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Workflow Templates

Business Tax Return Template

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

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Added and downloaded 139 times

Tax & ComplianceAustralia

Created by Karbon

A preview of the templateBusiness tax return (Australia)Ready to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedGReceive the signed engagement letter (and other client documents)CompletedMConfirm access to the client's financialsCompletedKConfirm completion of the year-end review workCompletedCPreparation4 AutomatorsComplete draft tax returnCompletedNFollow-up with client on open items by updating and sending the client request below (if applicable)Ready To StartDue TodayZ

About this template

This template is designed to assist with your business tax return workflows for your Australian clients.

The automators within the workflow will update the task due dates and move the work assignment automatically based on the completion of the sections themselves.

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

To learn how to use this template in action, watch this short video.

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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 Template

.

Karbon Practice Management

A preview of the templateBusiness tax return (Australia)Ready to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedRReceive the signed engagement letter (and other client documents)CompletedUConfirm access to the client's financialsCompletedQConfirm completion of the year-end review workCompletedPPreparation4 AutomatorsComplete draft tax returnCompletedNFollow-up with client on open items by updating and sending the client request below (if applicable)Ready To StartDue TodayT

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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.

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