Client data sheet 2026

1. Click ‘Get Form’ to open the client data sheet in the editor.
2. Begin by filling out the taxpayer and spouse sections. Enter their first names, last names, Social Security Numbers (SSN), dates of birth, occupations, and indicate if they wish to contribute to the Federal Elections Campaign Fund.
3. Next, address the marital status by selecting from options such as Single, Married, Separated, or Divorced. Ensure you check whether either individual is legally blind or a dependent of another person.
4. Complete the address section with street address, city, state, ZIP code, and county. Indicate if you live within city limits and if you moved during the current tax year.
5. Fill in contact information including home phone, cell phone, work phone, and email address for both taxpayer and spouse.
6. Lastly, provide details for dependents including their names, SSNs, dates of birth, relationships to the taxpayer/spouse, and any special issues or comments you wish to discuss.

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