TaxPayer Data Sheet

    Filing Status Yes/No
    Married Filing Jointly
    Married Filing Separately
    Head of Household
    If not US, Canada, Mexico, - Resident Alien
    Number of Dependents

    Taxpayer attest that the information provided are TRUE and are to be use for the sole purpose of filing his/her Income Tax Return. Tax Preparer is required keep a copy of documents provided for up to three years and to safeguard taxpayer information in a secure location. The information is to be use for sole purpose of filing tax return.

    Documents Present Yes/No - How Many
    Form 1099-NEC/Form 1099-Misc/1099-K
    Business Information