Tax organizer template: learn what changed before documents

Clients send a shoebox of documents and a message that says "same as last year". Then you spend a day finding out what changed. I would rather ask first, in a form, before the paperwork arrives. It works as a tax client intake form.

About the household. The tax year, the household status and the number of dependants. This tells you which return you are preparing.

About income and changes. Income sources, life changes such as a move, a new baby or a sold home, and any letter from a tax office. These are the things that make this year different from the last.

About paperwork and timing. Which documents the client has ready, who prepared last year's return, the date they need it done and their questions. Documents travel through your own secure channel, because this form takes no files.

Who fills it and who reads it

Clients fill it, or hand it to their own AI. You read the CSV. Their AI might ask "Which tax year is this for?" Then "Where did your income come from?" Then "Did anything big change this year?" It shows the answers and sends only after a yes. See agent-fillable forms.

What I left out, and a tip

The form asks for no tax numbers, bank details or government ID numbers. This is a form, not tax advice, so a qualified professional decides what applies to each client. Browse forms for accountants, lawyers and consultants. A translation quote form helps when clients bring documents in another language, and a referral form brings in new clients.

Questions

Does the form ask for tax numbers?

No. It leaves out tax IDs, bank details and government numbers on purpose. A required box reminds clients to send documents and numbers through your own secure channel.

How do I plan my season from the CSV?

Sort by the needed_by and income_sources columns. Clients with several income sources usually need more preparation, so you can reserve time for them first.

What if a client's situation changes after sending?

Each response is a snapshot. Ask the client to send the form again, then use the newest row for that name and ignore the older one.

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Your tax year organizer",
  "description": "Answer these questions before you send any documents. Please do not type tax numbers or bank details here.",
  "fields": [
    {
      "id": "client_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "client_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "client_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "tax_year",
      "label": "Which tax year is this for?",
      "type": "number",
      "required": true,
      "min": 2000,
      "max": 2027
    },
    {
      "id": "household_status",
      "label": "Your household status",
      "type": "single_choice",
      "required": true,
      "options": [
        "Single",
        "Married or partnered",
        "Widowed",
        "Something else"
      ]
    },
    {
      "id": "dependants_count",
      "label": "How many dependants do you support?",
      "type": "number",
      "min": 0,
      "max": 12
    },
    {
      "id": "income_sources",
      "label": "Where did your income come from this year?",
      "type": "multi_choice",
      "required": true,
      "options": [
        "Employment",
        "Self-employment or freelance work",
        "Rental income",
        "Investments or dividends",
        "Pension or retirement income",
        "Benefits",
        "Income from abroad",
        "Sale of property or shares",
        "Something else"
      ]
    },
    {
      "id": "life_changes",
      "label": "Did any of these happen this year?",
      "type": "multi_choice",
      "options": [
        "Moved home",
        "Got married or partnered",
        "Had a child",
        "Bought a home",
        "Sold a home",
        "Started a business",
        "Retired",
        "Lost a job",
        "None of these"
      ]
    },
    {
      "id": "documents_ready",
      "label": "Which documents do you have ready?",
      "type": "multi_choice",
      "options": [
        "Income statements",
        "Interest and dividend statements",
        "Expense receipts",
        "Mortgage or rent records",
        "Donation receipts",
        "Last year's return"
      ]
    },
    {
      "id": "last_year_preparer",
      "label": "Who prepared last year's return?",
      "type": "single_choice",
      "options": [
        "I did it myself",
        "A professional",
        "I did not file",
        "This is my first time"
      ]
    },
    {
      "id": "received_tax_letter",
      "label": "I received a letter from a tax office this year",
      "type": "checkbox"
    },
    {
      "id": "needed_by",
      "label": "Date you need it filed by",
      "type": "date"
    },
    {
      "id": "questions_for_us",
      "label": "Questions or worries",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "secure_channel_agreed",
      "label": "I will send documents and numbers through your secure channel, not through this form",
      "type": "checkbox",
      "required": true
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Your tax year organizer","description":"Answer these questions before you send any documents. Please do not type tax numbers or bank details here.","fields":[{"id":"client_name","label":"Your full name","type":"short_text","required":true,"max_length":150},{"id":"client_email","label":"Your email","type":"email","required":true},{"id":"client_phone","label":"Your phone","type":"phone"},{"id":"tax_year","label":"Which tax year is this for?","type":"number","required":true,"min":2000,"max":2027},{"id":"household_status","label":"Your household status","type":"single_choice","required":true,"options":["Single","Married or partnered","Widowed","Something else"]},{"id":"dependants_count","label":"How many dependants do you support?","type":"number","min":0,"max":12},{"id":"income_sources","label":"Where did your income come from this year?","type":"multi_choice","required":true,"options":["Employment","Self-employment or freelance work","Rental income","Investments or dividends","Pension or retirement income","Benefits","Income from abroad","Sale of property or shares","Something else"]},{"id":"life_changes","label":"Did any of these happen this year?","type":"multi_choice","options":["Moved home","Got married or partnered","Had a child","Bought a home","Sold a home","Started a business","Retired","Lost a job","None of these"]},{"id":"documents_ready","label":"Which documents do you have ready?","type":"multi_choice","options":["Income statements","Interest and dividend statements","Expense receipts","Mortgage or rent records","Donation receipts","Last year'\''s return"]},{"id":"last_year_preparer","label":"Who prepared last year'\''s return?","type":"single_choice","options":["I did it myself","A professional","I did not file","This is my first time"]},{"id":"received_tax_letter","label":"I received a letter from a tax office this year","type":"checkbox"},{"id":"needed_by","label":"Date you need it filed by","type":"date"},{"id":"questions_for_us","label":"Questions or worries","type":"long_text","max_length":1500},{"id":"secure_channel_agreed","label":"I will send documents and numbers through your secure channel, not through this form","type":"checkbox","required":true}]}'

JSON definition

json

{
  "title": "Your tax year organizer",
  "description": "Answer these questions before you send any documents. Please do not type tax numbers or bank details here.",
  "fields": [
    {
      "id": "client_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "client_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "client_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "tax_year",
      "label": "Which tax year is this for?",
      "type": "number",
      "required": true,
      "min": 2000,
      "max": 2027
    },
    {
      "id": "household_status",
      "label": "Your household status",
      "type": "single_choice",
      "required": true,
      "options": [
        "Single",
        "Married or partnered",
        "Widowed",
        "Something else"
      ]
    },
    {
      "id": "dependants_count",
      "label": "How many dependants do you support?",
      "type": "number",
      "min": 0,
      "max": 12
    },
    {
      "id": "income_sources",
      "label": "Where did your income come from this year?",
      "type": "multi_choice",
      "required": true,
      "options": [
        "Employment",
        "Self-employment or freelance work",
        "Rental income",
        "Investments or dividends",
        "Pension or retirement income",
        "Benefits",
        "Income from abroad",
        "Sale of property or shares",
        "Something else"
      ]
    },
    {
      "id": "life_changes",
      "label": "Did any of these happen this year?",
      "type": "multi_choice",
      "options": [
        "Moved home",
        "Got married or partnered",
        "Had a child",
        "Bought a home",
        "Sold a home",
        "Started a business",
        "Retired",
        "Lost a job",
        "None of these"
      ]
    },
    {
      "id": "documents_ready",
      "label": "Which documents do you have ready?",
      "type": "multi_choice",
      "options": [
        "Income statements",
        "Interest and dividend statements",
        "Expense receipts",
        "Mortgage or rent records",
        "Donation receipts",
        "Last year's return"
      ]
    },
    {
      "id": "last_year_preparer",
      "label": "Who prepared last year's return?",
      "type": "single_choice",
      "options": [
        "I did it myself",
        "A professional",
        "I did not file",
        "This is my first time"
      ]
    },
    {
      "id": "received_tax_letter",
      "label": "I received a letter from a tax office this year",
      "type": "checkbox"
    },
    {
      "id": "needed_by",
      "label": "Date you need it filed by",
      "type": "date"
    },
    {
      "id": "questions_for_us",
      "label": "Questions or worries",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "secure_channel_agreed",
      "label": "I will send documents and numbers through your secure channel, not through this form",
      "type": "checkbox",
      "required": true
    }
  ]
}

Tax organizer template for the start of tax season