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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About this template
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.
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
Alternatively, you can
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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 the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
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