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Workflow Templates

Business Tax Return (Form 1120) Template

Download your free Business Tax Return (Form 1120) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceUnited States

Created by Karbon

A preview of the templateBusiness tax return (Form 1120) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedFReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedYReceive the signed engagement letter (and other client documents)CompletedJConfirm access to the client's financialsCompletedHConfirm completion of the year-end review workCompletedAPreparation

About this template

A best practice process to prepare, assemble, review and file a corporate tax return in the US (form 1120).

This template was built based on the workflows of several different accounting firms—it is split into nine sections and outlines critical details for each step, including owner, duration and due dates.

This best practice template was featured in the webinar: How to handle tax season in Karbon. Watch the video to learn how you can set up, standardize and automate this workflow in Karbon, and realize gains in efficiency that will save your employees at least 13 hours each week during tax season.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Business Tax Return (Form 1120) Template

.

Karbon Practice Management

A preview of the templateBusiness tax return (Form 1120) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedCReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedZReceive the signed engagement letter (and other client documents)CompletedRConfirm access to the client's financialsCompletedSConfirm completion of the year-end review workCompletedCPreparation

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
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