Tax Preparer Client Intake Forms, Tax Office Bundle | Form 8867 Due Diligence Worksheet, Engagement Letter, Tax Organizer, Spanish, PDF Word

Tax Preparer Client Intake Kit is a forms kit for paid preparers, for intake, due diligence and tracking. Fillable PDF, editable Word, Excel and Google Sheets, on computer or phone. Instant download.

In January the first client arrives with a shoebox of papers, and by March nobody remembers who is still waiting on a 1099. This kit starts every client the same way, with an intake and a document checklist in English or Spanish, and keeps the season on one screen. In the invented sample office on Apr 5, 2027, the board holds 42 returns: 9 waiting on documents, 14 in preparation and 15 filed, with $2,075 in fees outstanding. Move one client from Docs in to Filed and FILED reads 16.

Send clients the intake and the organizer to fill on a computer or phone, print them for the front desk, or open the Word files to add your logo. No Canva needed.

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📦 WHAT'S INCLUDED (55 FILES)
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Ten forms, seven of them also in Spanish, make 17 documents. Each comes as a fillable PDF on US Letter and an editable Word file, and 15 of them also on A4 (the Section 7216 consents are US Letter only, because Rev. Proc. 2013-14 calls for 8 1/2 by 11 inch or larger paper). That is 49 form files, with 1,633 fillable fields across the 17 documents.

01. Client Intake Questionnaire (English and Spanish)
Six pages and 190 fields: filing status, taxpayer and spouse, dependents, income, deductions and credits, life changes and last year. It asks for the last four digits of an SSN or ITIN only.

02. Form 8867 Due Diligence Worksheet
Nine pages and 302 fields: the knowledge questions for the EIC, the CTC, ACTC and ODC, the AOTC and head of household status, with a line for where each answer came from, interview notes, follow-up questions, the record retention rule and signature lines. A companion to Form 8867 (Rev. November 2024), not a replacement: you still file the IRS form.

03. Engagement Letter
Four pages and 49 fields: scope, what is not included, responsibilities, records, e-file authorization (Form 8879), fees and signatures.

04. Section 7216 Consents (English and Spanish)
A Consent to Use and a Consent to Disclose on separate sheets, with the statements Rev. Proc. 2013-14 prescribes, set in 15.5 point type, plus a removable instruction page. The Spanish file follows each consent with its English version.

05. Document Checklist and Tax Organizer (English and Spanish)
Four pages and 115 fields: everything to gather by life situation, plus the totals the preparer will ask for. The client-facing half of the kit.

06. Refund and Direct Deposit Election (English and Spanish)
Three pages and 49 fields: refund method, split refund accounts, the bank details the client completes, and the balance due choice.

07. Schedule C Income and Expense Organizer (English and Spanish)
Four pages and 127 fields for the self-employed, contractors and gig workers, one copy per business.

08. Schedule E Rental Property Organizer (English and Spanish)
Three pages and 76 fields: income, expenses, days of use and improvements, one copy per property.

09. New Client Welcome Letter (English and Spanish)
What happens next, what to bring, and how the client's information is protected, with 17 fields for names, dates and your contact details.

10. Fee Schedule
Your own services and fees in 89 fields. It ships blank: fill it in once and save it.

11. Tax Client Tracker workbook (3 files)
Eight tabs for Excel or Google Sheets: Start Here, Setup, Clients, Status Board, Fees, Carryforwards, Dashboard and Help, with 7,666 formulas and room for 300 clients. Tax-Client-Tracker.xlsx (Colorful), the Editorial edition, and a 3color zip holding Colorful, Light and Dark.

12. Quick-Start guide, START-HERE and ACCESS-YOUR-TEMPLATE (3 files)
The two-page QUICK-START, a plain-text START-HERE that names every file, and ACCESS-YOUR-TEMPLATE.pdf with the Google Sheets copy of the tracker: open it and click Make a copy.

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👤 WHO THIS IS FOR
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A paid tax preparer or a small tax office getting ready for January who wants every new client to start with the same intake, the same document list and a signed engagement letter.

A preparer whose clients claim the EIC, the child tax credit, the AOTC or head of household status, and who wants the due diligence questions, answers and sources written down in the file.

An office that serves Spanish-speaking clients and wants the client-facing forms in both languages, with the English version beside each Spanish consent.

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🚫 WHO THIS IS NOT FOR
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Anyone looking for tax advice or a filing tool. These are templates for a paid preparer, and nothing here decides eligibility or files a return.
A taxpayer doing their own return. The kit is built for the preparer's side of the desk.

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✅ KEY BENEFITS
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1,633 fillable fields across 17 documents, 597 of them check boxes, with no character limit on any text field.
Seven client-facing forms in Spanish as well as English, each marked as a courtesy translation and written with the IRS's own Spanish terms.
Section 7216 consents laid out to Rev. Proc. 2013-14: US Letter paper, 15.5 point consent text, and use and disclosure on separate sheets.
A client tracker with 7,666 formulas that counts returns by stage and flags clients waiting too long for documents, returns due within 14 days of a deadline, missing 8867 worksheets, and fees billed, collected and outstanding.
Every document as a fillable PDF and an editable Word file. No Canva, no account, nothing to install.

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🔧 HOW IT WORKS
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1. Fill in the Fee Schedule and the Engagement Letter once and save them as your masters. On the tracker's Setup tab, type your firm, the tax year, your four deadlines and your standard fees.

2. Track the season. The invented sample is Harbor Point Tax Services on Apr 5, 2027, tax year 2026, with 42 returns: 9 waiting on documents (4 of them for more than 14 days), 14 in preparation, 15 filed, 11 e-file acceptances, 4 extensions, 23 due within 14 days of the Apr 15 deadline, and $2,075 in fees outstanding. Move C-103 Tobias Renwick from Docs in to Filed and FILED reads 16, IN PREP reads 13, and fees outstanding read $2,350, because Filed is a billable stage on Setup.

3. For each new client, send the welcome letter, the intake and the document checklist in English or Spanish, complete the 8867 worksheet for any return that claims those benefits, and move the client's stage as the return goes from documents requested to done.

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❓ QUESTIONS BUYERS ASK
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What format is this? Fillable PDFs (17 on US Letter and 15 on A4), the same 17 documents as editable Word (.docx) files, and one tracker workbook (.xlsx) in four color editions, plus a quick-start PDF, a START-HERE file and the Google Sheets access PDF. 55 files in one zip, ready to download the moment payment clears.

What do I need to open it? Do I need Canva? No Canva and no account. The PDFs open in the free Adobe Acrobat Reader, Preview on a Mac or most browsers; the Word files in Word, Pages or Google Docs; and the tracker in Excel 2016 or later or Google Sheets. There are no macros and nothing to install.

What does the tracker work out? Counts by stage, who is waiting on documents and for how long, returns due within 14 days of a deadline, e-file acceptances and extensions, rows that need fixing (such as a missing 8867 worksheet or an unsigned engagement letter), fees agreed, billed, collected and outstanding by client and by return type, and carryforward items for next year.

Is this the IRS form, or tax advice? Neither. These are templates for a paid preparer: confirm current-year IRS requirements, and nothing here is tax or legal advice. The 8867 worksheet is a companion to Form 8867 (Rev. November 2024), not the form itself, and it does not decide eligibility or state this year's limits.

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⚠️ PLEASE READ
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These are templates for a paid preparer. Confirm current-year IRS requirements and verify every date, rule and figure against the current IRS source. Nothing here is tax or legal advice, and an attorney licensed in your state should review the engagement letter before you use it.

The Section 7216 consents ship on US Letter only, set at 15.5 point to meet the 12-characters-per-inch rule, so each consent runs to two sheets. Keep that size if you edit the Word version. The consents use the Rev. Proc. 2013-14 wording for the TIGTA contact line, so check TIGTA's current contact details before use.

The Spanish editions are courtesy translations: have a fluent Spanish speaker review a form before you use it. The Spanish 7216 file puts the English version after each Spanish consent, and the client signs both.

No form asks for a full Social Security number, and bank details are collected only on the Refund and Direct Deposit Election, completed by the client. The Word files are plainer than the PDFs, and a few forms run to a different page count on A4.

The tracker's four deadlines are the tax year 2026 dates (Mar 15, Apr 15, Sep 15 and Oct 15, 2027) and are editable. Every name and figure in the sample is invented, including Harbor Point Tax Services, Dana Whitlock and the 42 clients. The four color editions are separate files: pick one and stay in it.

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📥 INSTANT DOWNLOAD
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Your files are ready to download the moment your payment clears. Nothing is shipped.

Start with the two-page Quick-Start guide. It has the four first steps and what every file is for.

🎬 WATCH THE FULL WALKTHROUGH before you buy, 8 minutes, every file of the real product:
https://youtu.be/BZwgs5aOCTU

Also in the shop: the Bookkeeper Tax Season Kit with its year-end close checklist and 1099 tracker, and the Freelancer Bookkeeping Spreadsheet for self-employed clients.

Questions? Send a message. I read and answer them myself.