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Everything you need for the return. Asked once, answered properly.
Send forms your clients can finish on their phone. They only see the questions that apply to them, upload documents as they go, and get reminded until they’re done. Every answer lands on the client’s record.
- Forms are free and unlimited on every plan
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Harbour & Co Accountants
Section 4 of 7Work-related car expenses
Do you have a valid logbook covering a continuous 12-week period?
YesNo
Business-use percentage from your logbook
68%
Upload your logbook
Logbook-2026.pdf
Uploaded · 1.2 MB
BackNext section
Shown because of the answer
No logbook? They’d see cents per km instead.
Tax time shouldn't be a month of client ping-pong.
A checklist goes out as an attachment. Half the answers come back in the email body, receipts arrive in three batches, and someone spends the week matching them up.
Questions that don't apply
A one-size checklist asks a PAYG employee about trust distributions. Clients skim, skip and miss what matters.
Documents everywhere
Attachments across inboxes, photos in text messages, a shoebox at reception. Nothing is filed against the question it answers.
No idea who's finished
Which clients have started? Who’s stuck? The only way to know is to ring around.
Conditional logic
Your client only sees the questions that apply to them.
Add simple rules — if this answer, show that section — and one form adapts to every client. It feels short to them, and it’s complete for you.
- Show or hide whole sections, sub-sections or single questions
- Trigger on a choice, a yes/no, an amount or a date
- Combine rules with "and" / "or" for the tricky cases
go.lodgeit.net.au
Questionnaire · Individual tax return FY2026
Work-related car deduction — rules
IF
Valid 12-week logbook?isYes
THEN
showLogbook method
IF
Valid 12-week logbook?isNo
THEN
showCents per kilometre method
IF
Novated lease or salary sacrifice?isYes
THEN
showWhat you can and can’t claimand hideWhich method applies
Add rule
From your email to done — in one sitting, or three
No attachments to fill in. Clients click through from an email that comes from you, and pick up where they left off.
- 01
Opens from your email
Sent from your own Microsoft 365 or Google address, in your words, with a due date.
- 02
Answers at their pace
On a phone, tablet or desktop. Answers save as they go, so they can stop and come back.
- 03
Asks you, in context
Unsure about a question? They ask it right there, and you’re notified — no separate email thread.
- 04
Signs and submits
A declaration and signature at the end, and you get an email the moment it’s submitted.
Ask for exactly what you need, in the shape you need it.
Build with sections and sub-sections, mark questions as required, and add guidance where clients usually get stuck.
File uploads
PDF, Word, Excel, CSV, zip and images — up to 10 per question
Data tables
Rows of assets, rental expenses or dependants, with typed columns
Digital signatures
Declarations signed on screen
Yes / No and toggles
With your own labels — the usual trigger for logic
Tick boxes and select one
Single or multiple choice
Numbers and amounts
With minimums and maximums
Dates and date ranges
Purchase dates, residency periods, income years
Addresses
Australian or international
Text, email and phone
Short answers, contact details or rich text
Instructions
Collapsible guidance like “The two methods at a glance”
Book a meeting
A Calendly booking right inside the form
Priced options
Choices and quantities can carry a cost
Stay on top of it
Know who's done, who's stuck, and who needs a nudge.
- Due dates and late notifications, plus automatic reminders on the rhythm you set.
- Live status for every form, across the practice or for one client or family group.
- Answers on the client record, with every upload beside the question it answers.
- A full audit trail of every send, client update and submission.
go.lodgeit.net.au
Forms
2026 tax return — details we need
Sam Whitaker
Rental property form
Priya Raman · due 31 Oct
Year-end bookkeeping checklist
Whitaker Holdings Pty Ltd · due 15 Oct
Build it once. Use it every year.
Practices use them for annual tax information, work-related expenses, rental properties, capital gains events, year-end bookkeeping and new client details.
Reusable templates
Start from a ready-made tax information request and make it yours. Send the same form to a whole client group.
Part of the workflow
Chain forms with proposals, onboarding and KYC in whatever order suits your practice, with each client’s progress tracked step by step.
Describe it, and your AI assistant builds it
Bring your own agent: connect Claude, ChatGPT or another assistant and describe the form you want — uploads and show/hide rules included. You review it before anything is sent.
Pricing
Forms are free and unlimited.
On every ClientRelay plan — including the free one. Send as many as you like, to as many clients as you like, with unlimited users.
Small
Up to 20 active engagements
$9.95
/mo
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Most popularUp to 50 active engagements
$19.95
/mo
Sign up for freeLarge
Up to 200 active engagements
$49.95
/mo
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Unlimited active engagements
$99.95
/mo
Sign up for freePlans are priced by active engagements (proposals), not forms. See plan details
Do my clients need to create an account?
No. Clients open the form straight from the email link — no account or password needed.
Can clients save and finish later?
Yes. Answers are saved as they go and the form shows as in progress until they submit.
Can I reuse last year's form?
Yes. Save it as a template, or duplicate a sent form — the structure carries over and the answers start fresh.
Where do the answers and documents go?
Onto the client’s record in ClientRelay, alongside their proposals and invoices, where your team can review and download them.
Is there a limit on forms?
No. Forms are free and unlimited on every plan.
Send this year's tax forms before tax time sends you.
Import your Lodgeit clients, start from a template, and have your first form out today.