Secure Client Intake Form – American Tax Services UK

Personal Information

Please enter your name exactly as it appears on your Social Security card.

First Name

Last Name

Social Security Number

Optional – you may attach a copy of your card below instead

📎Attach Social Security Card (optional)

UK ID Number

Date of Birth

Occupation

When did you move to the UK?

Born in the UK Moved to the UK

Home Address

Apartment / Flat / Suite No.

City

Postal Code

Phone

Email

Tax Years to File

Which tax year(s) do we need to file for?

2025 2024 2023

Streamlined filings default to the 3 most recent years. Use the notes field below if you need years outside 2023–2025.

Notes (optional)

Prior US Filings

Please upload copies of your prior US tax returns from the last 10 years (if you have them). This helps us identify any gaps or continuity issues in your US filing history.

Have you ever filed US taxes before?

Yes No – this is my first time

Employment

Select all that apply.

Are you employed (PAYE)?

Yes No

Are you self-employed / a Sole Trader?

Yes No

Any other employment income or situation to note?

UK Bank, ISAs & Premium Bonds

Do you have any UK bank or savings accounts (current, savings, fixed-rate deposits)?

Yes No

Do you have any ISAs (Individual Savings Accounts)?

Yes No

Do you have Premium Bonds?

Yes No

Pensions & Investments

Do you have any UK pension accounts?

Yes No

Do you have any investments or brokerage accounts?

Yes No

Business

Do you own a UK Limited Company?

Yes No

Do you own a Partnership or LLP?

Yes No

Real Estate

Do you own any rental properties?

Yes No

Did you sell any property during the tax year(s)?

Yes No

US Bank Account

Important: Due to new IRS regulations, paper checks are issued only in very limited circumstances. We strongly recommend all clients receive tax refunds to a US bank account.

If you have a US bank account, please provide the details below. Leave blank if not applicable.

Bank Name

Routing Number (ACH)

Account Number

📎Attach Voided Check or Bank Account Information (optional)

Send confirmation email to client with form summary. Uncheck if staff is filling out on behalf of the client.

Secure Client Personal Information Form

Personal Information

Filing Status, Spouse & Dependents

Tax Years to File

Prior US Filings

Employment

UK Bank, ISAs & Premium Bonds

Pensions & Investments

Business

Real Estate

US Bank Account

Form Submitted Successfully