Annual Accounts
Prepare and lodge your UK-based clients' end-of-year accounting obligations with this streamlined workflow.
402 downloads
Business Tax Return Template
Download your free Business Tax Return template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 117 times
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.
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
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