What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.

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

    Asked by Paradigm39 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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    Answered by KadeJM 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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    Answered by KadeJM 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!]