Tax Return Drop Off Sheet - Mark Cross Tax Services 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by indicating whether you are a returning or new client. Fill in your name, occupation, email, social security number, birth date, and contact numbers.
3. Provide the date of drop-off and indicate if last year’s tax return is available.
4. If applicable, fill in your spouse's information including their name, occupation, email, social security number, and birth date.
5. Select your preferred method of contact and provide your address along with city and zip code.
6. Answer questions regarding dependents living in your household and any additional relevant information.
7. Complete the document checklist by checking all applicable income sources and expenses. Ensure to include any requested documents.
8. Sign the form at the bottom to confirm that all provided information is accurate before submitting.

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