Start or update your secure intake
The four-step intake covers Personal Information, Tax Information, Mileage, and Documents & Signature. Use the secure form for Social Security information and tax records.
Secure Schedule through Tax Advantage Ink’s Vcita calendar for confirmations and reminders. Schedule now →
2025 tax year client intake
Document requirements, intake, mileage, and signature.
Complete every section, upload your supporting documents, review mileage, date and sign, then submit through the secure Tax Advantage Ink intake.
1 — Personal information
Full legal name, Social Security number last four digits, email, phone, street address, city, state, and ZIP code.
2 — Tax information
Filing status, spouse and dependent information, prior-year details, income sources, deductions, credits, estimated payments, and other facts needed to prepare the return.
3 — Mileage
Review business mileage, vehicle details, parking, and tolls. Personal commuting mileage is not deductible. The form currently references the applicable mileage calculation shown in the intake.
4 — Documents & electronic signature
Upload supporting documents, review the completed information, enter the date, and provide the required electronic signature before secure submission.
Tax filing checklist & mobile access
Clients can start or update returns, check return status, upload supporting documentation, use remote signature capture, and communicate with the preparer.
Self-employment — client & business
Client name, phone, email, SSN last four, business name, industry, EIN, start date, and cash or accrual accounting method.
Self-employment — income & expenses
Gross and other income, returns, cost of goods sold, advertising, vehicle, commissions, depreciation, insurance, interest, professional fees, office expenses, rent, repairs, supplies, taxes, licenses, travel, meals, utilities, wages, and custom expense lines.
Home office & vehicle
Home and office square footage, business-use percentage, mortgage or rent, utilities, insurance, repairs, depreciation, business miles, parking, and tolls.
Employees, retirement & health
Employee benefits, contractor labor, SEP-IRA or Solo 401(k) contributions, health insurance premiums, and related tax-planning information.