Tax & Filing Profile — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The jurisdictions, ownership, and tax details that shape how we prepare and plan for your returns.

What it collects (by section):

• Sales & use tax — Sales Tax Nexus States [long text]; Sales Tax Registration Status [dropdown: All registered / Partially registered / Not registered / Not applicable]; Sales Tax Filing Frequency [dropdown: Monthly / Quarterly / Annually / Occasional / Not applicable]; Sales Tax Platform [dropdown: None / TaxJar / Avalara / In-platform (Shopify/Woo, etc.) / Other].
• Filing footprint — Primary Filing Jurisdictions [long text]; Multi-State Filing Required [choice: Yes / No / Unsure]; Foreign Reporting Required [dropdown: None / Possible / Confirmed / Unknown]; Extension Filed (current year) [choice: Yes / No / TBD]; Estimated Taxes Schedule [dropdown: None / Quarterly / Annual true-up / Irregular].
• Ownership — Owner/Partner Count [number]; K-1 Recipients (count) [number]; Owner Compensation Approach [multi-select: Payroll/W-2 / Guaranteed payments / Distributions/Draws / Dividends].
• Deductions & special items — Home Office Deduction Eligible [dropdown: Yes / No / Possible / Not applicable]; Vehicle/Mileage Tracking Method [dropdown: None / App (e.g., MileIQ) / Spreadsheet / Odometer logs / Other]; Crypto/Virtual Currency Activity [dropdown: None / Personal only / Business / Both / Unknown].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — tax & filing profile.