📝 FDTP Client Intake Form
Please complete the tax documents upload form below to begin your tax preparation. This form is secure and encrypted.
📤 Secure Document Upload Center
Instructions: Please upload your required tax documents to the correct folders below. Each folder is protected with a unique password. All files are stored securely and in accordance with IRS data privacy standards.
Accepted file types: PDF, JPG, PNG, DOCX, XLSX, CSV
Max file size: 25MB per upload
Need help? Email: support@frankdzidulataxpros.com
1️⃣ Identification Documents
Upload government-issued photo ID (Driver’s License, Passport, etc.) for yourself and your spouse if applicable.
📁 Upload Identification Documents
Password: Ng!>)3==@bIP8>
2️⃣ Income Documents
- W-2, 1099 (NEC, MISC, K, G, INT, DIV, etc.)
- Self-employment records
- Rental, investment, or other income
Password: 8$wOt$f+%$]}LY
3️⃣ Dependent Information
- Birth Certificate
- Social Security Card
- School or Medical Records
Password: =x](,{t?ZU3t]E
4️⃣ Deductions & Credits
- 1098-E, 1098-T, Mortgage 1098
- Charity receipts, medical bills
- Childcare, adoption, energy upgrades
📁 Upload Deductions & Credits Documents
Password: 71TP*[nsxJ(u@Y
5️⃣ Health Insurance
- 1095-A (Marketplace)
- 1095-B or 1095-C (Other plans)
📁 Upload Health Insurance Documents
Password: UzDS\;ozY%k1y4
6️⃣ Refund Method Details
Upload a voided check or banking details (Bank name, Routing, Account Number) for direct deposit.
Password: @+x2zlSt{]ze=4
7️⃣ Spouse Documents (if filing MFJ/MFS)
Upload your spouse’s photo ID, SSN card, and relationship documents.
Password: >G$C]u:eP8r#G)
8️⃣ Prior Year Tax Return
New clients should upload a copy of their last year’s return (federal and state).
📁 Upload Prior Year Tax Return
Password: NVQE0CI@tAKg0G
9️⃣ Intake & Organizer Forms (Offline)
If you filled out your intake offline, upload it here. You can also download a blank copy below.
- 📥 Download IRS Form 13614-C (Taxpayer Intake Interview)
📁 Upload Completed Intake Forms
Password: G_#2^R@zA{b[a-
📌 Final Notes
- Upload each document into the correct folder.
- Do not reuse these passwords for anything else.
- Ensure documents are clear and easy to read.