Docuwurks

Step 1 Intake Page

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Start Intake – Step 1
Please complete all required items. Upload clear photos or PDFs of your documents.
Important: Payment is due before we complete or e-file any return.
If you have questions, call (561) 436-6764 or email info@docuwurks.com.

    Step 1: Client Information

    Are you a new or returning client?

    Name


    First Name


    Middle Initial


    Last Name

    Email

    Phone Number

    Date of Birth

    Social Security Number

    Please upload the front of your ID/DL

    Please upload a copy of your Social Security card

    What are you filing today?

    What is your filing status?

    Physical Address


    Address Line 1


    County


    City


    State


    Zip Code

    Mailing Address same as Physical?

    Mailing Address (if different)


    Occupation

    Does any of the following apply?

    Certification

    I certify the information and documents provided are true and correct. *

    Certification (Required)

    Dependents

    Will you be claiming any children?

    Dependent #1 Name


    First


    Middle Initial


    Last


    Date of Birth


    Social Security Number


    Relationship to You


    Income