Free Tax Templates

Tax: 12 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

These documents facilitate jurisdictional compliance and administrative filings for income and sales tax. They include official government filings like the IRS Form 941 Employer's Quarterly Federal Tax Return and specialized self-certification forms such as the Individual tax self-certification form for CRS and FATCA compliance. This category excludes business formation documents, which are found under Corporate.

  • 12 templates
  • Free to edit with AI
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united kingdom
FeaturedEngland & Wales
Entity Form - Tax Information by BVCA
This tax information form enables entities to report their residency status to financial institutions for compliance with CRS and FATCA regulations. It collects data regarding global tax jurisdictions, Taxpayer Identification Numbers (TINs), and specific entity classifications such as FFI or NFE.
Updated 13 Aug 2026
FeaturedEngland & Wales
Key FATCA and CRS Definitions by BVCA
Define key terms for tax compliance under FATCA and the Common Reporting Standard (CRS). This reference guidance provides technical definitions for Financial Institutions, NFFEs, and Controlling Persons to assist in classifying entities for international tax reporting.
Updated 13 Aug 2026
FeaturedEngland & Wales
Controlling Person Form by BVCA
This form collects tax residency information from individuals who exert control over an entity holding a financial account. It ensures compliance with global OECD Common Reporting Standard (CRS) and FATCA requirements by identifying tax jurisdictions and Taxpayer Identification Numbers (TIN).
Updated 13 Aug 2026
FeaturedEngland & Wales
Individual Form - Tax Information by BVCA
This form collects tax residency information from individuals to comply with the OECD Common Reporting Standard (CRS). Use it to provide Taxpayer Identification Numbers and personal details to a financial institution for regulatory reporting.
Updated 13 Aug 2026
Shareholders Agreement
This Shareholders' Agreement template outlines the relationship between investors, founders, and the company, governing key aspects of company management and shareholder rights. It includes provisions for corporate governance, share transfers, founder covenants, confidentiality, and compliance with various legal and tax regulations. The agreement aims to regulate the parties' interactions and the company's affairs.
Updated 17 Oct 2025
England & Wales
Consultancy Agreement - Personal Services Company (public)
This Consultancy Agreement is designed for a UK-based individual consultant operating through a personal service company (PSC) providing services to a 'small' client company. It outlines the terms of engagement, including services, fees, intellectual property, and addresses tax liabilities under the UK's IR35 rules. The agreement also covers confidentiality, data protection, and compliance with anti-bribery and tax evasion laws.
Updated 17 Oct 2025
England & Wales
Controlling Person Form by BVCA
This form is designed to collect tax residency information from "Controlling Persons" of certain entities. It helps financial institutions comply with the OECD Common Reporting Standard (CRS) for automatic exchange of financial account information, ensuring proper reporting to relevant tax authorities. Each Controlling Person must complete a separate form.
Updated 17 Oct 2025
England & Wales
Key FATCA and CRS Definitions by BVCA
This document provides a comprehensive set of key definitions for terms used in the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). It details the criteria for various entities like Financial Institutions, Account Holders, and different types of Non-Financial Foreign Entities, crucial for international tax compliance and reporting. The definitions are essential for understanding obligations under the UK IGA and CRS.
Updated 17 Oct 2025
England & Wales
Subscription Agreement
This Subscription Agreement template outlines the terms under which investors subscribe for shares in a company. It details the mechanics of share allotment, completion conditions, and extensive warranties provided by the company. The document also includes provisions for managing investor rights, obligations, and general contractual terms, with specific references to UK tax and corporate law.
Updated 17 Oct 2025
England & Wales
Consultancy Agreement - Personal Services Company (public)
This template is a Consultancy Agreement designed for a UK-based individual consultant operating through a Personal Service Company (PSC) providing services to a 'small' client company. It addresses key aspects like IR35 tax rules, intellectual property, confidentiality, and liability, ensuring clarity on the contractor's status. The agreement outlines the terms of engagement, fees, and termination conditions.
Updated 17 Oct 2025

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