Business Tax Return (Form 1120S)
Manage the entire business tax return workflow for your clients in the US.
242 downloads
5
Business Tax Return (Forms 1120/1120S/1065/990) Template
Download your free Business Tax Return (Forms 1120/1120S/1065/990) template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 923 times
About this template
This template is designed to streamline your business tax return workflow, regardless of tax form.
When using this template, be sure to select the work type for the appropriate form (e.g. Tax: 1120, Tax: 1120S, Tax: 1065 and Tax: 990).
This template has two sections at the top of the workflow that allow 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, 1120S, 1065, and 990) to take advantage of this.
The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).
The automators within the workflow will update the task due dates, change statuses of both the tasks and work, and move the assignment of the work automatically based on the completion of the sections themselves.
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
.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.
Related templates
Other workflow templates you might find useful.
