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Primo Tax Client Data Form
DEPENDENTS NAME:
MONTH, DAY & YEAR
DEPENDENTS SSN
RELATIONSHIP TO YOUR
MONTHS LIVED IN YOUR HOME
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CHECK ALL THAT APPLY

HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND
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Are you self employed? If yes, please fill out the Self Employed Income and Expenses Data Sheet
CHECK ALL FORMS THAT APPLY

CHILD CARE INFORMATION

UPLOAD FILES

Please upload Source of Income W2's or 1099-Misc, Including your SS#/ITIN and picture ID.

Dependents copy of SS#/ITIN and proof of residency 

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