Tax questionnaire

Paper and Word questionnaires, online — answers and files in one list

Clients fill in what their individual return needs, year by year, on the web or in the app, attaching documents to each item. The firm sees everyone's progress and answers in one list and downloads CSV and files as a ZIP.

Who uses it:OwnersMembers & guests

Get started →All features

What it does

Six sections

Basics, taxes, income, foreign assets, deductions and other — only relevant questions open up.

Copy last year

Start from last year's answers.

Progress at a glance

Not started, in progress, signed, submitted — and % per section.

Download everything

CSV answers and files in one ZIP, with yen converted to USD.

How it flows

1Client
Sign to begin
Choose the year and sign with name and date.
2Client
Answer & attach
Save any time and attach files to each item.
3Client
Submit
At 100% submit; the firm is notified and the form locks.
4Office
Review & download
Check status in the list and download answers and files as a ZIP.
5Office
Prepare with Tasks
Run preparation and review with Tasks.

See the screens

Admin (office)

Management page: each member's status and section percentages

Track progress

Under Apps → Tax questionnaire choose the year to see every member's status (not started, in progress, signed, submitted) and the percentage per section.
“Download all data and files (ZIP)” gives the year's answers as CSV plus every attached file. JPY amounts are also converted to USD with the rate in Settings.

A member's detail: answers and files per section

Read answers, unlock

Click a member's name to read the answers and files per section with their labels. “Show empty fields” includes blanks.
To let someone edit after submitting, use “Unlock”. To start over, “Delete all data” (type DELETE).

Member app & web

Sign

Under “Tax questionnaire” choose the tax year, then sign under “Signature” with your name and the date. The sections open once you have signed.

A section page: required fields are marked *, only relevant fields appear

Fill in the six sections

Fill in Basic info, Taxes, Income, Foreign assets, Deductions and Other. Choosing “Yes” reveals the fields and blocks underneath. Amounts take a currency.
“Save” works at any time (even with required fields empty). “Copy from previous year” brings last year's answers over (files are not copied). Files can be attached per field.

Submit

Once every section is at 100% you can “Submit”. The company's owners and managers are emailed and the questionnaire is locked. Contact the office if something needs changing.