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Provisional Tax Return for Companies

Download your free Provisional Tax Return for Companies template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Provisional Tax Return for Companies' templateProvisional Tax Return for CompaniesPrepare to start provisional tax return2 AutomatorsConfirm prior year tax return and request taxable income and projections from client using the client request belowCompletedCLIENT TASKSPlease confirm your taxable income and projections4 AutomatorsPlease confirm your taxable income and projections to allow us to prepare your draft provisional tax returnCompletedPreparation7 AutomatorsComplete draft tax returnCompleted

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.