PTS Customer Intake | Paris Tax Service An

Please take a moment to fill out the form.

Employees Name

Primary Tax Payer Full Name:

Drivers License/ State ID #:

Occupation:

Phone #: Work/Cell/Home

Email address:

Birthday (MM/DD/YYYY):

Social Security #:

Address:

City/State/Zip:

Spouse Full Name (if applicable):

Drivers License/ State ID #:(Expiration Date)

Occupation:

Phone#: Work/Cell/Home

Email address:

Birthday (MM/DD/YYYY):

Social Security #:

1. Were you married on the last day of the year?

2. Did you and your spouse live together?

3. Are you widowerer?

4. Can you be claimed as a dependent on another person's tax return?

5. Are you living with someone else?

Dependent Information List your Dependents in the box below include their names, relationship to dependent, date of birth, social security number, and the number of months in home:

Full Name of All Dependents

DOB for All Dependent listed above

Social Security No. for every Dependent listed above:

Relationship to every Dependent listed above:

#Mths in home

Other Items

Do you Own or Rent?

Can you provide Lease, mortgage statement, property Tax letter? Please upload

Do you pay for the heating? Is the heat bill in your name? Please upload the heating cost or bill for 25

Did you receive section 8 or housing assistance?

Do you have expenses for childcare?

Did you file prior year taxes?

Did you receive your refund?

Are you applying for an advance?

Would you like your return in Direct Deposit, CHECK, OR CARD form?

Direct Deposit #. Please give a deposit form to ensure accuracy.

Do I Have your Consent to Call the Offset Hotline on information on your Debt/Offset status? *

YES

NO

Please upload all documents in your customer portal on Paristaxservice.com. Sign in with your email.

Thank you for submitting!