Return of Investment Income Template
Download your free Return of Investment Income template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is Karbon's best practice template for T5 return of investment income.
To use with Karbon, set under a "Tax: T5" work type. There are three roles in this work template for Admin, Preparer, and Reviewer. The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves.
Set the start date is when you would like to begin the work.
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.
