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.