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Business Tax Return

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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 Start1 AutomatorCreate and send engagement letter / agreement to client (via client task)CompletedCLIENT TASKSTax time is here2 AutomatorsReview and confirm this year's business tax engagement (attached)CompletedProvide your year-end, financial statements, general ledger access, and any tax-related documentsCompletedKick-off6 Automators

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.

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