[US Core] Individual Tax Return (Forms 1040/1041) icon

[US Core] Individual Tax Return (Forms 1040/1041)

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

A preview of the '[US Core] Individual Tax Return (Forms 1040/1041)' template[US Core] Individual Tax Return (Forms 1040/1041)Getting started — Populate your Kanban work board3 AutomatorsCreate a customized template for a service you offer your clients (i.e. Payroll, Monthly Accounting, Taxes, etc.)CompletedCreate work from a template — https://ipmhelp.karbonhq.com/en/articles/3923221-create-workCompletedPut your work item on a repeating schedule — https://ipmhelp.karbonhq.com/en/articles/3923230-schedule-workCompletedReminder: Complete the training checklist in Intuit Practice Management at https://intuitpracticemanagement.karbonhq.CompletedChampion Training — What we'll cover:5 AutomatorsHigh Level overview of KarbonCompletedOverview of Triage — https://help.karbonhq.com/en/collections/102114-triageReady To StartDue Today

This template has two sections at the top of the workflow that allows you to manage the extension process if needed. Please ensure 'Extension Needed' and 'Extension Filed' are added as In Progress work statuses and enable those work statuses for the applicable work types (e.g. 1040 and 1041) to take advantage of this.

This template is part of the US Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.

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Download your [US Core] Individual Tax Return (Forms 1040/1041) template now.

  • .XLSX File

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