Streamline the process your clients use to submit their Tax Return information with our Tax Return Information Form resources.

Lets face it the forms created in the tax return prep softwares leave a lot to be desired! They're clunky, you have to print them out and then email. Clients never respond to them. That's why we've created our own and now made this available to other accountants that you can access here.

This form has been created in Google Forms - because Google make great products! And their forms have a great UX (user experience) meaning that your clients are more likely to complete it. 

The form is dynamic. So if your client has extensive affairs it will open sections to allow them to include details from additional properties or investments for example. IF their affairs are simple, it will simply allow them to skip the sections easily by clicking 'no' to the questions. 

With this form you will:

• Get information from your clients faster
• Not have to worry about chasing your clients for individual bits of information
• Not  have to worry about forgetting to ask for something as its all included in the form
• Create a great impression with your clients that increases your perceived value and therefore ability to charge more
• Save hours trying to make a similar form for yourself!

• Our cover email that accompanies the form to get more clients to respond, faster
• A how to guide on how to use the form
• A video explaining the benefits of using the form to capture client data