{"id":31,"date":"2018-03-05T13:43:05","date_gmt":"2018-03-05T13:43:05","guid":{"rendered":"https:\/\/www.123formbuilder.com\/blog\/get-inspired-tackle-tax-time-with-an-tax-organizer-form"},"modified":"2022-09-12T14:36:53","modified_gmt":"2022-09-12T14:36:53","slug":"get-inspired-tackle-tax-time-with-an-tax-organizer-form","status":"publish","type":"post","link":"https:\/\/www.123formbuilder.com\/blog\/get-inspired-tackle-tax-time-with-an-tax-organizer-form\/","title":{"rendered":"Get Inspired: Tackle Tax Time with an Tax Organizer Form"},"content":{"rendered":"<p><i>Welcome to the third installment of our series, Get Inspired. We\u2019re showcasing stories of next-level design and features created on Wix websites in combination with 123FormBuilder.<\/i><\/p>\n<p>Whether you\u2019re a tax preparer or a client, tax return season is a chaotic time. Anything that can harmonize the mass of reports, receipts, and statements to get returns done faster and better is a thing of beauty.<\/p>\n<p><a href=\"https:\/\/www.mukiwa.com.au\/\" target=\"_blank\" rel=\"nofollow noopener\">Mukiwa Financial Services<\/a> is an accounting firm that handles tax returns for a variety of clients, including individuals, companies, and trusts. Their clients need a way to compile and deliver the documents and be sure nothing is overlooked. The team needs to receive the documents in an orderly way so they can work more effectively and spend less time scribbling down dictation, performing <a href=\"\/data-management\/\">data management<\/a> entry, and chasing loose ends.<\/p>\n<h3><b>Making returns less taxing<\/b><\/h3>\n<p>The firm, already up and running with a Wix-powered website, turned to <a href=\"https:\/\/www.webtoday.com.au\/\" target=\"_blank\" rel=\"nofollow noopener\">Kate Bradshaw@Webtoday<\/a> &#8211; Wix Australia Ambassador and 123FormBuilder Pro to create a custom form that would simplify the otherwise complex list of information and documents needed for the tax return process.<\/p>\n<p><a href=\"https:\/\/form.123formbuilder.com\/3786657\/\" target=\"_blank\" rel=\"nofollow noopener\">The result<\/a> is a questionnaire and online tax organizer that takes some of the sting out of tax time. Moreover, the process has become so streamlined that Mukiwa has increased its capability to take on last-minute clients they would have previously turned away.<\/p>\n<p><a href=\"https:\/\/form.123formbuilder.com\/3786657\/\" target=\"_blank\" rel=\"nofollow noopener\">Go ahead, check it out!<\/a><\/p>\n<p><a href=\"https:\/\/form.123formbuilder.com\/3492029\/\" target=\"_blank\" rel=\"noopener nofollow\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/blog-images\/getinspired-content-marketing-hire-expert.jpg\" alt=\"Hire the Expert\" width=\"600\" height=\"137\" \/><\/a><br \/>\nThe online tax questionnaire is structured in five parts:<\/p>\n<ul style=\"font-size: 18px; line-height: 26px;\">\n<li><b>Personal details<\/b><\/li>\n<li><b>Income<\/b><\/li>\n<li><b>Tax-deductible expenses<\/b><\/li>\n<li><b>Tax offsets<\/b><\/li>\n<li><b>A fun surprise as a reward for finishing!<\/b><\/li>\n<\/ul>\n<p>Ever since Mukiwa implemented its new online tax form, their clients have taken a stress deduction that defies even an accountant\u2019s calculation.<\/p>\n<ul style=\"font-size: 18px; line-height: 26px;\">\n<li><b>Step-by-step guidance<\/b><br \/>\nThe online tax form breaks down an overwhelming responsibility into easy-to-understand steps.<\/li>\n<li><b>Flexibility to save work and continue later<\/b><br \/>\nTypically all documents and data are available when the client gets started, or it\u2019s just not possible to finish everything in one sitting. Why let that hold things up? Mukiwa\u2019s online tax form has a Save for Later option that lets clients save their answers and pick up where they left off.<\/li>\n<li><b>Instant record-keeping<\/b><br \/>\nOnce all the info is entered, clients can use the Print option to get a hard-copy summary. As a green option, they can save their input as a digital file using the PDF option.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/staticresources123\/blog-images\/tax-return-rules.gif\" alt=\"creating a web questionnaire with the 123FormBuilder editor animation\" width=\"650\" height=\"427\" \/><\/p>\n<h3><b>Streamlining Busy Season and Beyond<\/b><\/h3>\n<p>Mukiwa\u2019s online tax questionnaire form helps the team do right by the clients who have placed their trust in them. Sure, it collects client data on the clients\u2019 schedule and pace, but there\u2019s so much more happening.<\/p>\n<ul style=\"font-size: 18px; line-height: 26px;\">\n<li><b>Multiple document uploads<\/b><br \/>\nAs clients go through the questionnaire, they can upload all supporting documents securely. This builds an organized collection of all data that will be used to prepare the return.<\/li>\n<li><b>Hidden fields that display only when needed (Conditional logic)<\/b><br \/>\nLong forms are scary. Long forms full of tax questions can be terrifying. Mukiwa\u2019s tax questionnaire is designed to expand as necessary when answers require follow-up questions.<\/li>\n<\/ul>\n<p>Want more?! Here are some ideas of what other options you could enable on your form:<\/p>\n<ul style=\"font-size: 18px; line-height: 26px;\">\n<li><b>Formulas<\/b><br \/>\nThe tax return questionnaire form features Calculation tools that offer a ballpark estimate of the amount the client will be refunded or owe.<\/li>\n<li><b>Dropbox integration<\/b><br \/>\nAs the client completes the form a Dropbox folder in the client\u2019s name is created. This keeps the documents consolidated and makes it easy to send completed work back to the client for review.<\/li>\n<li><b>Google integration<\/b><br \/>\nSubmissions can be sent to Google Sheets, then the team can see how many clients are assigned to each member and distribute the workload accordingly.<\/li>\n<\/ul>\n<p>Ready to work smarter?<\/p>\n<p>If Mukiwa\u2019s story has sparked some ideas for improving your client intake and workflow, sign up for a free 123FormBuilder account and start experimenting with clean, standards-compliant <a href=\"https:\/\/www.123formbuilder.com\/web-forms\/\">web forms<\/a>. No coding skills required!<\/p>\n<p>Want a form like the tax organizer? Hire an Expert to build it!<br \/>\n<a href=\"https:\/\/form.123formbuilder.com\/3492029\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/blog-images\/getinspired-content-marketing-hire-expert.jpg\" alt=\"Hire the Expert\" width=\"600\" height=\"137\" \/><\/a><br \/>\nThe tax organizer was specially created by a Wix\/123FormBuilder expert, according to the client\u2019s requirements. The form includes advanced features (such as SSL encryption and expanded storage), so it requires the 123FormBuilder Platinum plan.<\/p>\n<p>Get in touch with our experts today and plan a form that will produce results without headaches!<\/p>\n<p><a href=\"https:\/\/www.123formbuilder.com\/signup.html\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/blog-images\/getinspired-content-marketing-sign-up.jpg\" alt=\"Sign Up\" width=\"600\" height=\"137\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome to the third installment of our series, Get Inspired. We\u2019re showcasing stories of next-level design and features created on Wix websites in combination with 123FormBuilder. Whether you\u2019re a tax preparer or a client, tax return season is a chaotic time. Anything that can harmonize the mass of reports, receipts, and statements to get returns [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":339,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[16,18,20],"tags":[],"class_list":["post-31","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-form-favourites","category-level-up-your-forms","category-ultimate-guides"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Get Inspired: Tackle Tax Time with 123FormBuilder on Wix<\/title>\n<meta name=\"description\" content=\"Whether you\u2019re a tax preparer or a client, tax return season is a chaotic time. Anything that can harmonize the mass of reports, receipts, and statements.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.123formbuilder.com\/blog\/get-inspired-tackle-tax-time-with-an-tax-organizer-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Get Inspired: Tackle Tax Time with an Tax Organizer Form\" \/>\n<meta property=\"og:description\" content=\"Whether you\u2019re a tax preparer or a client, tax return season is a chaotic time. Anything that can harmonize the mass of reports, receipts, and statements.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.123formbuilder.com\/blog\/get-inspired-tackle-tax-time-with-an-tax-organizer-form\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-03-05T13:43:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-12T14:36:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2018\/03\/tax.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"534\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Oscar Erk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Oscar Erk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Get Inspired: Tackle Tax Time with 123FormBuilder on Wix","description":"Whether you\u2019re a tax preparer or a client, tax return season is a chaotic time. 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