Gift Tax Return (Form 709) Template
Download your free GGift Tax Return (Form 709) template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the best practice process template for preparing and filing gift tax returns (Form 709).
You will find detailed detailed steps that cover everything from organizing, preparing, reviewing, assembling, filing, as well as client engagement. The steps can be carried out by one of four roles within your team — an Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).
If you are using this template in Karbon, you will be able to utitlize automators within the workflow that will update the task due dates, task and work statuses, and assignee based on the progress completed.
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 Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
