Follow the steps to accurately complete your tax client data sheet.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the 'Taxpayer' and 'Spouse' sections. Enter the first name, middle initial, last name, social security number (SSN), date of birth, and occupation for both individuals. Check the relevant boxes for federal elections campaign fund contribution, dependent status, and whether you or your spouse is blind or disabled.
3. Indicate your marital status by selecting one of the options: single, married, separated, or divorced. Fill out the street address, PO box if applicable, city, state, and ZIP code. If you live within city limits, select 'Yes' or 'No'.
4. Answer whether you moved this year or in the current tax year by selecting 'Yes' or 'No'. If you moved, provide the date moved and the details of your previous and new locations (from city/state to city/state).
5. Complete the contact information section for both the taxpayer and spouse. This includes home phone, mobile phone, email address, and driver's license or state photo ID details. Indicate whether you are providing a current copy of the ID.
6. Fill out the dependent sections, if applicable. Enter the first name, middle initial, last name, SSN, date of birth, relationship, and whether each dependent is blind or disabled.
7. Provide information on how you heard of the office and the name of the person who referred you, if applicable. Include any special issues or comments you may want to address.
8. Once you have completed all fields, save your changes. Review the information for accuracy, download, print, or share the completed form as needed.

Start filling out your OH Brangham & Associates Individual Tax Client Data Sheet online today!