Template guide
Overview
This template helps you collect structured responses for Tax Preparation Questionnaire. Customize questions, branding, and sharing settings in your workspace.
Who should use this template
- Teams collecting client or respondent intake
- Consultants and operators using repeatable questionnaires
What this template covers
Filing Status
- See the live preview below for field-level detail.
Income Sources
- See the live preview below for field-level detail.
Deductions & Credits
- See the live preview below for field-level detail.
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Example respondent detail would appear here after someone submits the public form—your team then gets an AI-generated brief.
Example AI brief
- Key themes from responses
- Risks or follow-ups to prioritize
- Suggested next actions
FAQ
- How do I use this template?
- Click “Use this template” to copy it into your workspace. You can edit every block before publishing.
- What is the AI summary?
- FormGenyus can turn long-form responses into a concise brief—ideal for intake and discovery workflows.