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Workflow Templates

Individual Tax Return (Forms 1040/1041) Template

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

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Tax & ComplianceUnited StatesUS Simple Start

Created by Karbon

A preview of the templateIndividual Tax Return (Forms 1040/1041) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedQOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedZReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedH

About this template

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 Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get you started with Karbon templates.

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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
Sign In to Add to Karbon

Alternatively, you can

Download Individual Tax Return (Forms 1040/1041) Template

.

Karbon Practice Management

A preview of the templateIndividual Tax Return (Forms 1040/1041) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedSOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedEReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedZ

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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.

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