Special Tax Services Referral Form
***FOR SITE MANAGER AND STAFF USE ONLY***

All STS clients must be referred through this form. Refer to the "STS List of Covered Services" document for detailed information about covered services. If the reason for the referral is not on the list, do not refer the client to STS.

IF THE CLIENT HAS AN F, J, M, or Q VISA: use the Foreign Student and Scholars referral form instead!

THIS DOES NOT SEND AN APPOINTMENT CONFIRMATION. Clients will receive a response within 2 weeks.
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First name *
Last name *
Phone number *
Email address
Reason for Referral (select all that apply) *
Required
Tax Year - For years prior to 2018, check "Other" and indicate the tax year in the Notes section below.
Site preference (for Special Tax Services appt) *
Required
Was Taxpayer given the handout called "You Have Been Referred to STS" with information about documents needed for their STS appointment? *
Required
Client Language Preference *
Required
What tax site are you referring from? *
Required
Notes
What is the TaxSlayer ID (e.g. 8475RS) for the person completing this form? *
Appt date, time, & location (e.g. 10/1 @ 2:00, Prosper North) OR LEAVE BLANK IF NOT SCHEDULED
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