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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