Intake Forms

When dropping off your tax documents at any of our VITA sites you will be asked to complete the following three forms.  To save time, you may complete the forms prior to your visit by clicking the links below.  All forms may be opened in Adobe and you may type directly on the form.  Bring all three with you to save time when dropping off.


1.  To link to the IRS Intake/Interview Sheet for all sites click

13614-C English IRS Intake Sheet

13614-C Spanish IRS Intake Sheet


2.  To link to the LTM Customer Information Sheet for all sites click

LTM Customer Information Sheet (revised 10-26-22)


3.  To link to the VITA Taxpayer Consent form for each specific site click


VITA Coatesville Consent Form 14446



VITA Downingtown Consent Form 14446



VITA Exton Consent Form 14446



VITA Phoenixville Consent Form 14446



VITA Pottstown Consent Form 14446



VITA Royersford Consent Form 14446


West Chester

VITA West Chester Consent Form 14446