VIP Tax Client Intake Form | Dime Docs Consulting

Are you a DimeDocs member?

Do you currently have a 2025 IRS Identity Protection PIN (IP PIN)?

If YES — enter your 6-digit 2025 IP PIN below:

If NO — you MUST obtain one before we can file your return: 👉 Get your IP PIN here: https://www.irs.gov/get-an-ip-pin

I understand that my return cannot be filed until I obtain my 2025 IP PIN

Did You Have Market Place Insurance? This will cause your return to reject if you don't provide it.

Are you wanting to apply for an advance?

Social Security Number (Include Dashes)

Spouse Social Security Number (Include Dashes)

Spouse Name (If filling joint)

Date of Birth (INCLUDE DASHES)

Spouse Date of Birth (INCLUDE DASHES)

Multi-line address

Country/Region

Address

City

Zip / Postal code

Phone

Spouse Phone (IF FILING JOINTLY)

Email

Spouse Email (IF FILING JOINTLY)

Dependent 1: Name

Dependent 1 SSN

Dependent 1: Date of Birth (INCLUDE DASHED)

Dependent 1: Relationship

Dependent 2: Full Name

Dependent 2: SSN

Dependent 2: Date of Birth

Dependent 2: Relationship

Dependent 3: Name

Dependent 3: SSN

Dependent 3: Date of Birth

Dependent 4: SSN

Dependent 4: Full Name

Dependent 3: Relationship

Dependent 4: Date of Birth

Dependent 4: Relationship

Did you recieve a refund last year?

Were You AUDITED By The IRS Last Year?

Tax Documents (W2, 1099, Unemployment, ect...)

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ID/Drivers License

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Social Security Card For Each Individual On Return

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