Business Tax Return (Form 1065) icon

Business Tax Return (Form 1065)

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

A preview of the 'Business Tax Return (Form 1065)' templateBusiness Tax Return (Form 1065)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedReady to Start3 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 workCompletedPreparation

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.

Download the Template

Download your Business Tax Return (Form 1065) 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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