Free Tax Client Information Sheet Template
Tax Client Information Sheet
1. Personal Information
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Name: Johann Harvey
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Social Security Number: 123-45-6789
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Date of Birth: 01/15/2050
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Marital Status: Married
2. Contact Information
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Address: San Francisco, CA 94102
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Phone Number: 222 555 7777
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Email Address: johann@you.mail
3. Employment Information
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Employer Name: GoWorld
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Position: Senior Accountant
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Duration of Employment: 5 years
If Self-Employed:
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Business Name: N/A
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Relevant Financial Documents: N/A
4. Income Details
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Wages: $85,000 (Attach W-2)
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Rental Income: $12,000 annually (Attach lease agreements and rental income receipts)
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Dividends: $1,500 annually (Attach 1099-DIV)
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Other Income: $2,000 (Attach bank statements or applicable financial records)
5. Deduction and Credit Information
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Medical Expenses: $4,500 (Attach medical bills and insurance statements)
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Charitable Donations: $2,000 (Attach donation receipts)
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Educational Costs: $3,000 (Attach Form 1098-T and receipts for qualified expenses)
6. Filing History and Tax Preferences
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Previous Filing History: Filed for the past 10 years
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Filing Status Preference: Married Filing Jointly
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Refund Disbursement Preference: Direct Deposit (Attach voided check or bank routing information)
Upon completion, please review this form for accuracy and completeness. Once verified, submit all necessary documentation in person or via secure electronic transmission to ensure the protection of your sensitive information.
Prepared by: [YOUR NAME], [YOUR COMPANY NAME]
