Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041) Template
Download your free Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041) template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the workflow template for completing tax returns of estates & trusts (e.g. 1041) with Intuit Lacerte Tax. It outlines detailed tasks for steps including organization, client requests, tax preparation, process updates, review, assembly, filing and follow-up. Four roles within a team may be involved—an Admin, Preparer, Reviewer and Client Manager (for a tax review meeting).
Set the start date as the date to begin work (e.g. January 1) and the due date is the filing date (e.g. April 15). Assign the work to the Admin initially. The work is expected to take 31 days.
If you use this template in Karbon, 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).
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
Alternatively, you can
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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.
