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Features & how they work › Add-on apps

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:OwnersManagersMembers & guests
Get started →Try the sample company →All features
A Tq Admin En

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

  1. 1Client
    Sign to begin

    Choose the year and sign with name and date.

  2. 2Client
    Answer & attach

    Save any time and attach files to each item.

  3. 3Client
    Submit

    At 100% submit; the firm is notified and the form locks.

  4. 4Office
    Review & download

    Check status in the list and download answers and files as a ZIP.

  5. 5Office
    Prepare with Tasks

    Run preparation and review with Tasks.

On phones & in the app

Clients answer the questionnaire from “Other apps” in the app or in a phone browser, and upload documents on the spot.

  • 📱
    CLT Members iPhone appOne app for members, staff and managers.
  • 🌐
    Phone browserNo install needed — Android too.
  • 💻
    ComputerThe same data on a big screen.
Client: the questionnaire in the app
AppClient: the questionnaire in the app
Client: answering in a phone browser
Phone browserClient: answering in a phone browser

See the screens

Admin (office)

A Tq Admin En
Management page: each member's status and section percentages

Track progress

  1. Under Apps → Tax questionnaire choose the year to see every member's status (not started, in progress, signed, submitted) and the percentage per section.
  2. “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 Tq Detail En
A member's detail: answers and files per section

Read answers, unlock

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

Member app & web

M Tq Home En
The questionnaire in the member app: choose the year, sign, then fill in each section

Sign

  1. Under “Tax questionnaire” choose the tax year, then sign under “Signature” with your name and the date. The sections open once you have signed.
M Tq Section En
A section page: required fields are marked *, only relevant fields appear

Fill in the six sections

  1. Fill in Basic info, Taxes, Income, Foreign assets, Deductions and Other. Choosing “Yes” reveals the fields and blocks underneath. Amounts take a currency.
  2. “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.
M Tq Home En

Submit

  1. 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.

Works well with

TasksAssign → documents → review → done or send back. Tax season without the gapsDetails ›
ChatTeam messages inside the app — reply from any screenDetails ›
Member managementRoster, join applications and member cards in one placeDetails ›

Start with just the features you need. If nothing fits the way you work, we'll build it for you — free.

QuickBooks and ProConnect are trademarks of Intuit Inc., Stripe of Stripe, Inc. and Square of Block, Inc. This service is not provided or endorsed by these companies.