Business & Individual Tax Organizer Templates for CPAs


Our Cognito Forms Tax Organizer Templates are customizable, brandable and ready to implement into your tax season workflows today.

Tax Organizer Features

If you work with clients for personal, business, or both type blurb could go here.

The Abundant Beans Business Tax Organizer Includes:

  • Tax entity specific data collection
  • Business General Information
  • Partner/Shareholder changes
  • Home Office & Auto Information for qualifying entity types
  • FFRCA & CARES Act provision gathering

The Abundant Beans Individual Tax Organizer Includes:

  • General Information data collection
  • Itemized Deductions
  • Sch C & Rental Property Inputs
  • Investment & Pandemic Relief Questions
  • Estimated Tax Payment Inputs

Potentially a little wrap up paragraph here!
With a nice CTA

CTA Text Here

** You could mention some policies here, or things they need to know like "A Cognito Forms account is required to use the Abundant Beans Tax Organizer Templates