Client Information Sheet
Rows
Explanation
Your Name
(name that appears first on tax return)
Spouse's name
Dependent's name
Your date of birth
Dependent's date of birth
Spouse's date of birth
Your social security number
Your spouse's social security number
Your dependent's social security number
No. of children or dependents
Filing Status
(i.e. Single, Married filing separately, Married filing head of household)
Home Address
Business Name
Business address
Email Address
Self-Employed (Y or N)
If Self-Employed, Tax ID or Employer ID
Additional Information
Submit
Should be Empty: