Typeform T1 Tax Organizer
Make the client experience engaging with this T1 Organizer that can be imported into your Typeform account.
Gathering information for personal taxes is tedious and time consuming for both you and your clients.
Create a modern, easy to understand experience for your clients.
Lighten your load with a single source of truth landing place for all the information you need to complete the T1s.
It takes patience and time, that you likely don't have, to craft this form. Luckily we have done that for you.
What You Get:
A Typeform template that is a beautiful end user experience!
Conditional logic fills in data to fields as your client answers questions and logic jumps are created by how they answer questions
Add links to portals so they can upload where you want them to, seamlessly
Add links to schedule addendum questions so they can fill in more details
If you didn’t notice it on the store, I also sell a T1 addendum spreadsheet for $100.00.
Schedule A to F are covered as well as Dependent, Investment Disposal, Medical, Teaching and Fitness expense tabs
About What’s Included
A Typeform T1 template and clear instructions on how we will pop it into your Typeform account for you.
About What’s Additional
A T1 addendum spreadsheet for $100.00.
Schedule A to F are covered as well as Dependent, Investment Disposal, Medical, Teaching and Fitness expense tabs
You will be give instructions to purchase that once you download this Typeform template.
Or send me a note directly at calmwaters@calmwaters.ca if you want to purchase this right away.