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Enhanced Onboarding makes tax form templates available across customer accounts, so you can use them without having to source or tag the forms yourself. You can add these templates to packets, offer letters, onboarding workflows, and one-off document sends.

Because the templates are provided for convenience and may not meet every organization’s specific requirements, a disclaimer appears wherever a tax form template can be selected.

In this article, we will cover:

• Viewing the disclaimer
• Tax form template disclaimer 
• What this means for you
• Where the disclaimer appears
• Related topics

Viewing the disclaimer

Hover over the disclaimer indicator to view the full text. The tooltip opens below the indicator by default and moves above it when there is not enough space on the screen.

Tax form template disclaimer

The following disclaimer applies to tax form templates:

Disclaimer: These tax form templates are for informational purposes only and do not constitute legal advice. They should not be construed as regulatory, legal, or privacy law compliant. The tax form templates are not a substitute for professional legal counsel and should not be relied upon for any specific situation or circumstance. Users are strongly advised to consult with a qualified attorney licensed in their jurisdiction before using or adapting these templates.

The tax form templates are provided on an “as is,” “with all faults,” and “as available” basis. Hireology expressly disclaim all warranties of any kind, whether express, implied, statutory, or otherwise, including but not limited to any warranties of merchantability, fitness for a particular purpose, or non-infringement.

What this means for you

• The templates are provided as a starting point and are not legal advice.
• A template may not meet your organization’s regulatory, legal, privacy, or compliance requirements.
• You are responsible for determining whether a template is appropriate for your organization and jurisdiction.
• Consult a qualified attorney before using or adapting a tax form template.

Where the disclaimer appears

You may see the disclaimer when selecting a tax form template for:

• Packets
• Send New document flows
• Offer letters
• Start Onboarding

Related topics

• Enhanced Onboarding: Creating & Managing Templates and Packets
• Enhanced Onboarding: Sending & Completing Onboarding Documents