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Business Tax Return

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Download your free Business Tax Return template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Tax Return' templateBusiness Tax ReturnReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedReceive the signed engagement letter (and other client documents)CompletedConfirm access to the client's financialsCompletedConfirm completion of the year-end review workCompletedPreparation6 AutomatorsPrepare initial draft of business tax returnCompletedReview Partnership / Shareholder / Operating Agreement for updates (if applicable)Ready To StartDue Today

This template is designed to guide you through the business tax return workflow from preparation to lodgment.

Barring client slow down or internal issues, this template is set to complete within four weeks of kick-off.

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

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  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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