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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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Download Individual Tax Return (T1) Template

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Tax & ComplianceCanadaCA Simple Start

Created by Karbon

A preview of the templateIndividual Tax Return (T1) - CA Simple StartReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedLPrep5 AutomatorsPrepare tax return(s)CompletedWReview5 AutomatorsComplete the manager's review of the individual tax returnCompletedN

About this template

This template outlines a streamlined workflow for preparing and filing Canadian individual (T1) tax returns.

It includes clear task stages: Client Info Collection, Preparation, Review, Approval, and Filing.

Roles are assigned across the process, with specific checklists for information gathering, document review, and CRA submission. Automation is built in to assign tasks and move work forward based on completion.

The template is structured to support a simple, repeatable process for individual tax engagements.

This template is part of the Canada Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with 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 Simple StartReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedTPrep5 AutomatorsPrepare tax return(s)CompletedRReview5 AutomatorsComplete the manager's review of the individual tax returnCompletedF

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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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