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Amended Individual Tax Return Template

Download your free Amended Individual Tax Return template to personalize and use in your bookkeeping or accounting firm.

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Download Amended Individual Tax Return Template

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A preview of the templateAmended individual return (by BNA CPAs & Advisors) (United States)Ready to start1 AutomatorFPA Change Order sentCompletedCFPA signedCompletedLBill createdCompletedTAmended tax return2 AutomatorsPreparedCompletedQFinal ReviewCompletedOAssembly

About this template

This template outlines the process BNA CPAs & Advisors follow when amending individual returns. It includes steps covering FPA, preparation, assembly, delivery, and filing.

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
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A preview of the templateAmended individual return (by BNA CPAs & Advisors) (United States)Ready to start1 AutomatorFPA Change Order sentCompletedMFPA signedCompletedEBill createdCompletedUAmended tax return2 AutomatorsPreparedCompletedZFinal ReviewCompletedIAssembly

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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 BNA CPAs & Advisors 

Founded by Bernie Ackerman in 1977, BNA CPAs & Advisors has grown to a team of more than 20 twenty experienced professionals. The son of lifelong entrepreneurs, Bernie founded BNA to help other business owners be successful. With a centralized office in Rock Hill, BNA serves from the heart of the York County community, helping clients from Fort Mill to Charlotte and beyond.

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