Business Tax Return icon

Business Tax Return


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

A preview of the 'Business Tax Return' templateBusiness Tax ReturnReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedReceive the signed engagement letter (and other client documents)CompletedConfirm access to the client's financialsCompletedConfirm completion of the year-end review workCompletedPreparation6 AutomatorsComplete draft tax returnCompletedFollow-up with client on open items by updating and sending the client task below (if applicable)Ready To StartDue Today

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.

Download the Template

Download your Business Tax Return 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

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