CONSECRATED TAX SOLUTION — AMENDMENT INTAKE FORM

For Clients Requesting Corrections, Updates, Missed Credits, or Filing Status Changes

First Name

Last Name

Phone *

Email *

Date Of Birth

SSN/ITIN

Address

Street Address
City
State/Province
Postal/Zip Code

Original Return Information

Year of Return Needing Amendment (Select One) *

2024

2023

2022

2021

2020

Other: ________

Were you the one who filed the original tax return? *

Yes

No(Please provide the name of the tax preparer and company)

How was the original return filed? *

E-Filed

Paper Filed

I’m Not Sure

Did you receive a refund for that year? *

Yes

Still Processing

Upload a copy of your originally filed tax return (Form 1040 + all Schedules) *

Reason for Amendment (Form 1040-X Requirements)

What needs to be corrected on your tax return? (Select all that apply) *

Change in Filing Status

Add or Remove Income

Correct W-2/1099 Information

Add Dependents

Remove Dependents

Add Credits You Qualified For

Update Education Credits

Add Missed Deductions

Correct Personal Information

IRS Requested Amendment

Other: _______________________

Explain in your own words what needs to be fixed or added *

New or Corrected Documentation

Upload All Supporting Documents Related to This Amendment:

Corrected W-2 or 1099
Missing Income Forms
Dependents’ documents (SS cards, birth certificates, etc.)
Education forms (1098-T)
IRS Letters or Notices
Anything Supporting the Change

Amendment Document Upload *

Are you changing Dependents information *

Yes

Dependent Information (Only if Adding/Changing Dependents)

Dependent SSN

Dependent First & Last Name

Dependent Date of Birth

Dependent Relationship

Son
Daughrer
Step-son
Step-daughter
Foster child
Adopted child
Grand-mother
Niece
Nephew
Mother
Father
Grand-father
Aunt
Uncle
Grandchild
Brother
Sister
Step-sister
Step-brother
Half-brother
Half-sister
Parent
Step-parent
Grandparent
Aunt
Uncle
In-Law
No elements found. Consider changing the search query.
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Months Dependent lived with you

12 months
11 months
10 months
9 months
8 months
7 months
6 months
5 months
4 months
3 months
2 months
1 month
No elements found. Consider changing the search query.
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Upload:Upload Proof of Residency (School records, medical records, lease, etc.)

Additional Information:

Did the IRS send any notices

Did you receive any IRS or State tax letters/ notices this year?

Yes

Preferred method of communication?

Email
Text
Both
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Consent & Acknowledgement

Do you understand there is an Amendment Service Fee starting at $150 and varies depending on changes required?

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Taxpayer Signature *

Clear

Date Signed *