Accounting & Tax
Tax Document Package template
A ready-to-send request that collects w-9 form, bank statements and are you vat registered?, plus 1 more. Send it as one link; they fill it in on their phone with no account, and each item ticks off as it arrives. Change any field before you send.
Free to start, 5 requests a month, no card.
What it asks for (4 items)
Tax Documents
Required for end of year filing.
W-9 Form
Signed W-9.
Bank Statements
Last 3 months of business bank statements.
Are you VAT registered?
VAT Number
Enter your VAT number.
Some questions only appear when an earlier answer calls for them, so people skip what doesn’t apply.
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