Free Client Tax Information Form Template
Client Tax Information Form
Please fill out the form with your information below.
Personal Information
Name
Social Security Number
Date of Birth
Phone number
Address
Filing Status
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Single
-
Married
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Married Filling Separately
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Head of Household
Income Information
W-2 Forms Received
1099 Forms Received
Other Income Sources
Deductions and Credits
Are you claiming any deductions?
Are you claiming tax credits?
Did you file taxes last year?
Bank Information for Refunds or Payments
Bank Name
Routing Number
Account Number
Authorization and Signature
I certify that the information provided on this form is accurate and complete to the best of my knowledge.
Date:
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