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Workflow Templates

Individual Tax Return (T1) Template

Download your free Individual Tax Return (T1) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceCanadaCA Core

Created by Karbon

A preview of the templateIndividual Tax Return (T1) - CA CoreOrganize and request client information3 AutomatorsUpdate and send the client request for the upcoming individual tax workCompletedWCLIENT TASKSDocumentation request for your upcoming tax work 1 AutomatorComplete and upload this year's tax checklist (see below) and documents (e.g. slips)CompletedDKick-off tax prep4 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompletedD

About this template

This template outlines the core workflow for preparing and filing individual Canadian tax returns (T1). It includes steps for engagement setup, document collection, preparation, review, client delivery, and filing. Roles involved include the Preparer and Reviewer.

The workflow also features distinct statuses such as:

  • On hold – CRA delay
  • On hold – Missing info
  • On hold – Internal

The process is structured to ensure clear task ownership, timely follow-ups, and status tracking throughout the T1 return preparation cycle.

This template is part of the Canada Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.

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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 Individual Tax Return (T1) Template

.

Karbon Practice Management

A preview of the templateIndividual Tax Return (T1) - CA CoreOrganize and request client information3 AutomatorsUpdate and send the client request for the upcoming individual tax workCompletedRCLIENT TASKSDocumentation request for your upcoming tax work 1 AutomatorComplete and upload this year's tax checklist (see below) and documents (e.g. slips)CompletedSKick-off tax prep4 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompletedD

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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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