This is Karbon's best practice template for T4 information returns and is adjustable for managed vs. unmanaged clients (for managed clients, you might eliminate the initial sections that complete the engagement letter process and request for payroll data).

To use with Karbon, set all business tax returns under a 'Tax: T4/T4A' work type.

There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting). The start date is when you would like to begin the work (e.g. day after last payroll for the year) and the due date is no later than end of February. The work assignee is the Admin.

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves.