New client intake with scope of service, annual tax organizer, document request checklist with upload slots, engagement letter with e-file authorization, and year-end review signoff for small CPA firms and tax preparers
Get started with PocperPlease complete each section so we can prepare an accurate return. Enter totals if you have them; otherwise upload supporting documents in the Document Request form. Leave a line blank if it does not apply — do not write N/A.
Tax year being organized:
Tick all that happened during the tax year:
Got married / divorced / widowed
Had or adopted a child
Moved to a new state
Bought or sold a home
Started or closed a business
Retired or started drawing Social Security
Received an inheritance or large gift
Had any foreign bank account, asset, or income over USD 10,000 (FBAR / FATCA may apply)
Briefly describe any item ticked above:
Number of W-2 wage statements you will provide:
Number of 1099-NEC / 1099-MISC (self-employment / contractor):
Number of 1099-INT (interest) / 1099-DIV (dividends):
Number of 1099-B (brokerage capital gains/losses):
Number of 1099-R (retirement / IRA / pension distributions):
Number of SSA-1099 (Social Security benefits):
Number of K-1s (partnership / S-corp / trust):
Rental property gross rents received:
Unemployment compensation (1099-G):
Gambling / prize winnings (W-2G or other):
Cryptocurrency transactions this year?
Yes — I will provide exchange reports or 1099-DA
No
Other income not listed above (alimony received, jury duty, barter, etc.):
Business name / DBA:
Principal business activity / NAICS code:
Gross receipts / sales:
Returns and allowances:
Cost of goods sold (COGS):
Advertising:
Contract labor (1099s issued):
Office / supplies:
Rent (business premises):
Utilities:
Travel (not meals):
Meals (50% deductible portion excluded — enter gross):
Vehicle — business miles driven:
Home office — square feet used exclusively for business:
Other business expenses (list with amounts):
Medical / dental out-of-pocket expenses:
State & local income tax withheld or paid:
Real estate property taxes:
Personal property / vehicle registration tax:
Mortgage interest (Form 1098):
Cash charitable contributions:
Non-cash charitable contributions (FMV):
Tick credits that may apply:
Child Tax Credit / Credit for Other Dependents
Earned Income Tax Credit (EITC)
Child & Dependent Care Credit (Form 2441)
American Opportunity / Lifetime Learning (education — Form 1098-T)
Residential clean-energy / EV credits
Premium Tax Credit (marketplace health insurance — Form 1095-A)
Federal estimated tax paid (Q1–Q4 total):
State estimated tax paid (Q1–Q4 total):
Prior-year refund applied to this year:
Direct deposit for refund — bank routing number:
Account number:
Account type:
Checking
Savings
Anything else we should know about your tax situation this year?
The Annual Tax Organizer — Individual (Form 1040) template is a ready-to-use form from Pocper's Accounting & Tax Services pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.