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Workflow Templates

Corporate Tax Return in Intuit Lacerte Tax (Form 1120) Template

Download your free Corporate Tax Return in Intuit Lacerte Tax (Form 1120) template to personalize and use in your bookkeeping or accounting firm.

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Download Corporate Tax Return in Intuit Lacerte Tax (Form 1120) Template

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Tax & ComplianceUnited StatesIntuit

Created by Intuit

A preview of the templateCorporate tax return (Form 1120; for Intuit Lacerte Tax)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedXReady to Start1 AutomatorEnsure the corporate tax return is ready to be worked on (and move into production with the Preparer)CompletedRReceive the signed engagement letter (and other client documents)CompletedHConfirm access to the client's financialsCompletedOConfirm completion of the year-end review workCompletedYPreparation

About this template

This is the best practice work template for preparing, assembling and lodging corporate tax returns (form 1120) using Intuit Lacerte Tax.

The Automators within the workflow will update the task due dates, change statuses of both the tasks and work, and move the assignment of the work automatically based on the completion of the sections themselves.

The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).

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How to use this template

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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
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Alternatively, you can

Download Corporate Tax Return in Intuit Lacerte Tax (Form 1120) Template

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Karbon Practice Management

A preview of the templateCorporate tax return (Form 1120; for Intuit Lacerte Tax)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedUReady to Start1 AutomatorEnsure the corporate tax return is ready to be worked on (and move into production with the Preparer)CompletedBReceive the signed engagement letter (and other client documents)CompletedXConfirm access to the client's financialsCompletedVConfirm completion of the year-end review workCompletedZPreparation

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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 Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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