Get Customer Data Entry

Completing the Customer Data Entry form online can streamline your information submission process. This guide provides a detailed, step-by-step approach to help you accurately fill out each section with confidence.

Follow the steps to complete the Customer Data Entry form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Begin by entering your taxpayer information. Input your Social Security Number (SSN) accurately, followed by your birthdate in the format mm/dd/yyyy. Ensure your name and occupation are clearly stated.
3. Provide your contact details, including your home phone number, email address, and preferred contact method. Indicate your cell phone carrier for text messaging options.
4. Address the dependent question and select your status regarding any additional conditions, such as blindness or active-duty military service.
5. If applicable, fill out the spouse information section by entering their SSN, name, occupation, and contact details in the same manner as your own.
6. Complete the address information section by providing your domestic or foreign address, ensuring to include the street, apartment number if applicable, city, state, and zip code.
7. List any dependents you have. For each dependent, include their name, SSN, relationship, and birthdate.
8. Select your refund preference by checking the appropriate box for your desired method: electronic refund via check, direct deposit, or debit card. Please ensure to answer any supplemental questions truthfully.
9. Lastly, review all your entries for accuracy. Once complete, save your changes or choose to download, print, or share the form as required.

Start filling out your Customer Data Entry form online today to ensure a smooth process.