Business Tax Return icon

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 AutomatorsComplete draft tax returnCompletedFollow-up with client on open items by updating and sending the client task below (if applicable)Ready To StartDue Today

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.