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2017 Client Information Worksheet We have designed this tax worksheet to help clients provide us with as much relevant tax information as possible. This is important because it helps us to ensure

How to fill out 2017 client information worksheet

How to fill out 2017 client information worksheet:

1. Start by gathering all necessary documents and information, such as the client's personal details, contact information, and financial information.
2. Begin filling out the worksheet by entering the client's full name, address, and phone number in the designated fields.
3. Provide accurate and up-to-date information regarding the client's marital status, including the name of their spouse, if applicable.
4. Include the client's social security number or taxpayer identification number for tax purposes.
5. Specify the client's occupation and employer details, including the company name and address.
6. Indicate any dependents the client may have by entering their names and social security numbers, if applicable.
7. Provide information about the client's financial accounts, such as bank accounts, investment accounts, retirement funds, and any outstanding debts.
8. Include details about the client's income sources, including employment income, self-employment income, rental income, and any other sources of income.
9. If the client has any deductible expenses, such as education expenses, medical expenses, or business expenses, make sure to accurately record them in the worksheet.
10. Finally, review the completed worksheet for any errors or omissions before submitting it to the relevant party or using it for tax or financial purposes.

Who needs 2017 client information worksheet:

1. Tax professionals or CPAs who are preparing the client's tax return for the year 2017 will require the client information worksheet to accurately file the taxes.
2. Financial advisors or investment brokers may need the worksheet to assess the client's financial situation and make appropriate recommendations or adjustments.
3. Lawyers or estate planners might use the worksheet to understand the client's personal and financial background and provide appropriate legal advice or plan for the future.

Overall, the 2017 client information worksheet is essential for anyone who needs to gather comprehensive information about a client's personal and financial situation for tax, financial, or legal purposes.

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What is client information worksheet?

The client information worksheet is a document that contains detailed information about a client, including personal details, contact information, financial information, and any other relevant details.

Who is required to file client information worksheet?

Any individual or entity that has clients and needs to keep track of their information is required to file a client information worksheet.

How to fill out client information worksheet?

To fill out a client information worksheet, you will need to gather all the necessary information about your client and input it into the designated fields on the worksheet.

What is the purpose of client information worksheet?

The purpose of a client information worksheet is to help businesses maintain accurate and up-to-date records of their clients, which can be used for various purposes such as communication, marketing, and providing better customer service.

What information must be reported on client information worksheet?

The information that must be reported on a client information worksheet includes the client's name, address, phone number, email address, date of birth, social security number, financial information, and any other relevant details.