Form 940 Filing Template
Download your free Form 940 filing (US) template to personalize and use in your bookkeeping or accounting firm.
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About this template
Form 940 is the Employer's Annual Federal Unemployment (FUTA) Tax Return, which US business owners with employees must submit annually to the IRS. This is the template San Fransisco practice, Mayfield Accounting, use to prepare and file the form for their clients.
Mayfield Accounting is a female-owned firm founded by accountants who were once small business owners themselves. Located in San Francisco, they have firsthand knowledge of the challenges entrepreneurship brings, and the challenges unique to women in business. They’re striving to improve the performance of businesswomen, so they may, in turn, change the world.
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
Alternatively, you can
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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.
