Question

documents list

  • 5 October 2022
  • 6 replies
  • 101 views

Userlevel 4
Badge +5

Does anyone have a generic document list or cognito form they are willing to share that all clients get to request current tax documents etc. This as opposed to sending the outdate pdf organizer. 


6 replies

Userlevel 7
Badge +19

I’ll share ours in the morning. :)

Userlevel 7
Badge +10

Hi @Tom Kneeland 

I would be happy to share ours but I am in Canada so not sure that would be helpful?  What country are you working in?

V

Userlevel 4
Badge +5

I'm in US, but familiar with CDN taxes so it may help. Thanks. 

Userlevel 4
Badge +5

Thanks everyone. Max let me know when you can share the document. 

Userlevel 7
Badge +19

I tried to post, but this is what I got. 😕

I’ll host the file and link it here. 😀

Userlevel 7
Badge +19

I pass some custom information to the Typeform using client request tags. If you want to see more about how I do that, check out this post:

Here’s a list of the questions, descriptions, and types. It’s in JSON, which can be hard to read:

Link: Individual Income Tax Questionnaire

If you would like to talk one-on-one about how we do this in our firm, send me a private message.

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