81 Templates
Quickly create a new client and set them up to manage their payroll in Gusto.
Ensure every step is covered when you amend individual returns, including FPA, preparation, assembly, delivery, and filing.
Mayfield Accounting's template to prepare all annual corporate returns, pay tax, and Q1 ES payments.
Increase efficiency and visibility with this best practice workflow for audited financial statements powered by AuditFile.
Manage the entire process for audited financial statements in CCH.
Manage Benefits Plan Tax Returns with this best practice workflow for Intuit Lacerte Tax.
Manage Benefits Plan Tax Returns with this best practice workflow for Intuit ProSeries Tax.
Prepare, manage and finalize business tax returns for your clients in the US with this workflow.
Improve the efficiency of processing business tax returns.