Tax Information Worksheet Template printable pdf download

Tax Information Worksheet Template

READI TAX SOLUTIONS, LLC

INFORMATION WORKSHEET

Name ______________________

Spouse’s Name _____________________________

SSN _______________________

Spouse SSN ________________________________

Occupation _________________

Spouse Occupation__________________________

Date of Birth ___________ (mmddyyyy) Spouse _____________ (mmddyyyy)

Telephone #: Work ___________________

Home ________________

C____________

Spouse Tele#: Work ___________________

Home ________________

C____________

Address ________________________________________________________________

Street

City

State/ZIP

Can we print your telephone #s on your tax return? Home ____ Work ____

Did you work in another state other than the state where you live? yes___ no___

If yes, what state ____________________

Identification: Type (DL) or (State ID) #____________ (Spouse) #__________

Dependent:

Name

SSN

Date of Birth Relationship

mmddyyyy)

____________________________________________________________________________

Did your dependent(s) live with you? ____yes ____no

Do want the tax preparer’s name & telephone # printed on your tax return? ___yes ___no

Refund Options:

Paper Checks: ___yes ___no

Your tax return is mailed directly to the IRS and your refund check will be mailed to the address shown

above. It takes approximately 4 to 6 weeks. Payment for tax preparation required at the time the tax

return is completed.

E-file: ___yes ___no

Your tax return is submitted electronically and you will receive your tax refund within 14 to 16 days.

Your tax refund will be mailed. Payment for the tax preparation is required at the time the tax return is

completed or the return can be sent from the IRS to the tax software’s bank. The bank will take out the

Tax Information Worksheet Template