Simplify Your 1031 Like-Kind Exchange Process

A like-kind exchange, also known as a 1031 exchange, allows real estate investors to defer capital gains taxes when exchanging investment properties. However, the process involves strict IRS timelines, detailed property identification requirements, and proper documentation—all of which can become overwhelming without the right system in place.

This Like-Kind Exchange Qualification Form template is designed specifically for real estate investors, property managers, tax advisors, and qualified intermediaries who need to capture all critical information in one organized, compliant workflow.

Built for Real Estate Investment Workflows

With Paperform, you can collect detailed property information, track the crucial 45-day identification and 180-day exchange timelines, and facilitate qualified intermediary selection—all within a single, professional form. The conditional logic ensures investors only see relevant questions based on their exchange type and property details, creating a streamlined experience that reduces errors and saves time.

Whether you're a solo investor managing your first 1031 exchange or a tax advisory firm handling multiple client exchanges simultaneously, this template provides the structure you need to stay compliant with IRS regulations while maintaining a professional client experience.

Automate Your Exchange Documentation with Stepper

Once a client submits their 1031 exchange qualification form, you can use Stepper to automatically route the information to your tax team, send timeline reminders as critical deadlines approach, update your CRM with new property details, and generate preliminary qualification reports. This means less manual data entry and more time focusing on strategic tax planning for your clients.

Secure, Compliant Data Collection

For tax professionals and real estate investors alike, security and compliance are non-negotiable. Paperform is SOC 2 Type II compliant and GDPR-ready, ensuring that sensitive financial and property information is protected at every stage. You can also use Papersign to collect eSignatures on engagement letters or qualified intermediary agreements, keeping the entire 1031 exchange process connected and audit-ready.

This template is ideal for CPAs, tax advisors, real estate investment firms, qualified intermediaries, and property managers who want to deliver a modern, efficient experience while maintaining the rigorous documentation standards required for like-kind exchanges.