Tax Form Templates

46 Templates

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.

Tax Preparation Client Intake Form

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.

Customer Registration Forms
W4 Form

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.

Business Registration Forms
Tax Preparer Agreement Form

Tax Preparer Agreement Form

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

Business Registration Forms
W-8BEN

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.

Business Forms
Tax Client Intake Form 2022

Tax Client Intake Form 2022

A tax client intake form is a form used by tax accountants to collect information from potential clients.

Petition Forms
Form 1040 - Individual Income Tax Return Form

Form 1040 - Individual Income Tax Return Form

Fill out your 1040 tax form with ease and save your information as a PDF automatically. Easy to download and send to the IRS. No coding required.

Legal Forms
Tax Intake Form

Tax Intake Form

taxes intake

Tax Forms
Client Tax Questionnaire

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.

Questionnaire Templates
Tax Return Checklist

Tax Return Checklist

A checklist to be completed for tax returns.

Banking Forms
Form 1040 SE Self-Employment Tax Form

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
Tax Return Questionnaire

Tax Return Questionnaire

A tax return questionnaire is a document used to collect information about the client’s tax situation.

Tax Forms
2021 Tax Organizer Form

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
2020 Tax Organizer

2020 Tax Organizer

Tax Organizer

Tax Forms
LUXURY LEVEL TAX IN TAKE

LUXURY LEVEL TAX IN TAKE

Tax Form for Taxes

Tax Forms
Tax Declaration fy 2021-22

Tax Declaration fy 2021-22

This is Savings and Investments declaration for FY 2021-22

Tax Forms
Bank Enrollment Form

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.

Tax Forms
Release of Information Template

Release of Information Template

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

Coronavirus Response Forms
Individual Tax Return Information Form

Individual Tax Return Information Form

Individual Tax Return Information Form

Tax Forms
Tax Seller Servicing Application

Tax Seller Servicing Application

Every professionals are liable to pay taxes on all income from side jobs. The purpose of this form is to collect the tax payers history in its entirety e.g. insurance tax, income tax, online purchase tax and other tax documents to be used for their application and if they are willing to leave all their tax or debt concerns in the hands of a reliable company (you as the form owner).

Application Forms
Advance Child Tax Credit Form

Advance Child Tax Credit Form

Use this free Advance Child Tax Credit Form on your website to let parents claim a tax credit for their child’s education.

Petition Forms
Tax File Declaration Form

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!

File Upload Forms
Tax Registration

Tax Registration

Personal Tax documentation form to aid new and existing clients.

Tax Forms
Consent to Disclose Tax Return

Consent to Disclose Tax Return

A consent to disclose tax return form is used by tax professionals and financial advisors to request permission from a client to disclose sensitive tax information to a third party.

Tax Forms

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Disclaimer

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.