Personal template
Family, Children & Education Tax Checkup template.
Families explore paying their kids, education savings, gifting and wealth-transfer conversations.
What it produces
Family Tax Opportunity Report
24 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the family tax opportunity report. You approve it and it's emailed as a branded PDF.
Questions included24
- 1Which best describes your household?
- 2How many children or other potential dependents are part of your household?
- 3What age ranges apply to your children or dependents?
- 4What family changes or milestones are happening now or expected soon?
- 5Does any child or dependent have earned income?
- 6How is that earned income generally received?
- 7About how much earned income does the child or children receive in a typical year?
- 8Has anyone discussed saving or investing earned income for a child, including a Roth IRA conversation?
- 9Does a parent, guardian, or close family member own a business?
- 10Are children or dependents involved in that business?
- 11What type of work do they perform or might they perform?
- 12Is anyone in your family facing education or training costs?
- 13What education stages are relevant?
- 14How are education costs being paid or planned for?
- 15What is your household's current 529 plan situation?
- 16Have you reviewed possible education-related tax benefits with a tax professional recently?
- 17Does any child or dependent own investments or receive investment income?
- 18About how much investment income do they receive in a typical year?
- 19Are family members providing or planning meaningful financial support to children or other relatives?
- 20What types of support or transfers are involved?
- 21Has your family had a trust or wealth-transfer planning conversation?
- 22What would you most like to discuss with a tax professional?
- 23Is there anything else about your family situation you would like your tax professional to know?
- 24Where should we send your Family Tax Opportunity Report?
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