Creating a Tax Return Checklist

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    Todd_Woods
    Asked on February 19, 2021 at 05:44 AM

    Hello

    Are you able to suggest a template or the best way to create an online form that:

    • asks a client questions that correlate to a tax return
    • collective receipts and other supporting files (eg spreadsheet, PDFs) for each applicable questions
    • save that information to Dropbox or OneDrive
    • be embedded in a website or attached to an email
    • has our firm’s logo on it

    The attached URL is a good starting point

    Thank you

    Todd

  • Profile Image
    ashwin_d
    Answered on February 19, 2021 at 08:26 AM

    asks a client questions that correlate to a tax return

    I am not sure if I have understood your question correctly. Do you want to validate the data the user input in form? Please let us know and we will take a look.


    collective receipts and other supporting files (eg spreadsheet, PDFs) for each applicable questions

    You can add file upload field in form which will allow users to upload file in form. The following guide should help you how to build file upload form: https://www.jotform.com/help/332-how-to-create-file-upload-forms


    save that information to Dropbox or OneDrive

    Yes you can integrate your form with Dropbox and OneDrive. The following guides should help you:

    Dropbox: https://www.jotform.com/help/77-upload-to-dropbox-with-jotform

    OneDrive: https://www.jotform.com/help/1349-how-to-integrate-jotform-with-onedrive


    be embedded in a website or attached to an email

    It is possible to embed form in the webpage and the following guide should help you: https://www.jotform.com/help/34-embedding-a-form-to-a-web-page


    has our firm’s logo on it

    Yes you can add a logo in your form. Please check the screenshot below on how to add the logo in form:

    1613741151_602fbc5f61f05_addLogo.gif

    Hope this helps.

    Do get back to us if you have any questions.