Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041)

27 Downloads

Download your free Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041)' templateEstates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedOrganize and request client information2 AutomatorsUpdate and send the Client Request for the upcoming individual tax work (via Intuit Link or client task)CompletedKick-off tax prep5 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompleted

This is the workflow template for completing tax returns of estates & trusts (e.g. 1041) with Intuit ProConnect 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).

Download the Template

Download your Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) template now.

  • .XLSX File

Add to Karbon

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

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

Related Templates

Estates & Trusts Tax Return in Intuit Lacerte Tax (Form 1041) icon
Get
Add To Karbon
Download
Estates & Trusts Tax Return in Intuit ProSeries Tax (Form 1041) icon
Get
Add To Karbon
Download
Estate Tax Return in Intuit Lacerte Tax (Form 706) icon
Get
Add To Karbon
Download