Digital Tax Intake — Prototype

DEMO ONLY — DO NOT ENTER REAL CLIENT OR TAXPAYER INFORMATION. No data is submitted, emailed, or saved to a server.

1. Personal information

Full name (fictional test name)

Tax year

Email (use fictional test value)

Filing status

Never enter SSNs, birth dates, bank details or any real identifying information in this demo.

2. Household & dependents

Do you expect to claim dependents?

Could anyone else claim a dependent?

Did dependents live with you over half the year?

Did you provide more than half the household costs?

Questions or clarifications (fictional examples only)

3. Income & tax credits

Select all applicable fictional income sources:

Education expenses?

Paid child-care expenses?

4. Self-employment & documentation

Self-employed?

Business organization

Business activity

Do you have income and expense records?

A sole proprietor may not have LLC or Sunbiz filings. Actual business activity and records must still be substantiated.

Open the Business P&L demo or look up Florida entity records at Sunbiz.

5. Client certification

I certify my information is true and complete to the best of my knowledge (demo example).

For an actual intake, use the secure form once it has been configured and reviewed. Personal tax documents are handled through your private 1040Experts portal invitation.

Prototype only: browser printing uses your device's print / Save as PDF function. There is no electronic submission, secure storage, or email notification in this version.