Personal Information Sheet

29 STEPS

1. The first step is to open TAX HOUND and click Clients

2. Click New Return

3. Enter the taxpayer’s SSN

4. Reenter taxpayer’s SSN

5. Click Save and Continue

6. Type taxpayer’s first name and Press Tab

7. Type taxpayer’s middle initial

8. Type taxpayer’s last name

9. Select taxpayer’s birth month

10. Select taxpayer’s birth day

11. Select taxpayer’s birth year

12. Type taxpayer’s occupation

13. Answer the question “Did the primary taxpayer receive a form 1095-A Health Insurance Marketplace Statement?”

14. Select taxpayer’s filing status

15. Type taxpayer’s street address

16. Type taxpayer’s zip code and Press Tab

17. Type taxpayer’s email address

18. Type taxpayer’s cell phone number

19. Check the box if the taxpayer opts in to receiving text messages from your tax office.

20. Select taxpayer’s alternate contact phone number type

21. Type taxpayer’s alternate phone number

22. If the taxpayer wishes to have the tax return forms to be printed in Spanish, check the box.

23. If the taxpayer would like a direct deposit (From the IRS or via a Bank Product) Check the box for the correct account type.

24. Type taxpayer’s routing number

25. Re-Type taxpayer’s routing number

26. Type taxpayer’s account number

27. Re-Type taxpayer’s account number

28. Click Save

29. That’s it. You’re done.