Essential Workflows for United States Firms

Discover best practice accounting templates to use for clients based in the United States.

Templates

Business Tax Return (Form 1065) icon
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Business Tax Return (Form 1120) icon
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Business Tax Return (Form 1120S) icon
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Business Tax Return (Forms 1120/1120S/1065/990) icon
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Client Onboarding icon
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Corporate Name Change icon
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Form 1099 Tracking icon
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Gift Tax Return (Form 709) icon
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Individual Tax Return (Forms 1040/1041) icon
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Not-For-Profit Tax Return (Form 990) icon
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Sales Tax Filing icon
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Trademark Filing icon
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Year-End Review icon
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