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.
documents list
Hi
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
I'm in US, but familiar with CDN taxes so it may help. Thanks.
Thanks everyone. Max let me know when you can share the document.
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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