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Tax and Compliance Forms · monday.com

Automate Annual tax declaration form on monday.com

Staying audit-ready starts with an annual tax declaration form — capturing employee name, employee ID and formal sign-off from employees submitting annual investment or income declarations. HR managers trigger it from monday.com and have the completed, signed copy archived to the board automatically.

14-day free trial20 free documentsNo credit card

What is the Annual tax declaration form on monday.com?

An annual tax declaration form is completed by employees to declare their investments, deductions, and other income sources to their employer so that the correct tax can be withheld throughout the year.

How it works

How GetSign handles the Annual tax declaration form.

Upload the form once, connect it to monday.com, and give recipients a focused completion experience.

01 · DETECT

Auto-detect every field, instantly.

GetSign detects supported text inputs, dropdowns, dates, checkboxes, and signatures.

Field detectionReady
Document form
Name FIELD
Company FIELD
Email FIELD
Signature FIELD
Board data mappingReady
Sourcemonday.com board
StatusReady to send
Recipient ← Contact
Company ← Account
Email ← Email
02 · PRE-FILL

Pre-fill known details from your board.

Map employee name, employee ID, declaration year, investment details, and rental income once so known values are ready before the form is sent.

03 · COMPLETE

Guide recipients through a clean form.

Recipients complete only what is missing and sign from a secure browser link without a monday.com account.

Guided completionReady
Review your information
Recipient input
Continue →
Setup

How to collect the Annual tax declaration form in monday.com.

No separate form system or custom integration is required.

1

Upload your form

Add the source document once and let GetSign detect supported fields.

2

Map board columns

Connect existing monday.com values to the fields that can be pre-filled.

3

Trigger from the board

Send manually or start the form when a workflow status changes.

4

Collect responses

Employees submitting annual investment or income declarations complete and sign through a secure browser link.

5

Sync the result

Update the board and attach the completed document to the source item.

Who it's for

Who uses GetSign for the Annual tax declaration form?

HR or payroll teams send the annual tax declaration form to all employees from the HR board in monday.com at the start of each financial year, pre-filling name and employee ID, and collecting completed declarations before the first payroll calculation of the year.

S

HR manager, payroll administrator, finance team

Works from the relevant monday.com board item and sends it with known details already filled.

Secure link
No login
R

Employees submitting annual investment or income declarations

Opens a secure browser link and completes a guided, one-question-at-a-time form — no account required.

FAQ

Frequently asked questions about the Annual tax declaration form on monday.com.

How GetSign connects the form, its data, and the completed record to your board.

Yes. Upload the form once and GetSign identifies supported text inputs, dropdowns, dates, checkboxes, and signature fields.
Yes. Map board columns once and GetSign can pre-fill known values such as employee name, employee ID, declaration year, investment details, and rental income before sending.
No. Employees submitting annual investment or income declarations receive a secure browser link, complete the required fields, and sign without joining your monday.com account.
HR manager, payroll administrator, finance team can trigger it from the relevant board item or through a monday.com automation.
monday.com certified app

Start automating your Annual tax declaration form workflow today.

14-day free trial · 20 free documents · No credit card