Tax client information sheet template 2025

1. Click ‘Get Form’ to open the tax client information sheet template in the editor.
2. Begin by filling out the Taxpayer and Spouse Information section. Enter full names as shown on social security cards, along with their Social Security Numbers and occupations. Ensure you provide accurate dates of birth.
3. Indicate your marital status by checking the appropriate box. Fill in your street address, city, state, and ZIP code, followed by daytime and evening phone numbers.
4. In the Exemptions section, list dependents' names, dates of birth, Social Security Numbers, relationships to the taxpayer, and months they lived in your home.
5. For Refund preferences, select how you would like to receive any refund due. Choose from options such as direct deposit or check in the mail.
6. Complete the Additional Information Required section by noting any necessary documents you need to provide for quality service.
7. Finally, sign and date the form at the bottom to confirm that all provided information is true and correct.

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