Gift Tax Return (Form 709)

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.