Liberty tax client data sheet 2026

1. Click ‘Get Form’ to open the Liberty Tax Client Data Sheet in the editor.
2. Begin by filling out the 'Primary Taxpayer's Information' section. Enter your name, address, phone number, and Social Security Number. Be sure to indicate if someone can claim you as a dependent.
3. Next, provide your spouse’s information if applicable. Fill in their name, Social Security Number, email address, occupation, and date of birth.
4. List your dependents in the 'Dependent Information' section. Include their names, birthdates, Social Security Numbers, and relationships to you.
5. In the 'Income Information' section, check all applicable income sources such as W-2s or 1099s. Indicate if you are self-employed or own rental real estate.
6. Complete the 'Higher Education Expenses' section for yourself and any dependents attending school. Provide details about tuition and books.
7. Finally, sign and date the form at the bottom before submitting it electronically through our platform.

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