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- The Signature Wizard will guide you in adding your e-signature once you’ve inputted the information.
- Enter the date.
- Review the entire document to confirm that everything is completed and no modifications are needed.
- Click Done and download the completed document to your device.
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The client tax organizer is a tool designed to help clients collect and organize their tax-related information. It typically includes a checklist of documents needed for filing. Using the Alliance Tax Service Client Information Form can enhance the organization process and ensure you capture all essential details.
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