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Married joint client intake refers to the process of gathering information about a married couple to prepare their tax returns jointly.
Married couples who want to file their tax returns jointly are required to complete the married joint client intake.
To fill out the married joint client intake, you need to provide information about both spouses, including their names, social security numbers, income sources, deductions, and other relevant details.
The purpose of married joint client intake is to gather all the necessary information to accurately prepare and file the tax returns of a married couple who has chosen to file jointly.
On the married joint client intake, you must report personal information about both spouses, such as names, social security numbers, employment details, income sources, deductions, and any other information required for accurate tax filing.
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