Bookkeeping Setup — Tax, 1099 & Sales Tax — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Your tax-filing, 1099, and sales-tax workflow so nothing slips at deadline.

What it collects (by section):

• Tax filing — Tax Organizer Status [dropdown: Not sent / Sent / Partially completed / Submitted / Reviewed]; Missing Docs Tracker [long text]; E-File Authorization (8879) Status [dropdown: Not required / Draft / Sent / Signed / Expired]; Tax Return Delivery Preference [multi-select: Client portal / Encrypted email / Paper copy / In-person review]; Estimated Tax Reminder Opt-in [choice: Yes / No]; Estimated Tax Payment Method [dropdown: IRS/state online / Bank bill pay / Check by mail / Payroll withholding / Not applicable].
• 1099 workflow — W-9 Collection Workflow [dropdown: Portal form / Secure link / Email request / At onboarding / Case-by-case]; 1099 E-File Provider [dropdown: Track1099 / Tax1099 / Yearli / Payroll provider / Accountant software / …]; 1099 Filing Status (current year) [dropdown: Not started / In progress / Submitted / Accepted / Corrections filed].
• Sales tax — Sales Tax Portal Links (reference) [long text]; Exemption Certificates On File [dropdown: None / Partial / Complete / Not applicable].

Form type: Update / setup (up), auth-only. Niche: Bookkeeping / Tax Prep. Deployment: embed.

Best for / surface when: Bookkeeping / Tax Prep client workflow — bookkeeping setup — tax, 1099 & sales tax.