Documents template
Individual tax organizer template.
Clients walk through their year — income, life events, deductions — and get a personalized list of documents to send.
What it produces
Organizer summary + personalized missing-documents checklist
12 questions, with the document 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 organizer summary + personalized missing-documents checklist. You approve it and it's emailed as a branded PDF.
Questions included12
- 1Your details
- 2What's your filing status?
- 3Do you have dependents?
- 4How many dependents?
- 5Which kinds of income did you have this year?
- 6How many rental properties?
- 7Do you work from a home office for your business?
- 8Did you sell, trade or spend any crypto?
- 9Did any of these happen this year?
- 10Did you pay any of these?
- 11Did you make estimated tax payments?
- 12Anything else we should know?
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