Virtual Due Diligence Intake Forms Bundle (Jotform Only)
The Virtual Due Diligence Intake Forms Bundle is designed to help tax professionals streamline their client onboarding process, document Due Diligence requirements properly, and protect their business from costly fines and compliance issues. These customizable Jotform templates allow you to conduct structured interviews, collect documentation, record additional inquiries, and create a complete audit-ready client file — all in one organized digital workflow.
Perfect for both solo tax preparers and tax teams, this bundle ensures that you gather the information needed to confidently prepare returns that include EITC, CTC, ACTC, AOTC, HOH filing status, and Schedule C clients. Each form helps you meet the IRS knowledge, recordkeeping, and reasonableness requirements so you can confidently defend your work if ever selected for an examination.
What’s Included in the Bundle
✔ Tax Preparer Interview Sheet
✔ Self-Employed Interview Sheet
✔ Self-Employment Income & Expense Sheet
✔ Sworn Statement of Residency
✔ Client Intake Form / Onboarding form
These Jotform templates can be easily cloned into your own account and customized for your workflow, branding, and internal processes. Perfect for virtual or in-office operations.
Who This Is For
• Tax pros who want to reduce audit risk
• Preparers needing stronger documentation workflows
• Anyone preparing EIC, CTC, AOTC, HOH, or Schedule C clients
• Firms seeking digital, organized, and secure client intake systems
Why You Need This
The majority of Due Diligence fines stem from poor documentation, lack of additional questions, and no proof of verification. This bundle solves that problem immediately by giving you the structure and tools needed to protect your business and maintain compliance.
Important Note
These forms can only be cloned and used with an active Jotform account.
📌 Digital Product Policy
By purchasing, you acknowledge and agree that this is a digital product and all sales are final.
No refunds, returns, exchanges, or chargebacks are permitted once purchased or accessed.
This policy is also clearly referenced in the product materials such as the Refund & Exchange Policy on page 12, which states that all digital product sales are final and cannot be refunded or exchanged