Individual Tax Return Template
Download your free Individual Tax Return template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template manages the end-to-end preparation and lodgement of individual tax returns for Australian clients.
It includes tasks for collecting client information, reviewing income and deductions, preparing the return, conducting internal review, obtaining client approval, and lodging with the ATO. Client tasks and automation are used to streamline data collection and task progression.
Roles are assigned for clarity across each stage, and the workflow is fully customisable to suit your firm’s process and client base.
Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.
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
Alternatively, you can
