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Capital Dividend Election

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Download your free Capital Dividend Election template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Capital Dividend Election' templateCapital Dividend ElectionReady to Start2 AutomatorsPrepare and send the engagement letter (via eSignature provider)CompletedWaiting for signed engagement letter4 AutomatorsReceive confirmation of signed engagement letterCompletedPrepare8 AutomatorsPrepare the capital dividend electionCompleted

This template is designed to guide you through the Capital Dividend Election process, from preparation through to submission.

This process assumes an engagement letter needs to be completed, with the entire process taking 18 days (barring client slow down or internal issues).

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  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling