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Return of Investment Income

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Download your free Return of Investment Income template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Return of Investment Income' templateReturn of Investment IncomeReady to Start1 AutomatorCreate and send engagement letter / agreement to client (via client task)CompletedCLIENT TASKSInvestment income return (T5) is required2 AutomatorsReview and confirm this year's return of investment income (T5) engagement (attached)CompletedUpload your year-end financial summary and/or provide accountant access to your general ledgerCompletedKick-off6 Automators

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.

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling