All Purpose Forms
PricingWays to use itTemplatesVideosEmail checkCompareFAQContactLog in

Form templates › Professional & financial

Year-end tax return (received package) form template

For the CPA firm: the bookkeeper's package arrives as a job, then the return status, notes and the preparer's sign-off.

8 questions · 2 pages · fully editable

Use this template — free trial

Already have an account? Log in and pick it from Start from a template.

  • Change, add or remove any question
  • Get an email for every submission
  • Embed it on your website or share a link
  • E-signatures, file uploads and conditional logic built in

Preview

Page 1 · From the bookkeeper

Page 2 · Return

Use this template

More Professional & financial templates

Bookkeeping client onboardingOnboard new bookkeeping or accounting clients.Business valuation requestFor CPA firms: send a client's business to a valuation specialist, with the purpose, date and financials.Consulting discovery questionnaireUnderstand a prospect's business, goals and challenges before the first call.Enterprise onboarding questionnaireMap how a team works today before moving it onto All Purpose Forms: the current system, the process step by step, fields, letters, reports and what must work on day one. Includes debt collection and court pages.Income verification letter requestFor lenders: ask a borrower's CPA for an income verification letter, once the borrower has signed their authorization.Insurance quote requestQuote requests for home, auto, life or business insurance.Tax documents and engagement letterOne link for clients: a document checklist, uploads and the engagement letter signed online. Replace the example wording with your own.Tax preparation intakeCollect the basics for personal or business tax returns.Year-end package for the CPAFor bookkeepers: send a client's year-end books to the CPA firm for the tax return, with only what they need.

See all form templates →