How can I create a Tax Form to for use with W-2 Files?

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    Paradigm39
    Asked on January 08, 2015 at 10:14 AM

    I own a tax franchise I want to send my clients a w2s by email for them to upload there w2. and I down load it.

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    KadeJM
    Answered on January 08, 2015 at 12:25 PM

    I see you wish to use a jotform to work with W-2 Forms involving taxes.

    This should certainly be possible. All you need to do is create a jotform that can gather your client information depending on what you need. You can then also have an Upload Field included on your jotform so that users can attach their W-2 to then send you. 

    At that point your Email Notification that is attached to your jotform will send you notice of a new submission from your clients. So that when you open it you would be able to quickly and easily see their attached W-2 to download. If you don't want an email sent then you could alternatively obtain it when viewing submissions.

    If you wish to send them a copy you could also use an Autoresponder.

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    KadeJM
    Answered on January 08, 2015 at 12:56 PM

    I've taken a little bit of time just now to create a Tax Form to show you an example of how you can easily do this.

    Demo:  http://form.jotformpro.com/form/50074572573961?   [Clone It!]