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Workflow Templates

Business Tax Return (Form 1120S) Template

Download your free Business Tax Return (Form 1120S) template to personalize and use in your bookkeeping or accounting firm.

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Download Business Tax Return (Form 1120S) Template

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Tax & ComplianceUnited States

Created by Karbon

A preview of the templateBusiness tax return (Form 1120S) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedLReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedWReceive the signed engagement letter (and other client documents)CompletedYConfirm access to the client's financialsCompletedZConfirm completion of the year-end review workCompletedTPreparation

About this template

Use this template to manage your clients' business tax returns—from filing an extention (if needed) to lodgment and follow-up with your clients.

The work is expected to take 28 days across four roles: Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

Automators in this workflow will keep you on-track, and will update task due dates and move the assignment of the work automatically based on the completion of the work's sections.

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 1120S) Template

.

Karbon Practice Management

A preview of the templateBusiness tax return (Form 1120S) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedFReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedPReceive the signed engagement letter (and other client documents)CompletedQConfirm access to the client's financialsCompletedMConfirm completion of the year-end review workCompletedFPreparation

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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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