Discover KarbonLogin
Karbon
Discover KarbonMagazineServices
Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax

18 Downloads
Share template

Download your free Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax' templateBenefits Plan Tax Return (Form 5500) in Intuit Lacerte TaxExtension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedOrganize and request client information2 AutomatorsUpdate and send the Client Request for the upcoming benefits plan tax return work (via Intuit Link or client task)CompletedKick-off tax prep5 AutomatorsValidate receipt of engagement letter/checklist/docs and move/assign into production with the PreparerCompleted

This is the Intuit Lacerte Tax work template for benefits plan tax returns (e.g. 5500).

This template uses Automators to:

  • Update task due dates
  • Change work item and task statuses
  • Move the work assignment based on section completion

The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).

View More

Download the Template

Download your Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Related Templates

Estate Tax Return in Intuit Lacerte Tax (Form 706) icon

Estate Tax Return in Intuit Lacerte Tax (Form 706)

USA
This template is for United States only
Manage the hand-off between different staff members when processing estate tax returns with Intuit Lacerte Tax.
27 Downloads
Get
Add To Karbon
Download