Free tool · runs in your browser
Client intake checklist generator.
Pick your firm type and country to get a checklist of what to collect from a new client: ID and due diligence, documents or intake questions, engagement and authorisations, and secure handling. Tick items off here, copy the list, or download it as a PDF. Nothing you pick leaves your browser.
Accounting: individual tax returns · United States
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How to use it
Use it as a starting point for your own organizer or intake form, or send the PDF to a new client as a "please gather these" list. Every firm adds its own items, so edit freely.
General guidance only, not legal or tax advice. Rules change. Check each item against your regulator's and professional body's current guidance.