Tax Payment

Template

Pipefy Tax payment template is designed for accounting offices that want to ease the process of sending their taxes payment slip to their clients.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client name

  • 2. Contact email

  • 3. Employer Identification Number

  • 4. Company name

  • 5. Phone

  • 6. Tax type

  • 7. Payment due date

  • 8. Tax analyst

Payment slips backlog

  • 1. Has the next payment slip been issued?

    • Yes
    • No
  • 2. Attach it:

Send the payment slip

  • 1. Did the customer confirm receipt?

    • Yes
    • No

Phone call

  • 1. Was the customer contacted by phone?

    • Yes
    • No
  • 2. Date and time the contact was made

  • 3. Additional comments

  • 4. Is the process completed?

    • Yes
    • No

Finished processes

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Do you have a specific process to manage: