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.