EFS Finance Client Profile 2020

Client Profile
Filing Status*
Prior Year Customer*

Taxpayer *

Rows
First and Last name
Date of Birth
Social/ ITIN
Phone Number
Email Address

Spouse, If any*

Rows	If none, type N/A
First and Last name
Date of Birth
Social/ ITIN
Phone Number
Email Address

Address*

Street Address

Street Address Line 2

CityState

Zip Code
Daycare ExpensesEducation Expenses
Economic Stimulus Payment 1 Amount Received*
If not received, enter 0
Economic Stimulus Payment 2 Amount Received*
If not received, enter 0

Dependents Information Page
Do you have Dependents?*
If no, Skip to next page

All Tax Returns w/ dependents and/or qualifying children :

Rows	Yes	No	Does not apply
Did you provide over 50% of total support for each dependent?

Dependent 1

Rows
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2020

Dependent 2

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2020

Dependent 3

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2020

Dependent 4

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2020

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Upload all documents here: W-2's, identification, birth certificates, residency, etc.

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EFS Finance will prepare your tax return from the information you have provided. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return.
Taxpayer's Signature*

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Spouse's Signature

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