Tax Intake

Complete your tax intake and engagement.

Provide the information Pathway Tax Solutions LLC needs to review your tax situation, collect supporting documents, and begin preparation.

Tax return intake

Everything in one organized intake.

Complete all applicable sections. Required acknowledgements appear at the end.

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Company website

Before you submit

1
Review every answer
Make sure names, dates, dependent information, and tax questions are complete.
2
Attach supporting records
Add available ID, Social Security, residency, income, dependent, business, and required bank/billing documentation.
3
Review engagement terms
Review the required engagement and payment acknowledgements before signing.
4
Sign and certify
Your typed legal name records the electronic signature for this submission.

Already have portal access?

You can also use the client portal for later document requests, messages, agreements, and return status.

Open Client Portal

Taxpayer identity, address & preparer

Enter the primary taxpayer information exactly as it should appear on the tax return.

First name *

Last name *

Date of birth *

Taxpayer ID type *

SSN / ITIN *

If another field needs correction, this value is retained only in the current validation response and is not stored as a browser draft.

Occupation *

Email address *

Phone number

Street address *

Apt / Unit

City *

State *

ZIP code *

County

What school district do you live in?

Preferred contact *

Select your tax professional

Return overview & spouse

Identify the return, year, filing status, and spouse information when applicable.

Tax year *

What do you need help with? *

Expected filing status

Returning Pathway client? *

Spouse informationComplete this section when married. Name, DOB, and SSN/ITIN are required for Married Filing Jointly.

Spouse first name

Spouse middle name

Spouse last name

Spouse date of birth

Spouse taxpayer ID type

Spouse SSN / ITIN

Spouse occupation

Spouse phone

Spouse email

Was your prior-year return filed?

Can anybody claim you as a dependent?

W-2 wages1099 / contract incomeSelf-employment or business incomeDependents or child-related creditsInvestments / brokerage activityCryptocurrency / digital assetsRetirement incomeSocial Security incomeHome purchase / sale / mortgage interestEducation expenses / student loansHealth Insurance Marketplace / Form 1095-ARental propertyMultiple statesEstimated tax paymentsIRS or state tax noticePrior-year carryovers / losses

Dependents

List each dependent you intend to claim.

Do you have dependents?

Number of dependents

Dependent 1

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Lived with taxpayer more than half the yearUnder age 19 at year endUnder age 24 and a full-time studentPermanently and totally disabledTaxpayer provided more than half of supportU.S. citizen, national, or residentDid not file a joint return except to claim a refundOther / preparer review needed

Dependent 2

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Dependent 3

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Dependent 4

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Dependent 5

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Dependent 6

Full name

Date of birth

SSN

Gender

Relationship to you

Months lived with taxpayer

Disabled?

Full-time student?

Did anyone else claim or may claim this dependent?

Dependency qualification Check all that apply to this dependent.

Do you have custody of the dependent(s) listed?

Is there anyone other than you who may claim them?

If you do not have custody, please give the reason

I certify that I have the right to claim the dependent(s) listed on my tax return and can provide supporting proof upon request.

Income, deductions & credits

Mark all sources and tax items that apply.

W-2Self-EmploymentUnemployment (1099-G)Alimony receivedChild Support receivedPension Income (1099-R)Social Security Benefits (SSA-1099)Interest Income (1099-INT)Other income

Any other income

Did you pay alimony?

If yes, recipient SSN

Did you make an IRA contribution?

Did you buy, sell, or refinance a personal home?

Did you pay tuition expenses? (Form 1098-T)

Student loan interest?

Child care information

Liabilities & refund delivery

Tell us about potential offsets and how you prefer any refund to be delivered.

Outstanding Federal tax liabilities?

Other liabilities such as child support or student loans?

Do you give us permission to check for outstanding tax liabilities?

If no, any required preparation fees or related charges may need to be paid up front depending on the selected service/payment arrangement.

Refund delivery method

Banking information is required before this intake can be submitted. Use an account owned by you or jointly owned by you.

Account type *

Routing number *

Re-enter routing number *

Account number *

Re-enter account number *

For accuracy, enter both the routing number and account number twice. They must match before you can submit.

Business records

We only need to confirm that records supporting business income and expenses are available if requested.

Do you have records of your business income and expenses, and can you provide those records if the IRS asks for them? *

Document uploads

PDF, JPG, or PNG only, up to 15 MB per file. Multiple files are allowed where shown.

Valid ID / Driver's license

Taxpayer Social Security card

Dependent Social Security card / birth certificate

Proof of residency

Income documents (W-2, 1099, etc.)

Bank account / billing information (voided check or bank document) *Required so Pathway can securely verify the account information used for billing/payment arrangements when applicable.

Engagement, authorizations & signature

Review each required acknowledgement carefully.

CLIENT ENGAGEMENT AGREEMENT

This agreement must be reviewed and signed before Pathway Tax Solutions LLC can begin providing services.

Thank you for choosing Pathway Tax Solutions LLC. This document outlines the terms, responsibilities, and expectations governing our professional relationship. By completing and submitting this intake form, you formally engage Pathway Tax Solutions LLC to prepare your federal and/or state income tax returns for the current tax year and any prior years you have selected.

Please read this agreement carefully before signing.

1. Engagement & Scope of Services

Submission of this intake form constitutes your formal request for Pathway Tax Solutions LLC to begin tax preparation services. Upon submission:

Your file is opened within our system.
A tax professional is assigned to your case.
Internal work begins immediately, including reviewing your intake answers, verifying identity and documentation, and preparing your tax return.
This engagement does not include financial planning, bookkeeping, legal representation, or IRS audit representation unless separately contracted.

2. Retraction Policy

Once your return has been prepared, reviewed, and completed by your assigned tax professional, you are responsible for the work performed—regardless of whether you ultimately choose to file with us.

If you decide not to file your tax return through Pathway Tax Solutions LLC after preparation has been completed, a $100 Retraction Fee will be assessed. This fee covers the time, labor, and expertise expended in:

Reviewing your intake
Verifying your documents
Calculating income, credits, and deductions
Preparing your tax return
Providing professional consultation during the process

This fee is mandatory and will be invoiced directly if you withdraw after completion.

Submitting your personal information and initiating the preparation process with multiple tax companies simultaneously is strongly discouraged. Doing so increases the risk of identity theft, causes inconsistencies in IRS data, and undermines our ability to protect the integrity of your tax return. As a professional firm, we expect our clients to engage in good faith.

3. Estimates and Consultations

This intake form is intended exclusively for clients who are ready to begin actual tax preparation.

If you are only seeking an estimate or quote, please do not complete this form.

Instead, return to our website to schedule a free consultation with a tax professional. Consultations allow us to provide preliminary estimates based on the documentation you currently have available.

4. Refund Advance Loans (RALs) and Application Fee

If you choose to apply for a Refund Advance Loan through our partner bank, Refund Advantage:

A non-refundable $50 application fee will be assessed, regardless of loan approval.

Approval is determined solely by the issuing bank—not by Pathway Tax Solutions LLC.

If approved, the loan amount will be issued by Refund Advantage/Pathward and repaid from your federal refund.

If denied, the $50 fee remains non-refundable.

Refund advances are optional. If you do not wish to apply, you may decline this option within the intake form.

5. Client Responsibilities

To ensure accurate tax preparation, you agree to:

Provide full, truthful, and complete information.
Upload all required documents—including identification, Social Security verification, W-2s, 1099s, income statements, and proof of credits/deductions—into your secure client portal in a timely manner.
Respond promptly to any questions or requests for clarification from your tax professional.

Failure to provide complete documentation may delay preparation or affect the accuracy of your return.

You acknowledge that you are solely responsible for the accuracy of the information you provide and for reviewing the final return before signing.

6. No Refund Guarantees

Pathway Tax Solutions LLC does not guarantee specific refund amounts, “maximum refunds,” or comparisons to other companies’ estimates.

Your refund or balance due is determined entirely by the:

Income you earned
Credits and deductions you qualify for
IRS and State tax laws applicable to your filing year

Our responsibility is to prepare your return accurately and to apply all eligible credits and deductions permitted by law.

7. Fees, Billing, and Release of Tax Returns

All preparation fees are due and payable upon completion of your tax return and prior to release of any documents.

It is firm policy not to release any portion of your tax return, schedules, worksheets, or tax-related documents until payment has been made in full, unless your filing fees are being paid from your refund through our bank product.

If services are rendered and payment is not received, Pathway Tax Solutions LLC reserves the right to pursue any lawful means of collection. You may be responsible for additional legal fees, collection costs, or administrative charges associated with securing payment.

Fee estimates may be provided when requested; however, circumstances may arise during preparation that increase or decrease the final amount. You will be notified of any significant changes.

8. Optional Audit Protection Disclosure & Authorization

Audit Protection – Audit Maintenance Pro

Audit protection is optional and is not automatically added to your tax return.

If you choose to purchase Audit Protection through Audit Maintenance Pro, the cost is $99.95.

This service provides audit support and guidance in the event your tax return is selected for IRS or state review, subject to the terms and coverage provided by True Defend Pro.

If selected, you authorize Pathway Tax Solutions LLC to include the $99.95 audit protection fee with your tax preparation charges or deduct it from your refund, where applicable.

Audit protection is non-refundable once purchased, and all coverage terms, limitations, and exclusions are governed by the Audit Maintenance Pro program.

Please select one *

Client initials *

9. Acknowledgment and Agreement

By signing below, you confirm that:

You have read and understand this Client Engagement Agreement.
You agree to the terms outlined herein.
You understand that submitting this intake form engages Pathway Tax Solutions LLC for tax preparation services.
You agree to pay the $100 Retraction Fee if you choose not to file after your return has been completed.
You understand that audit protection is optional and will only be added if you affirmatively select it.
You understand that incomplete or inaccurate information may result in delays, errors, or changes to your refund or balance due.
You accept full responsibility for the information you provide and for reviewing the final return before signing.

I have reviewed, understand, and agree to the Client Engagement Agreement above. * I authorize Pathway Tax Solutions LLC to electronically file my completed federal and/or state tax return(s) after I review and approve the final return and sign any additional IRS or state e-file authorization forms that are required. I understand this acknowledgment does not replace Form 8879 or any other required federal or state e-file authorization. * I certify that everything I enter in this intake is true and accurate. I understand Pathway Tax Solutions LLC relies on the information I provide and that I am responsible for false, incomplete, or omitted information and for providing complete supporting documents. * I understand Pathway Tax Solutions LLC does not determine when the IRS or another taxing authority will release or remit my refund. I can use IRS.gov for federal refund-status information. * I authorize Pathway Tax Solutions LLC to prepare my tax return(s) using the information and documents I provide. * I understand that if Pathway Tax Solutions LLC performs tax-preparation work and I later choose not to file the prepared return through Pathway, an applicable preparation-time fee may still be due for work already completed. Any applicable fee will be disclosed separately. * If I elect and qualify for an approved refund-transfer or bank-product payment arrangement, I authorize the participating financial institution to deduct the agreed tax-preparation compensation from the refund proceeds under the separate bank-product terms and applicable law. I understand my refund must not be directed to an account controlled by Pathway Tax Solutions LLC. If I do not use such an arrangement, the normal payment terms apply. * I have reviewed the Privacy Policy and understand that this intake contains confidential taxpayer information. * I authorize Pathway Tax Solutions LLC to contact me about this intake using the contact information and preferred method I provided. *

Electronic signature - type full legal name *

Date *

Optional drawn signature

Typing your full legal name above is the required electronic signature. Drawing is optional.

Ready to submit?Review your answers and required acknowledgements before sending.