Collage makes onboarding super easy! We gather all of the information that your company requires in one place. No more printing off and keeping track of a bunch of different forms. Now with our new in app tax form feature, you can fill out and sign your tax documents right in Collage.
When you first start your onboarding process you will be asked to sign some documents. This will include any documents your company has requested you read, fill out, or sign. Including your tax forms!
Filling out your tax forms
The first step to completing your tax forms is to fill in the required fields. To fill out a text field, click it and start typing.
Navigate between fields
To move between the different fields, you can hit enter, or select tab on the left that says Next.
To move to the next page, hit enter when at the bottom of the page, or select Next > on the top right.
Simply click on the box to place a check mark.
Note: to move to the next step, you must click Next. Hitting enter will not move you forward.
Signing your Tax forms.
On the last page of your form you will notice a section to sign your forms. To sign it, you will have to scroll to the top of the page and draw your signature in the provided box. If you are unhappy with your signature click Clear to start over. To save your signature, click the save button.
Note: You must complete all of the required fields for the save button to be clickable. If the save button is faded, please go back to make sure you have filled everything out.
You're all done!
Once you have clicked save under the signature, you will be brought to the next document you need to fill out. Once all of the documents have been completed, you will be moved on to the next step in the onboarding process.
If you have any issues completing your documents, please reach out to our support team at Support.collage.co or through the live chat on your page.