Create your Tax Free Exchange Package from scratch

Step 1: Access DocHub to set up your Tax Free Exchange Package.

Start by accessing your DocHub account. Utilize the advanced DocHub functionality free for 30 days.

Step 2: Go to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll build your forms and handle your document workflow.

Step 3: Design the Tax Free Exchange Package.

Hit New Document and select Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub features to add and arrange form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Add needed text, such as questions or instructions, using the text tool to assist the users in your document.

Step 6: Customize field settings.

Adjust the properties of each field, such as making them mandatory or arranging them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Tax Free Exchange Package, make a final review of your document. Then, save the form within DocHub, transfer it to your selected location, or distribute it via a link or email.