Tax Client Information Sheet

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Send what you have now. Missing information can be completed with your preparer.

Tax filing year

What are we filing for you?

Personal tax filing status

First name

Last name

Address

City

State

Zip code

Date of birth

Phone number

Social Security Number

Dependents

Banking information for direct deposit

Bank name

Account type

Routing number

Account number

Identification

Driver's license / State ID number

State issued

Issued date

Expire date

Upload your documents

Take a clear photo or upload a PDF. Max 20 MB each.

W-2s

All W-2s from every employer

Add file or photo

1099s

1099-NEC, MISC, INT, G, etc.

Add file or photo

Driver's license / State ID

Front and back photo

Add file or photo

Social Security cards

You and every dependent

Add file or photo

Certifications & acknowledgments

Client Tax Information Certification & AcknowledgmentI hereby swear and affirm that all tax documents, financial records, and information provided to FileVault for the preparation of my tax return are true, accurate, complete, and inclusive of all required information, and I acknowledge that FileVault is relying solely on the information I provide and shall not be held responsible or liable for inaccurate, incomplete, omitted, or falsified information supplied by me, including any resulting IRS audits, penalties, interest, or assessments, to the extent permitted by law.

Your initials — information certification

Refund, Direct Deposit & Tax Agency AcknowledgmentI understand and agree that FileVault is solely my tax preparation advisor and has no control over the approval, processing, amount, timing, issuance, or direct deposit of my tax refund, and I acknowledge that FileVault is not responsible or liable for any refund delays, holds, offsets, cancellations, adjustments, reductions, rejected deposits, or withholding of funds resulting from IRS or state agency actions, banking issues, verification requirements, or my prior debts, obligations, unpaid taxes, child support, government debts, or other financial liabilities.

Your initials — refund acknowledgment