I need a customer registration form template for a small tax prep.

  • Thread starter Christi Nichols
  • Start date
C

Christi Nichols

I have a small tax preparation service, I am looking for a template to help
me with customer record keeping. It should be something like an application
for the customer to fill out and should include their name, spouse's name,
address, phone number, employers for both spouses, and types of occupations,
social security numbers, desired filing status, names of up to 6 dependants
and their social security numbers and relationships to the filer, etc. If
anyone can help me with this, please email me at
(e-mail address removed) This could even be a word, or publisher
template if necessary.
 

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