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Workflow Templates

Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax Template

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

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Download Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax Template

Added and downloaded 38 times

Tax & ComplianceUnited StatesIntuit

Created by Intuit

A preview of the templateBenefits plan tax return (Form 5500; for Intuit ProSeries Tax) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedKOrganize and request client information1 AutomatorUpdate and send the Client Request for the upcoming benefits plan tax return work (via Intuit Link or client request)CompletedGKick-off tax prep3 AutomatorsValidate receipt of engagement letter/checklist/docs and move/assign into production with the PreparerCompletedA

About this template

This is the Intuit ProSeries 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).

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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 Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax Template

.

Karbon Practice Management

A preview of the templateBenefits plan tax return (Form 5500; for Intuit ProSeries Tax) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedROrganize and request client information1 AutomatorUpdate and send the Client Request for the upcoming benefits plan tax return work (via Intuit Link or client request)CompletedPKick-off tax prep3 AutomatorsValidate receipt of engagement letter/checklist/docs and move/assign into production with the PreparerCompletedL

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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 Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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