Planning template
Year-end tax planning template.
Before December, clients share how the year went and what's coming. They get a planning memo with strategies and deadlines.
What it produces
Year-end planning memo
8 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 year-end planning memo. You approve it and it's emailed as a branded PDF.
Questions included8
- 1Your details
- 2Compared with last year, your income this year is…
- 3Are you planning any big business purchases (equipment, vehicle, software)?
- 4What and roughly how much?
- 5Retirement contributions so far this year
- 6Estimated tax payments this year
- 7What matters most for next year?
- 8Any big changes coming (moves, new business, marriage, a baby)?
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