Get Customer Data Form - Stewart Unlimited Tax

The Customer Data Form - Stewart Unlimited Tax is essential for gathering necessary client information to assist with tax preparation. Completing this form accurately can help ensure that you receive the maximum refund possible.

Follow the steps to efficiently complete your Customer Data Form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Provide your contact information in the 'Taxpayer Name' field, including your Social Security Number (SSN) and birthdate. Make sure to input your current occupation and email address accurately.
3. Complete the address section with your home details, including apartment number (if applicable), city, state, and ZIP code. Ensure that all phone numbers are entered correctly for daytime, evening, and mobile contacts.
4. Fill in your spouse’s information, including their name, SSN, and birthdate, if applicable. Repeat the address, occupation, and contact details as required.
5. List each dependent's details, including their full name, Social Security number, relationship to you, and date of birth. If there are more than three dependents, please use the appendix provided.
6. Input child care provider information, including the provider's SSN or EIN, name, address, and annual amount paid. Again, if you have more than two providers, please utilize the appendix.
7. Indicate your tax situation by checking all applicable boxes related to your status as a U.S. citizen, dependent, employment, and business ownership. Provide any necessary employment and income data if requested.
8. Complete the items related to deductions and adjustments, checking all that apply for itemized deductions or self-employment data. Gather necessary documentation to support these entries.
9. Review all information for accuracy. Ensure that the 'Under penalties of perjury' statement is understood as you attest to the truthfulness of the information provided.
10. Finally, sign and date the form both for yourself and your spouse, if applicable. You can then choose to save your changes, download, print, or share the form as needed.

Start completing your Customer Data Form online today to ensure a smooth tax preparation process.