Tax Return Client Intake
Annual accountant intake collecting income sources, expenses and supporting documents.
A ready-to-use finance, insurance & tax form for advisers, brokers and finance teams: 14 questions, 2 pages.
- Questions
- 14
- Pages
- 2
- Layouts
- classic
Also filed under
Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 2 — Your details
This template runs as a straight sequence — no branching rules.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Tax Return Client Intake is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.
- Advisers, brokers and finance teams working in finance, insurance & tax.
- Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
- Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
- Respondents are clients and applicants — the form asks them 14 questions across 2 screens.
Why this form is useful
It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.
- 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It accepts a document or photo upload as evidence.
- It allows multiple selections without free text.
- It captures a numeric value you can filter and sort on.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Tax Return Client Intake lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered.
- This template ships without branching rules, but it does use page-by-page progress with validation on each step.
- You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Your details
- Client namerequired
- Email addressrequired
- Phone number
- Tax reference / UTR
- Tax yearrequired
- Filing statusrequired
Page 2 — Income & expenses
- Income sources this yearrequired
- Total turnover / income
- Total allowable expenses
- Do you make pension contributions?
- Charitable donations under Gift Aid?
- Upload statements, invoices and receipts
- Anything unusual we should know about this year?
- Agreementrequired
14 questions in total.
Works in this layout
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Privacy & compliance
This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.
Frequently asked questions
Is the Tax Return Client Intake template free to use?
Yes. You can preview and test Tax Return Client Intake on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Tax Return Client Intake template ask for?
It asks 14 questions across 2 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Tax Return Client Intake form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
Can I add conditional logic to this finance, insurance & tax form?
Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.
Where do responses to the Tax Return Client Intake form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Tax Return Client Intake form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
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