Title: Start from a template | OneForm > Pick one of OneForm's ready-made tax checkups, with questions, logic and report instructions already written, and make it yours. Source: https://oneform.si/help/forms/start-from-a-template/ --- 1. [Help Center](https://oneform.si/help/) 2. [Forms](https://oneform.si/help/forms/) 3. Start from a template [View as Markdown](https://oneform.si/help/forms/start-from-a-template.md) # Start from a template Pick one of OneForm's ready-made tax checkups, with questions, logic and report instructions already written, and make it yours. Admins and ownersUpdated October 22, 2026 · 2 min read [Open Create ↗](https://app.oneform.si/create?help=start-from-a-template) OneForm's templates are tax checkups written for accounting and CPA firms. Each one is a complete form: the questions, the logic that skips what doesn't apply, a welcome screen, and instructions for the report OneFormAI drafts from every response. ## Use a template 1. Click **Create** in the menu and choose **From a template**. You can also click **New form** on the **Forms** page and choose **Start from a template**. 2. Filter by **Business**, **Real estate** or **Personal**, or leave **All** selected. 3. Read the card: what the template asks, **Creates:** (the report the client gets) and how many questions it has. 4. Click **Use template**. ![The template gallery with tax checkups for business owners, real estate investors and individuals](https://app.oneform.si/media/10b0e9ca-68e4-504e-8ca3-2fbc3b083f7f) The new form opens in the builder as a draft. Change any question, then publish it when you're ready. See [Publish a form](https://oneform.si/help/forms/publish-a-form/). ## The templates | Template | For | Creates | | -------------------------------------------- | ------------------------------- | -------------------------------------------------------------------------- | | **Tax Opportunity Report** | Business owners | A personalized report of tax-saving opportunities | | **Business Owner Tax Checkup** | Business owners | Tax-planning conversation starters about their business, books and payroll | | **S Corporation Tax Checkup** | Existing S corporations | A review of reasonable compensation, payroll, basis and compliance gaps | | **Should I Be an S Corporation?** | Sole proprietors and LLC owners | Whether an S corporation election is worth analyzing | | **Real Estate Investor Tax Checkup** | Real estate investors | Ownership, depreciation, cost segregation, rental losses and financing | | **Short-Term Rental Tax Checkup** | Short-term rental owners | Guest stays, participation, depreciation and records | | **Year-End Tax Planning Checkup** | Individuals, before December | A prioritized year-end action plan | | **Retirement & Roth Tax Checkup** | Individuals | Retirement accounts, Roth conversions, contributions and distributions | | **Investment & Capital Gains Tax Checkup** | Investors | Capital gains, loss carryforwards, stock compensation and giving | | **Family, Children & Education Tax Checkup** | Families | Paying your kids, education savings, gifting and wealth transfer | Every template sends its report to the client after you review it. ## Good to know - **Templates have reports turned on.** Open the form's **Report** tab to read or change the instructions OneFormAI follows. See [Set up a report on a form](https://oneform.si/help/reports/set-up-a-report/). - **Your firm's design is used.** If your firm has a design preset set for new forms, the template starts in that design. See [Brand your forms](https://oneform.si/help/forms/brand-your-forms/). - **Templates don't use OneAI Tokens to create.** Tokens are used later, when reports are drafted from responses. - **Want something else?** Describe it and let OneFormAI build it instead. See [Create a form with AI](https://oneform.si/help/forms/create-a-form-with-ai/). Or choose **Blank form** to start from scratch. - **Templates aren't the same as sample forms.** Sample forms show off what OneForm can do. See [Sample forms](https://oneform.si/help/getting-started/sample-forms-and-data/). ## Why don't I see a template's logo or booking link? Templates leave out firm-specific details. Add your logo in **Settings** and turn on **Show the firm logo** on the welcome screen. Add a call at the end on the thank-you screen. See [Welcome and thank-you screens](https://oneform.si/help/forms/welcome-and-thank-you-screens/). Was this article helpful? [← PreviousCreate a form with AI](https://oneform.si/help/forms/create-a-form-with-ai/)[Next →Tour the form builder](https://oneform.si/help/forms/tour-the-form-builder/) ## Related articles [Create a form with AIDescribe the form you need in a sentence, or attach an existing one, and OneFormAI builds the questions, logic and report for you.](https://oneform.si/help/forms/create-a-form-with-ai/)[Tour the form builderThe builder's tabs, how the question list, preview and side panel fit together, and how saving, undo and previews work.](https://oneform.si/help/forms/tour-the-form-builder/)[ReportsSet up a report on a formTurn on reports for a form, choose an advice report or a document, and set its title, look and instructions.](https://oneform.si/help/reports/set-up-a-report/)[Publish a formTake a form live so its link and your website accept responses, see what's left to set up, and unpublish it to stop taking responses.](https://oneform.si/help/forms/publish-a-form/) Still stuck? 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