Abstract: A method for identifying forms required for a business transaction and providing a packet containing the required forms to a requestor is provided. The method includes storing a set of rules in a first memory region accessible by a server, and storing for each of a plurality of tasks at least one address corresponding to at least one form associated with the task in a second memory region accessible by the server. A computer displays a user interface that prompts the requestor to provide answers to a sequence of questions. The sequence of questions is determined according to the set of rules, and at least one subsequent question of the sequence of questions is based on an answer to a previous question of the sequence of questions. The server determines a task being handled by the requester, based on the answers to the sequence of questions, and identifies a set of forms necessary for the determined task based on information stored in the second memory region.