Sales Tax Filing in Intuit QuickBooks
Created by Intuit
Guarantee nothing falls through the cracks with sales tax filing in Intuit QuickBooks
Sales Tax Filing Template
Download your free Sales Tax Filing template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template supports the core workflow for filing Canadian sales tax returns.
It includes stages for: Client Information Collection, Preparation, Internal Review, Client Approval, and Filing, followed by Confirmation and Client Notification.
Tasks are assigned to Preparers and Reviewers, with automated transitions to ensure timely handoffs. The template also includes client task reminders and due date tracking.
It is structured to guide firms through a consistent, streamlined process for recurring sales tax filings.
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.
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
Alternatively, you can
.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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