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Workflow Templates

R&D Tax Credit Template

Download your free R&D Tax Credit template to to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 420 times

Tax & Compliance

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offR&D tax creditReady to Start2 AutomatorsUpdate and send the client request below to set up a discovery meetingCompletedNCLIENT TASKSR&D tax credit opportunity 1 AutomatorSchedule your R&D credit kick-off meeting at: www.calendly.com/youraccountCompletedOInitial Discovery (step 1: Client & Project Discovery)4 AutomatorsSchedule/confirm R&D initial tax discovery meeting with clientCompletedS

About this template

This template is designed to help you complete a R&D tax credit calculation and formsset.

It begins with the start date as the date of initial outreach and the due date 28 days later.

This is the process to complete a R&D tax credit calculation and forms which includes:

  • Discovery
  • Fact finding
  • Calculations
  • Substantiation
  • Checks & reviews
  • Form prep
  • Submission

This template does not include report generation. This process is for new clients only. If needed for existing clients, duplicate the work template and remove the first few sections that are for evaluation and to secure the engagement letter.

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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
Sign In to Add to Karbon

Alternatively, you can

Download R&D Tax Credit Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offR&D tax creditReady to Start2 AutomatorsUpdate and send the client request below to set up a discovery meetingCompletedJCLIENT TASKSR&D tax credit opportunity 1 AutomatorSchedule your R&D credit kick-off meeting at: www.calendly.com/youraccountCompletedGInitial Discovery (step 1: Client & Project Discovery)4 AutomatorsSchedule/confirm R&D initial tax discovery meeting with clientCompletedQ

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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.

Practice Management
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