This work template will guide you through the business tax return workflow for US firms.

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, 1120S, 1065, and 990) to take advantage of this.

This template is part of the US Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.