Personal Tax Checklists

Where to find Personal Tax Checklists

What Personal Tax Checklists are for (plain English)

Step 1: Create a personal tax year (example: 2025)

Steps

1. Open the client profile
2. Go to Personal Taxes
3. Click + Add New Tax Year
4. Select the year (e.g., 2025)

What this does

It creates the year container where checklists, tasks, and documents will live.

Step 2: Send a checklist to the client

After the year exists (e.g., 2025), click Send checklist.

What the dialog typically includes

• Client email*
• Select template*

Example templates: First-Time Tax Filer, Rental income, Basic checklist, Self-employed individual.

What sending does

• Bookwits emails the client a link to the checklist
• The client completes it online
• You’re notified by email when it’s submitted

Important: the client does not need to register to complete the checklist.

Choosing a template (and previewing it)

What’s inside a checklist template

Templates are built from sections, each containing fields the client fills out.

Example sections

General information

Basic personal information for tax purposes (name, address, DOB, phone).

First name* Last name* Birthday* Phone* Address*

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Marital status

Marital status* Partner details Status change date

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Dependants

Children or supported persons (name, relationship, DOB, address).

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Documents

Guided upload areas to submit documents.

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Additional details

Custom questions for edge cases you want to capture.

Adding & Customizing Fields in Templates

Inside a template section, click + Add custom field and choose a field type:

Text Text area Date Number Checkbox Yes/No Condition logic Note

Then configure

• Custom field name (required)
• Is field required? (checkbox)

Mark fields “required” only when you truly need them for every filer. Too many required fields reduces completion rates.

Conditional Logic – Make Checklists Smarter & Shorter

Conditional logic lets your checklist adapt in real time based on what the client answers. Instead of showing every possible question to everyone, the form only displays relevant follow-up fields, sections, or stop messages when certain conditions are met.

How conditional logic works

It follows simple “IF → THEN” rules:

• IF = the condition (e.g. answer to a previous Yes/No or dropdown question)
• THEN = the action (most common: Show / Hide a field, section, or even stop the form early)

You can create rules at different levels:

• Root-level (top of the checklist)
• Nested / dependent levels (rules that only apply if a parent condition is true)

Tax checklist examples

• IF “Did you use us to file your personal tax return last year?” IS Yes
  THEN Show the next question about updates this year
• IF “Has any of your personal information changed?” IS No
  THEN Show a stop message and end the checklist early (no further info needed)
• IF “Marital status” = Married or Common-law
  THEN Show spouse consent checkbox + spouse information fields

Benefits: shorter forms, higher completion rates, less client frustration, and cleaner data for you (only relevant answers are collected).

Look for the Conditional logic toggle or button when editing fields or sections — it lets you build these dynamic rules visually.

Where to manage Personal Checklist templates

Go to: Templates (nav bar) → Personal Checklists

From there you can

• Create new personal checklist templates
• Update existing templates
• Delete templates you no longer use

This is your reusable “intake library.”

What happens when the client completes the checklist

1

You get an email notification Once submitted, you’ll receive an email letting you know it’s done.

2

You can view the completed checklist in the client profile Client → Personal Taxes → Year (e.g., 2025) → Checklists. Answers are displayed clearly by section.

3

Uploaded documents are saved into folders automatically Uploads are organized into standard folders like:

T Slips Receipts Other documentation

This keeps tax-season uploads structured without manually sorting email attachments.

Multiple checklists per client (family members / multiple filers)

Best practices (what to do first)