Individual Tax Return (Forms 1040/1041) Integrated with StanfordTax
Streamline your individual tax return process using StanfordTax with Karbon.
Fewer than 10 downloads
Business Tax Return (Form 1120) Integrated with StanfordTax Template
Download your free Business Tax Return (integrated with StanfordTax) template to personalise and use in your bookkeeping or accounting firm.
Added and downloaded 2 times
About this template
This template has two sections at the top of the workflow that allows you to manage the extension process if needed. Please ensure ‘Extension Needed’ and ‘Extension Filed’ are added as In Progress work statuses and enable those work statuses for the applicable work types (e.g. 1120) to take advantage of this.
In addition, this template is integrated with StanfordTax for client intake and delivery using Integrated Workflows in Karbon. This enables a deep integration to communicate and chase clients using Karbon for Clients, one click to work directly in StanfordTax, plus no double entry as StanfordTax is embedded in the workflow.
Note: This template is a simplified version of existing tax templates with the StanfordTax integration added. It is a medium-complexity template, with a limited use of Client Requests, and a streamlined number of sections and tasks.
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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