Tax Client Information Sheet

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Web wondering what tax documents you need to finish your return? H&r block can help you put together a tax checklist for tax preparation so you don’t miss a thing. *this form is required to be filled out by all clients. The information will not submit if a required field is not filled out.

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___________ are you a u.s. Download excel, word, or pdf versions and customize them to suit your needs. Stars (*) indicate required fields. Returns will not be prepared without a completed info sheet!