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.
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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