Tax Form Templates

41 Templates

Tax Preparation Client Intake Form

Use this Tax Preparation Client Intake Form as a guideline when you file your annual tax return. This intake form has all questions that will help you file your tax accurately.

Tax Forms

W9 Form

Collect W9 Forms online with Jotform’s Smart PDF Forms. Easy to share or embed in your government website. More efficient than paper forms. Fill out on any device.

Tax Forms

W4 Form

Collect tax information from employees. W-4 form and employee's withholding certificate template. Auto-save submissions as PDFs. Works on any device. No coding.

Tax Forms

Tax Preparer Agreement Form

A tax preparer agreement form is an agreement between a taxpayer and a tax return preparer.

Tax Forms

Tax Preparer Agreement Form Experto

A tax preparer agreement form is an agreement between a taxpayer and a tax return preparer.

Tax Forms

W 8BEN

W-8BEN form, or Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Fill out and save as PDF. Easy to use.

Tax Forms

Personal Tax Client Intake Form

An online tax client intake form is an application form for individuals to give their personal information to tax advisors in order to prepare their personal income tax return.

Tax Forms

Tax Preparation Virtual Client Intake Form

A Tax Preparation Virtual Client Intake Form is a form template designed to collect tax information from clients.

Tax Forms

Client Tax Questionnaire

A client tax questionnaire is used by tax professionals to find out if clients are making purchases that can be deducted from their taxes. Customize this template without coding features of Jotform.

Tax Forms

Tax Return Questionnaire

A Tax Return Questionnaire is a form template designed to collect information about a client's tax situation.

Tax Forms

Tax Return Checklist

A checklist to be completed for tax returns.

Tax Forms

Form 1040 SE Self Employment Tax Form

Free tax form template for self-employed US residents. Fillable on any device. Automatically saves responses as PDFs. Sync to 100+ apps. No coding required.

Tax Forms

Form I 9 Employment Eligibility Verification

An I-9: Employment Eligibility Verification form is a crucial tool for employers in the United States to verify the identity and employment eligibility of their employees.

Employee Information Forms

Income Tax Data Form

An income tax data form is a tax form used to collect information about taxable income and other financial information from taxpayers in a given year.

Tax Forms

Tax Information Form

A Tax Information Form is a form template designed to collect tax information from clients.

Tax Forms

2021 Tax Organizer Form

A 2021 tax organizer form is used by U.S. citizens to organize their tax information for the 2021 tax season.

Tax Forms

Tax File Declaration Form

With this tax file declaration form, you can save business time by collecting the government tax file declaration forms online. Keep your business running smoothly with a free online Tax File Declaration Form!

Tax Forms

Tax Declaration Fy 2021 22

This is Savings and Investments declaration for FY 2021-22

Tax Forms

Bank Enrollment Form

A bank enrollment form is a form created by banks to collect data of the customers and their accounts like name, account, balance and more.

Banking Forms

Release Of Information Template

Release of info: Made for an LLC but flexible for. A Nonprofit’s use

Coronavirus Response Forms

Form 4868 Tax Extension Form

Fill out a Smart PDF Form on any device. Apply for a tax deadline extension with Form 4868. Converts into original PDF layout upon submission. Fill out on any device.

Tax Forms

About Tax Forms

Whether you’re a government agency collecting official tax forms or an accountant gathering information from your clients, securely receive tax information online with Jotform’s Tax Forms! Start by selecting a form template below and customizing it to match your needs and branding. Then share the form or embed it in your website to be filled out on any smartphone, tablet, or computer. Submissions are stored in your secure Jotform account and can be converted into professional PDF documents automatically.

Choose a tax form template below and customize it in seconds with our drag-and-drop Form Builder. Upload your company logo, add more form fields to collect documents or e-signatures, receive payments via 30+ popular payment processors, and more. Once you start collecting submissions, you can expertly track them in Jotform Inbox or Jotform Tables — or sync them to your other accounts with 100+ integrations including Google Drive, Dropbox, and more. Streamline the way you collect tax documents with Jotform’s secure online Tax Forms.

These templates are suggested forms only. Before using this or any form as a contract or other legal document, please consult with an attorney to make sure it meets the legal needs or your situation. Do not use this form to send a legal request to Jotform.