Tax Organizer Template
A free online tax organizer for accountants and tax preparers. Clients answer income, deduction and life change questions and upload documents in one place.
Customize the pages and design to fit your needs.
About this template
Send every client one tax organizer link. Collect filing status, dependents, income types, deductions and life changes, with uploads for W2s, 1099s and receipts.
Common uses
- Tax preparers and CPAs
- Bookkeepers onboarding clients
- Seasonal tax document collection
Key features
- Income, deductions and life changes
- Document uploads
- One link for every client
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your filing status?
Single Choice · Single, Married filing jointly, Married filing separately, Head of household, Not sure
How many dependents do you have?
Number
Which kinds of income did you have this year?
Multiple Choice · Wages (W2), Self employment or 1099, Rental income, Investments, Retirement or Social Security, Unemployment
Which of these apply to you this year?
Multiple Choice · Optional · Got married or divorced, Had a baby or adopted, Bought or sold a home, Started a business, Moved states, None of these
Which deductions or credits might you have?
Multiple Choice · Optional · Mortgage interest, Charitable donations, Student loan interest, Childcare costs, Medical expenses, Education costs
Upload your tax documents
File
Anything else your preparer should know?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What is a tax organizer?
A questionnaire accountants send clients before tax season to collect filing status, dependents, income, deductions, life changes and documents in one place.
Can clients upload W2s and 1099s?
Yes. Clients upload their documents in the form, and every file is saved with their answers.
Can I send the same tax organizer to every client?
Yes. Send one link to all clients, or add ref=clientname to each link to see who each response came from.