Individual Tax Return (Forms 1040/1041) icon

Individual Tax Return (Forms 1040/1041)

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Download your free Individual Tax Return (Forms 1040/1041) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Individual Tax Return (Forms 1040/1041)' templateIndividual Tax Return (Forms 1040/1041)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedOrganize and request client information3 AutomatorsUpdate and send the client task for the upcoming individual tax workCompletedCLIENT TASKSDocumentation request for your upcoming tax work4 AutomatorsComplete and upload this year's tax checklist form and documents (attached)Completed

This is Karbon's best practice template for individual tax returns (1040) and estates/trusts (1041). It provides the end-to-end process to support an individual tax return for a walk-in client, new client, and/or a more complicated return.

To use with Karbon, set the work type to be either 'Tax: 1040' or 'Tax: 1041' (based on the form used), then review and simplify to your own firm's unique tax preparation method of delivery.

The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).

The 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.

Learn how to use this template in action.

Download the Template

Download your Individual Tax Return (Forms 1040/1041) 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

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