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Workflow Templates

Business Tax Return (Form 1065) Template

Download your free Business Tax Return (Form 1065) template to personalize and use in your bookkeeping or accounting firm.

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Download Business Tax Return (Form 1065) Template

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Tax & ComplianceUnited States

Created by Karbon

A preview of the templateBusiness tax return (Form 1065) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedTReady 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 financialsCompletedCConfirm completion of the year-end review workCompletedFPreparation

About this template

This work template will guide you through the business tax return workflow.

When creating this template, be sure to select the work type for the appropriate form (e.g. Tax: 1065). There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

Automators in this template will update task due dates and move the assignment of the work automatically based on the completion of the sections themselves. The template is set to kick-off, complete, advise and confirm with the client within 4 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 (Form 1065) Template

.

Karbon Practice Management

A preview of the templateBusiness tax return (Form 1065) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedGReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedKReceive the signed engagement letter (and other client documents)CompletedPConfirm access to the client's financialsCompletedSConfirm completion of the year-end review workCompletedVPreparation

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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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