EFS Finance Client Profile 2021

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
Do you have any of the following:
Economic Stimulus Payment 3 Amount Received
If not received, enter 0
Amount of Advance Child Tax Credit 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 2021

Dependent 2

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2021

Dependent 3

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2021

Dependent 4

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2021

Dependent 5

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2021

Dependent 6

Rows	Type N/A if none
First and Last name
Date of Birth
Social/ ITIN
Relationship
Months in home in 2021

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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
Spouse's Signature
Should be Empty: