Individual Tax Return Information Form
Type of client
*
New
Existing
Existing client but details need updating
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REQUESTED TAX PROFESSIONAL
*
MISHA MILAM
GABRIELLE BROWN
KARTARA JEFFRIES
KIERA LUMPKIN
SABRINA FINLEY
LANITRIA ECHOLS
OTHER
REFERRAL PERSON
TAFS Client Details Form
Title
Please Select
Mr.
Mrs.
Miss
Ms
Dr.
Filing Status
*
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
*
YES
NO
Name
*
First Name
Middle Name
Last Name
Suffix
Date of Birth
*
-
Month
-
Day
Year
Date
SOCIAL SECURITY NUMBER
Sex
*
Male
Female
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Spouse
*
Yes
No
Spouse Name
SOCIAL SECURITY NUMBER
Spouse D.O.B.
-
Month
-
Day
Year
Date
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Dependents
*
Yes
No
Names and D.O.B.'s of all Dependent Children
Rows
Name
DOB
SSN
Relationship
Child 1
Child 2
Child 3
Child 4
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TAFS Client Income & Expenses form
Did you work in employment during 2025
*
Yes
No
Occupation/Job Title
Work Status
*
Please Select
Full-time
Part-time
Self Employed
Other
How many jobs did you work in? (You need to obtain a Payment Summary for each job)
1
2
3
4
more than 5
Other Income
Please Select
1099-INT
1099-DIV
1099-R
1099-G
1099-MISC
1099-NEC
1099-K
W-2G
Other Compensation
1099-C
K-1 Earnings
1099-B
1099-S
1099-SSA
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Did you attend any school that require you to file 1098-t?
*
YES
NO
Did you, your spouse, or a dependent have insurance under the Affordable Care Act?
YES
NO
DO YOU HAVE CHECKING ACCOUNT OR SAVING ACCOUNT
*
YES
NO
BANKING INFORMATION
Rows
BANKING NUMBERS
ROUTING NUMBER
CHECKING ACCOUNT NUMBER
SAVING ACCOUNT NUMBER
ID
*
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SOCIAL SECURITY CARDS
*
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BIRTH CERTIFICATE
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PROOF OF RESIDENCY
*
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PROOF OF INCOME
*
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OTHER DOCUMENTS
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Date
*
-
Month
-
Day
Year
Date
Signature
*
Submit
Submit
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