Tax & Filing Profile — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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