Lets Get To Know You

Tell us a little about yourself so we can begin preparing your return.

First Name *

Last Name *

Date of birth *

Social Security Number *

Phone *

Email *

Address

Street Address *

City

State

Country

Enter your country

Postal Code *

Do you have an IP Pin issued from the IRS? *

Yes

No

If yes: Enter or enter your six-digit IRS IP PIN.

Your Filing Status

Help us understand your current tax filing situation.

Which filing status do you believe applies to you for the 2026 tax year? *

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Surviving Spouse

I’m not sure—I need help determining my filing status

Your Household

Tell us about your spouse and any dependents you may be claiming.

What was your marital status on December 31, 2026? *

Single

Married and living with my spouse

Married but living apart from my spouse

Divorced

Legally separated

Widowed

Spouse legal first & last name

Spouse Social Security Number or ITIN

Spouse date of birth

Are you claiming or considering claiming any dependents? *

Yes

No

How many individuals would you like us to review as potential dependents?

1

2

3

Dependent’s legal first & last name *

Dependent’s Social Security Number or ITIN *

Dependent’s date of birth *

What is this person’s relationship to you? *

Choose one or more options

Did this person have an IRS Identity Protection PIN for 2026?

Yes

No

If yes:Enter or upload the dependent’s six-digit IRS IP PIN.

How many months did this person live with you during 2026?

Choose one or more options

If the person lived with you for fewer than 12 months, please explain where they lived and why.

Did another parent, guardian, or taxpayer have the right to claim this person?

Yes

No

Im not sure

Did this person provide more than half of their own financial support during 2026?

Yes

No

Im not sure

Was this person a full-time student for at least five months during 2026?

Yes

No

Im not sure

Dependent #2 legal first & last name

Dependent #2 Social Security Number or ITIN

Dependent #2 date of birth

What is this person’s relationship to you?

Choose one or more options

Did this person have an IRS Identity Protection PIN for 2026?

Yes

No

If yes:Enter or upload the dependent’s six-digit IRS IP PIN.

How many months did this person live with you during 2026?

Choose one or more options

If the person lived with you for fewer than 12 months, please explain where they lived and why.

Did another parent, guardian, or taxpayer have the right to claim this person?

Yes

No

Im not sure

Did this person provide more than half of their own financial support during 2026?

Yes

No

Im not sure

Was this person a full-time student for at least five months during 2026?

Yes

No

Im not sure

Dependent #3 legal first & last name

Dependent #3 Social Security Number or ITIN

Dependent #3 date of birth

What is this person’s relationship to you?

Choose one or more options

Did this person have an IRS Identity Protection PIN for 2026?

Yes

No

If yes:Enter or upload the dependent’s six-digit IRS IP PIN.

How many months did this person live with you during 2026?

Choose one or more options

If the person lived with you for fewer than 12 months, please explain where they lived and why.

Did another parent, guardian, or taxpayer have the right to claim this person?

Yes

No

Im not sure

Did this person provide more than half of their own financial support during 2026?

Yes

No

Im not sure

Was this person a full-time student for at least five months during 2026?

Yes

No

Im not sure

Income & Tax Documents

Let's review the income you received during the tax year.

Which types of income did you or your spouse receive during 2026? Please check all that apply

W-2 wages

Self-employment or business income

1099-NEC or 1099-MISC income

1099-K or payment-app income

Unemployment compensation

Retirement or pension income

Social Security benefits

Interest or dividend income

Stocks, investments, or cryptocurrency

Rental property income

Partnership, S corporation, estate, or trust income

Gambling or lottery winnings

Alimony received

Other income

Please upload all 2026 income documents for you and your spouse, if applicable.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Did you receive any income that was not reported on a W-2 or 1099?

Yes

No

Im not sure

Please describe the income, who paid you, how it was received, and the approximate total amount.

Which additional tax documents do you have for 2026? Please check all that apply *

Form 1095-A — Marketplace health insurance

Form 1098 — Mortgage interest

Form 1098-E — Student loan interest

Form 1098-T — College tuition

Childcare statement or provider information

Estimated federal or state tax-payment records

IRS Identity Protection PIN letter

IRS or state tax notice

Prior-year tax return

Other tax document

None of the above

Please upload the additional tax documents selected above.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Business & Self-Employment

If you're self-employed or own a business, we'll gather a few additional details.

Do you own a business? *

Yes

No

How many separate businesses or self-employment activities did you operate in 2026?

1

2

3+

Business name

What type of work or services does this business provide?

How is the business structured?

Sole proprietor

Single-member LLC

Partnership

S corporation

C corporation

I’m not sure

Does the business have an EIN?

Yes

No

Enter EIN

Did you start this business during 2026?

Yes

No

What date did the business begin?

What was your TOTAL gross business income for 2026 before expenses?

How did you receive business income?

Cash

Zelle

Cash App

Venmo/PayPal

Credit/debit card processor

Checks

Direct deposit/ACH

1099-NEC

1099-MISC

1099-K

Other

Does the gross income entered above include ALL business income, including cash and payments for which you did not receive a 1099?

Yes

No

Im not sure

Did you have business expenses during 2026?

Yes

No

Enter your actual documented business expenses below. Do not estimate or enter personal expenses.

Advertising & marketing
Car/truck expenses
Commissions & fees
Contract labor
Business insurance
Legal & professional services
Office expenses
Rent/lease – office or business property
Rent/lease – equipment or machinery
Repairs & maintenance
Supplies
Taxes & licenses
Business travel
Business meals
Utilities
Employee wages
Other business expenses

Did you use a vehicle for this business during 2026?

Yes

No

If yes:

Vehicle year, make & model
Date vehicle was first used for business
Total miles driven during 2026
Business miles driven during 2026
Commuting miles
Do you have a mileage log or other mileage records?
Was another vehicle available for personal use?
Do you own or lease this vehicle?
Did you purchase this vehicle during 2026?

Upload mileage log/vehicle records

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

What records do you have available to support the business income and expenses reported above?

Profit & loss statement

Business bank statements

Receipts/invoices

Mileage log

Payment processor statements

1099 forms

Expense spreadsheet/bookkeeping report

Inventory records

Other

I do not have supporting records

Upload your available business records.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

I confirm that the business income and expenses provided are complete and accurate to the best of my knowledge and are based on my actual records.

I confirm

Credits & Deductions

Help us identify every credit and deduction you may qualify for.

Which of the following applied to you or your spouse during 2026? Select all that apply

Paid for childcare or dependent care

Paid college tuition or other higher-education expenses

Paid student-loan interest

Contributed to a traditional IRA

Contributed to an HSA

Paid unreimbursed medical or dental expenses

Paid mortgage interest or real-estate taxes

Made charitable donations

Paid qualified educator expenses

Adopted or began adopting a child

Purchased a clean vehicle

Made qualifying energy improvements to a home

Paid interest on a qualifying personal vehicle loan

Received qualified tip income

Received qualified overtime compensation

Taxpayer or spouse was age 65 or older

Experienced a federally declared disaster loss

Paid alimony under a pre-2019 divorce agreement

Other potential credit or deduction

None of the above

Which dependent received care?

Why was the care needed?

Care provider’s legal or business name

Provider’s complete address

Provider’s SSN, ITIN or EIN

Total amount paid during 2026

Upload the childcare statement, receipt or completed Form W-10.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Who was the student?

Taxpayer

Spouse

Dependent

Name of student

Name of college or educational institution

Was the student enrolled at least half-time?

Choose one or more options

Was the student pursuing a degree or recognized credential?

Choose one or more options

Had the student completed four years of postsecondary education before 2026?

Choose one or more options

Had the American Opportunity Credit already been claimed for this student for four prior tax years?

Choose one or more options

Did the student have a felony drug conviction by the end of 2026?

Choose one or more options

Amount paid for required books, supplies and equipment not included on Form 1098-T

Amount of scholarships, grants or employer assistance received

Upload Form 1098-T and supporting education receipts

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Upload all applicable statements, receipts and contribution acknowledgments.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Please upload any remaining documents supporting the credits or deductions selected above.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Is there anything else you paid for or experienced during 2026 that you believe may affect your tax return?

I understand that selecting an item does not guarantee a credit or deduction. I confirm that the information provided is accurate and that I can provide supporting documentation

I confirm

Upload Your Documents

Securely upload your tax documents so we can prepare your return accurately

Please upload the following documents for the primary taxpayer: Government-issued photo ID, Social Security card, or ITIN letter *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

If filing a married return, upload the following documents for your spouse: Government-issued photo ID, Social Security card, or ITIN letter

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload the Social Security card for every dependent listed on this intake.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Upload any income documents you have not already submitted. Forms W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-G, 1099-R, SSA-1099, 1099-INT, 1099-DIV, 1099-B, W-2G, Schedule K-1, and any other income statements.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Do you have a copy of your most recently filed federal and state tax returns? *

Yes

No

If yes: Upload your most recently filed tax returns.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Did you receive any IRS or state tax notices that may affect this return?

Yes

No

Im not sure

If yes: Upload every page of each notice.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Have you uploaded all documents currently available to you? *

Yes, I have uploaded everything

No, I still need to provide additional documents

I’m not sure what else is needed

Which documents are still missing, and when do you expect to receive them?

Your return cannot be finalized or submitted for ERO approval until all required documents have been received and reviewed. Missing or unreadable documents may delay preparation and filing.

Review & Authorization

Please review your information and certify that it is complete and accurate to the best of your knowledge

Before submitting, please confirm that you have reviewed the information entered throughout this intake. *

I have reviewed my personal, spouse, dependent, income, business, credit, deduction, and document information.

I have corrected any information I know to be inaccurate.

I have disclosed all income received by me and my spouse, if applicable.

I have uploaded all documents currently available to me.

I certify that the information and documents provided in this intake are true, complete, and accurate to the best of my knowledge. I understand that I am responsible for providing complete and accurate information and notifying T7C TAX if anything changes or if I discover an error. *

I certify and agree.

I understand that submitting this intake authorizes T7C TAX to begin preparing my return, but it does not authorize T7C TAX to electronically file the return. I must separately review the completed return and sign all required federal and state e-file authorization forms before transmission. *

I understand that this intake is not my authorization to e-file.

Signature *

Tax Payers Full Name

Date of signature *

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