Customer Data Sheet 2026

1. Click ‘Get Form’ to open the Customer Data Sheet in the editor.
2. Begin by indicating if you are a returning customer by selecting 'Yes' or 'No'.
3. Fill in your marital status on the last day of 2013 by choosing from the options provided.
4. Complete the Primary Taxpayer section with your first name, last name, Social Security number, date of birth, mailing address, and contact information.
5. If applicable, provide your spouse's details in the Spouse section using the same format as above.
6. Check all relevant income and expenses for 2013 from the list provided. Ensure accuracy as this information is crucial for tax purposes.
7. List any dependents along with their details such as names, Social Security numbers, and relationships to you.
8. If you wish to direct deposit your refund, fill in your bank account information accurately.
9. Finally, review all entries for completeness and accuracy before signing and dating the form at the bottom.

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