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CUSTOMER INFORMATION SHEET Taxpayer: Name (Exactly as written on Social Security Card) SSN Spouse: Name (Exactly as written on Social Security Card) Mailing or Street Address Occupation or Job Title
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Start by gathering all the necessary information about the customer. This may include their name, contact information, and any other relevant details.
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Fill in the customer's transaction details, such as the date of purchase, product/service purchased, and the amount paid. This information is important for record-keeping and tracking purposes.
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