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).

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

To learn how to use this template in action, watch this short video.