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CLIENT DATA SHEET

 

For Individuals

 

Client #					Group with:
Taxpayer’s legal name
Spouse’s legal name
Salutation:  Dear
Home address
Mailing address
Home phone					Home fax
Cell phone					Email address
Employment Information
Taxpayer (o check here if primary contact)					Spouse (o check here if primary contact)
Employed by					Employed by
Type of business					Type of business
Phone					Phone
Fax					Fax
Email					Email
Account Information
Engagement Partner		Billing Staff		Contact Staff		2nd Partner		Tax ptr/mgr
Year end	Fee estimate		Mark billing rates up/down (%)				Pay fee to
o New client packet/letter					Date sent
o Engagement letter (o Canned OR o Sample attached)					Date sent
File Preparation Check all that apply:
o   Billing file
o  Workpaper file(s)					Dated
o  Permanent workpaper file
o  Tax files(s)					Dated
o  Permanent Tax file
o  MAS file					Labeled
o  Other (specify)
o  Route files to:					o  File room

 

 

Check all that apply:

o  Tax Services
o  Compliance/returns (next return Due Date?)
o  Other state returns (state(s)?)
o  City license/County		o  Add to Lacerte? (attach prior year Form 1040)
o  Property tax return (County?)		o  Print organizer?
o  Tax consulting/advice		o  Other (describe)
o  Accounting Services
o  Personal financial statements		o  Payroll
o  Quarterly reports		o  Year end reports (Form W-2, 1099, etc)
o  Other (describe)
o  Other Services (describe)
Databases
o  Time & Billing		o  Tax due date list
o  Marketing	o  Payroll mailing list		o  Not-for-profit newsletter
o  Mailing address (if different from page 1):       Addressee
Mailing address
Marketing
Lead Source:
o  Staff development		o  Nonprofit newsletter
o  Trade association		o  Yellow pages
o  Trade show		o  Past client
o  Advertising		o  Client referral (who?)
o  Seminar/meeting		o  Other referral (who?)
Attorney
Banker
Insurance
Previous Accountant
Comments:

 

Originating staff approval	Date
Manager approval	Date

 

 

Click filename below to access file

Client Data Sheet for Individuals.doc

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