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DEPARTMENT USE ONLY
Date Received
FINANCIAL STATEMENT
Revenue Agent
• Complete all sections, except shaded areas. • Write “N/A” (not applicable) in those areas that do not apply.
SECTION 1. PERSONAL INFORMATION
Your First Name
Your Social Security Number
MI
Last Name
Your Date of Birth
–
–
Other Names or Aliases Ever Used
Spouse’s First Name
Spouse’s Social Security Number
MI
Last Name
Spouse’s Date of Birth
–
–
Spouse’s Other Names or Aliases Ever Used
Your Drivers License Number
State
Spouse’s Drivers License Number
State
Dependent’s Name (living with you)
Date of Birth
Social Security Number
Relationship
–
–
Dependent’s Name (living with you)
Relationship
Date of Birth
Social Security Number
–
–
Dependent’s Name (living with you)
Date of Birth
Social Security Number
Relationship
–
–
Your Current Address—Physical Site
City
State
ZIP Code
County
Telephone Number
(
)
Your Mailing Address
City
State
ZIP Code
(if different from above)
Previous Address
City
State
ZIP Code
Telephone Number
(if at current address less than 2 years)
(
)
Name of Your Tax Representative (CPA, attorney, enrolled agent)
FAX Number
Telephone Number
(
)
(
)
Address of Your Tax Representative
City
State
ZIP Code
SECTION 2. EMPLOYMENT INFORMATION
Your Employer or Business Name
Business Telephone Number
(
)
Address
City
State
ZIP Code
How long employed:_____
_____
Occupation: _________________
Wage Earner
Sole Proprietor
Partner
Owner Officer
Year(s)
Month(s)
Paid:
Weekly
Bi-weekly
Monthly
Semi-monthly
Number of allowances claimed on Form W-4:____________________
Spouse’s Employer or Business Name
Business Telephone Number
(
)
Address
City
State
ZIP Code
How long employed:_____
_____
Occupation: _________________
Wage Earner
Sole Proprietor
Partner
Owner Officer
Year(s)
Month(s)
Paid:
Weekly
Bi-weekly
Monthly
Semi-monthly
Number of allowances claimed on Form W-4:____________________
150-101-159 (02-08)