Provisional Tax Return for Individuals
Streamline the way your process provisional tax returns for individuals with this template.
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Provisional Tax Return for Companies Template
Download your free Provisional Tax Return for Companies template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to streamline the process of completing provisional company income tax returns.
The work goes through the stages:
- Ready To Start
- Waiting for info
- Process
- Review
- Assemble
- Waiting for client
- Assemble
- File
- Wait for confirmation
- Follow-up
- Wait for confirmation
- Completed
The roles involved in completing the work are: Accountant (initial work assignee) and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved.
Work stages and roles are both customizable.
The template includes best practice automation to ensure it is clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is 5 months after the start of the year of assessment for the first provisional return, and 11 months after the start of the year of assessment for the second provisional return. The due date of the work for both provisional returns is 1 month after the start date.
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
.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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