Business Tax Return

This best practice template is designed to guide you through the business tax return (T2) process.

To use with Karbon, set all business tax returns under a 'Tax: T2 (Corporations)' work type. You can also use this process with different business tax return work—simply duplicate and adjust as needed (e.g. T3). While the tax forms are different, the higher level process is typically the same.

This template does not include other tax work such as WSIB and/ or GST/ HST.

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

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