Annual Corporate Returns (Forms 1120/100)
Mayfield Accounting's template to prepare all annual corporate returns, pay tax, and Q1 ES payments.
Guideline 401(k) Process for Accountants Template
Download your free Guideline 401(k) Process for Accountants template to personalize and use in your bookkeeping or accounting firm.
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About this template
This process template outlines the steps to get your client set up with a Guideline 401(k) plan.
This workflow highlights the process of learning more about Guideline and the 401(k) that they offer, getting your Guideline for Accountants account set up, and the ease of onboarding your clients with a Guideline 401(k).
This workflow template enables:
- Scheduling a meeting with a Guideline for Accountants representative
- Getting yourself set up with a Guideline for Accountants account
- The process of setting up your client with a Guideline 401(k) plan Learn more about Guideline 401(k) and the Guideline for Accountant program here.
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
.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 Guideline
The easy, affordable 401(k) for small business
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