Templates by Intuit

Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax

Manage Benefits Plan Tax Returns with this best practice workflow for Intuit Lacerte Tax.

Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit ProSeries Tax

Manage Benefits Plan Tax Returns with this best practice workflow for Intuit ProSeries Tax.

Cash Flow Advisory in Intuit QuickBooks icon

Cash Flow Advisory in Intuit QuickBooks icon

Cash Flow Advisory in Intuit QuickBooks

Streamline your cash flow advisory process with this dedicated workflow.

Client Onboarding for Intuit QuickBooks icon

Client Onboarding for Intuit QuickBooks icon

Client Onboarding for Intuit QuickBooks

Increase efficiency when onboarding new clients with this streamlined workflow.

Corporate Tax Return in Intuit Lacerte Tax (Form 1120) icon

Corporate Tax Return in Intuit Lacerte Tax (Form 1120) icon

Corporate Tax Return in Intuit Lacerte Tax (Form 1120)

Prepare, assemble and lodge corporate tax returns using Intuit Lacerte Tax with this detailed workflow.

Corporate Tax Return in Intuit ProConnect Tax (Form 1120) icon

Corporate Tax Return in Intuit ProConnect Tax (Form 1120) icon

Corporate Tax Return in Intuit ProConnect Tax (Form 1120)

Manage the entire corporate tax return preparation, assembly and lodgment process for Intuit ProConnect Tax with this workflow.

Corporate Tax Return in Intuit ProSeries Tax (Form 1120) icon

Corporate Tax Return in Intuit ProSeries Tax (Form 1120) icon

Corporate Tax Return in Intuit ProSeries Tax (Form 1120)

Streamline your corporate tax return process using Intuit ProSeries Tax with this detailed workflow.

Estate Tax Return in Intuit Lacerte Tax (Form 706) icon

Estate Tax Return in Intuit Lacerte Tax (Form 706) icon

Estate Tax Return in Intuit Lacerte Tax (Form 706)

Manage the hand-off between different staff members when processing estate tax returns with Intuit Lacerte Tax.

Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041)

Use Intuit Lacerte Tax to complete and file tax returns for estates and trusts.

Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041)

Use Intuit ProConnect Tax to complete and file tax returns for estates & trusts.

Estates & Trusts Tax Return in Intuit ProSeries Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProSeries Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProSeries Tax (Form 1041)

Use Intuit ProSeries Tax to complete and file tax returns for estates & trusts.

Form 1099 Tracking in Intuit QuickBooks icon

Form 1099 Tracking in Intuit QuickBooks icon

Form 1099 Tracking in Intuit QuickBooks

Process and track the 1099 forms for your clients using QuickBooks Online.

Gift Tax Return in Intuit Lacerte Tax (Form 709) icon

Gift Tax Return in Intuit Lacerte Tax (Form 709) icon

Gift Tax Return in Intuit Lacerte Tax (Form 709)

Use Intuit Lacerte Tax to prepare and file gift tax returns quickly and error-free.

Gift Tax Return in Intuit ProConnect Tax (Form 709) icon

Gift Tax Return in Intuit ProConnect Tax (Form 709) icon

Gift Tax Return in Intuit ProConnect Tax (Form 709)

Use Intuit ProConnect Tax to prepare and file gift tax returns quickly and error-free.

Gift Tax Return in Intuit ProSeries Tax (Form 709) icon

Gift Tax Return in Intuit ProSeries Tax (Form 709) icon

Gift Tax Return in Intuit ProSeries Tax (Form 709)

Use Intuit ProSeries Tax to prepare and file gift tax returns quickly and error-free.

Individual Tax Return in Intuit Lacerte Tax (Form 1040) icon

Individual Tax Return in Intuit Lacerte Tax (Form 1040) icon

Individual Tax Return in Intuit Lacerte Tax (Form 1040)

Manage the entire individual tax return process using Intuit Lacerte Tax with this dedicated workflow.

Individual Tax Return in Intuit ProConnect Tax (Form 1040) icon

Individual Tax Return in Intuit ProConnect Tax (Form 1040) icon

Individual Tax Return in Intuit ProConnect Tax (Form 1040)

Streamline your individual tax return process using Intuit ProConnect Tax with this proven workflow.

Individual Tax Return in Intuit ProSeries Tax (Form 1040) icon

Individual Tax Return in Intuit ProSeries Tax (Form 1040) icon

Individual Tax Return in Intuit ProSeries Tax (Form 1040)

Increase efficiency when managing individual tax return processes using Intuit ProSeries Tax with this workflow.

Month-End Close in Intuit QuickBooks icon

Month-End Close in Intuit QuickBooks icon

Month-End Close in Intuit QuickBooks

Manage your month-end close processes using Intuit QuickBooks with this dedicated workflow.

Monthly Accounting in Intuit QuickBooks icon

Monthly Accounting in Intuit QuickBooks icon

Monthly Accounting in Intuit QuickBooks

Manage your monthly accounting processes with this streamlined workflow for Intuit QuickBooks.

Partnership Tax Return in Intuit Lacerte Tax (Form 1065) icon

Partnership Tax Return in Intuit Lacerte Tax (Form 1065) icon

Partnership Tax Return in Intuit Lacerte Tax (Form 1065)

Streamline your processes when completing partnership tax returns in Intuit Lacerte Tax.

Partnership Tax Return in Intuit ProConnect Tax (Form 1065) icon

Partnership Tax Return in Intuit ProConnect Tax (Form 1065) icon

Partnership Tax Return in Intuit ProConnect Tax (Form 1065)

Manage your entire partnership tax return workflow in Intuit ProConnect Tax.

Partnership Tax Return in Intuit ProSeries Tax (Form 1065) icon

Partnership Tax Return in Intuit ProSeries Tax (Form 1065) icon

Partnership Tax Return in Intuit ProSeries Tax (Form 1065)

Increase efficiency when completing partnership tax returns in Intuit ProSeries Tax.

Payroll Processing in Intuit QuickBooks icon

Payroll Processing in Intuit QuickBooks icon

Payroll Processing in Intuit QuickBooks

Standardize the process for completing Payroll Processing in Intuit QuickBooks.

Payroll Quarterly Tax Filing in Intuit QuickBooks icon

Payroll Quarterly Tax Filing in Intuit QuickBooks icon

Payroll Quarterly Tax Filing in Intuit QuickBooks

Streamline the completion of the necessary payroll quarterly tax filings in Intuit QuickBooks.

Payroll Setup in Intuit QuickBooks icon

Payroll Setup in Intuit QuickBooks icon

Payroll Setup in Intuit QuickBooks

Ensure every critical step is covered when your team completes Payroll Setup in Intuit QuickBooks.

S-Corp Tax Return in Intuit Lacerte Tax (Form 1120S) icon

S-Corp Tax Return in Intuit Lacerte Tax (Form 1120S) icon

S-Corp Tax Return in Intuit Lacerte Tax (Form 1120S)

Ensure every step is covered efficiently when you complete S-Corp Tax Returns in Intuit Lacerte Tax.

S-Corp Tax Return in Intuit ProConnect Tax (Form 1120S) icon

S-Corp Tax Return in Intuit ProConnect Tax (Form 1120S) icon

S-Corp Tax Return in Intuit ProConnect Tax (Form 1120S)

Complete every step efficiently when you complete S-Corp Tax Returns in Intuit ProConnect Tax.

S-Corp Tax Return in Intuit ProSeries Tax (Form 1120S) icon

S-Corp Tax Return in Intuit ProSeries Tax (Form 1120S) icon

S-Corp Tax Return in Intuit ProSeries Tax (Form 1120S)

Master the workflow for completing S-Corp Tax Returns in Intuit ProSeries Tax.

Sales Tax Filing in Intuit QuickBooks icon

Sales Tax Filing in Intuit QuickBooks icon

Sales Tax Filing in Intuit QuickBooks

Guarantee nothing falls through the cracks with sales tax filing in Intuit QuickBooks

Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990)

Avoid any tasks falling through the cracks when managing tax returns in Intuit Lacerte for tax-exempt organizations.

Tax-Exempt Organization Tax Return in Intuit ProConnect Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit ProConnect Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit ProConnect Tax (Form 990)

Avoid any tasks falling through the cracks when managing tax returns in Intuit ProConnect for tax-exempt organizations.

Tax-Exempt Organization Tax Return in Intuit ProSeries Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit ProSeries Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit ProSeries Tax (Form 990)

Avoid any tasks falling through the cracks when managing tax returns in Intuit ProSeries for tax-exempt organizations.

Weekly Reconciliation in Intuit QuickBooks icon

Weekly Reconciliation in Intuit QuickBooks icon

Weekly Reconciliation in Intuit QuickBooks

Streamline your weekly reconciliation process in Intuit QuickBooks with this repeatable workflow.

Where to Start in Intuit Practice Management? icon

Where to Start in Intuit Practice Management? icon

Where to Start in Intuit Practice Management?

Understand the basics of customizing templates and creating repeating work from templates.

Year-End Review in Intuit QuickBooks icon

Year-End Review in Intuit QuickBooks icon

Year-End Review in Intuit QuickBooks

Maximize efficiency with this year-end review workflow for Intuit QuickBooks.