Clients tick where their income came from and what applies to them, then upload their documents. The partner's name only shows on a joint return, business figures only for the self-employed. On Pro, an AI reply lists the documents you will probably still need, for you to check first.
Accountants and tax preparers chasing the same documents every season. Send it to every client in one go and see who has replied in the inbox.
It never asks for a tax ID or account numbers; you collect those your own way.
Every question in this template
The pages as a respondent meets them. Pick any question to open it in the live preview above.
- Page 1Questions5 questions
- Page 2Your income4 questions
- Page 3Deductions and changes4 questions
- ThenThank you
We'll look through everything and let you know if anything is missing.
Conditional logic is already set up
Every answer, in one place
Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.
- Partial answers and drop-off by question, on every plan
- CSV, JSON and PDF on every plan, Excel on Pro
- Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforTax return checklist · just nowNew- Your name
- Maya Okafor
- Your email
- maya@northstar.co
- Which return is this for?
- This year's return
- How will you be filing?
- On my own
- Your spouse or partner's name
- Maya Okafor
- Where did your income come from this year?
- A jobSelf-employment or a business
and 7 more answers
Three steps, a couple of minutes
- Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
- Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
- formkit.app/you/tax-return-checklist3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
What this form can also do
Questions about this template
Can I keep the form private?
Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.
Will the AI work out anyone's tax?
No. It is told not to estimate tax or refunds and not to give advice. It only lists what seems missing, and every reply waits for you to approve it.
Can clients finish later?
Yes. They can save and finish later with a link to their answers, so the last document can follow.