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Client Data Sheet ___ Tax Year You will need to provide: All Income Information such as W2s, 1099, and 1098 forms received. Social Security Cards for all persons on your tax return. Valid Picture

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What is you will need to?

You will need to complete a form for tax purposes.

Who is required to file you will need to?

Individuals and businesses who meet certain criteria are required to file.

How to fill out you will need to?

You can fill out the form online or submit a paper copy by mail.

What is the purpose of you will need to?

The purpose of the form is to report income and expenses for tax purposes.

What information must be reported on you will need to?

You must report your total income, deductions, and credits.

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