Client Data Sheet for Individuals template

CLIENT DATA SHEET For Individuals Client # Taxpayer’s legal name Spouse’s legal name Salutation: Dear Home address Mailing address Home phone Cell phone Home fax Email address Group with: Employment Information Taxpayer ( check here if primary contact) Employed by Type of business Phone Fax Email Spouse ( check here if primary contact) Employed by Type of business Phone Fax Email Account Information Engagement Partner Year end  New client packet/letter  Engagement letter ( Canned OR  Sample attached) Billing Staff Fee estimate Contact Staff 2nd Partner Tax ptr/mgr Pay fee to Mark billing rates up/down (%) Date sent Date sent File Preparation Check all that apply:  Billing file  Workpaper file(s)  Permanent workpaper file  Tax files(s)  Permanent Tax file  MAS file  Other (specify)  Route files to:  File room Labeled Dated Dated Check all that apply:  Tax Services  Compliance/returns (next return Due Date?)  Other state returns (state(s)?)  City license/County  Property tax return (County?)  Tax consulting/advice  Accounting Services  Personal financial statements  Quarterly reports  Other (describe)  Other Services (describe)  Add to Lacerte? (attach prior year Form 1040)  Print organizer?  Other (describe)  Payroll  Year end reports (Form W-2, 1099, etc) Databases  Time & Billing  Marketing  Payroll mailing list  Tax due date list  Not-for-profit newsletter  Mailing address (if different from page 1): Addressee Mailing address Marketing Lead Source:  Staff development  Trade association  Trade show  Advertising  Seminar/meeting Attorney Banker Insurance Previous Accountant      Nonprofit newsletter Yellow pages Past client Client referral (who?) Other referral (who?) Comments: Originating staff approval Managing partner approval Date Date