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Form 1040 Preparation Template

Download your free Form 1040 preparation (US) template to personalize and use in your bookkeeping or accounting firm.

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Download Form 1040 Preparation Template

Added and downloaded 1611 times

A preview of the template1040 preparation & processing (by Jeffrey D. Reimer CPA) (United States)Ready to start2 AutomatorsSend Tax Engagement Letter and Tax OrganizerCompletedDWaiting for info2 AutomatorsReceive all tax documents (engagement letter, organizer) and scan into DMSCompletedRSigned Tax Engagement Letter receivedCompletedWTax Organizer receivedCompletedAScan paper documents and save to document management systemCompletedUPrep

About this template

This is the template used by Minnesota-based practice, Jeffrey D. Reimer CPA to prepare and submit Form 1040 for their clients. Form 1040 is the annual income tax return that is required to be filed by citizens or residents of the United States

Based in the State of Minnesota, Jeffrey D. Reimer CPA provide accounting, payroll, tax and consulting services to small businesses. They serve individuals and organizations across the United States and in 15 countries around the world, making use of their streamlined processes to assist them with their tax preparation needs.

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
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A preview of the template1040 preparation & processing (by Jeffrey D. Reimer CPA) (United States)Ready to start2 AutomatorsSend Tax Engagement Letter and Tax OrganizerCompletedJWaiting for info2 AutomatorsReceive all tax documents (engagement letter, organizer) and scan into DMSCompletedCSigned Tax Engagement Letter receivedCompletedDTax Organizer receivedCompletedAScan paper documents and save to document management systemCompletedHPrep

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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 Jeffrey Reimer, CPA, MBA

Since 1998, Jeffrey has been helping small businesses and nonprofit organizations with their assurance, accounting, payroll and tax needs. He also help individuals around the world with their tax preparation needs.

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