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.