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Workflow Templates

Business Tax Return Template

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

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Added and downloaded 91 times

Tax & ComplianceUnited Kingdom

Created by Karbon

A preview of the templateBusiness tax return (United Kingdom)Ready to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedZConfirm completion of the year-end review workCompletedQPreparation4 AutomatorsComplete draft tax returnCompletedBFollow-up with client on open items by updating and sending the client request below (if applicable)CompletedSCLIENT TASKSAdditional information needed for your tax return

About this template

This template is designed for all business tax returns for clients in the UK (does not include financial statements work).

When creating work using this template, be sure to select the work type for the appropriate Form (e.g. Tax: Corporations).

There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting), and it is expected to take 18 days.

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves.

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

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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
Sign In to Add to Karbon

Alternatively, you can

Download Business Tax Return Template

.

Karbon Practice Management

A preview of the templateBusiness tax return (United Kingdom)Ready to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedXConfirm completion of the year-end review workCompletedEPreparation4 AutomatorsComplete draft tax returnCompletedYFollow-up with client on open items by updating and sending the client request below (if applicable)CompletedECLIENT TASKSAdditional information needed for your tax return

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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.

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