Self-Assessment Tax Return Template
Download your free self-assessment tax return template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the Karbon best practice template for self-assessment tax returns in the United Kingdom. It outlines the end-to-end process to support a self-assessment tax return for a walk-in client, new client, or a more complicated return.
Every firm has its own unique tax preparation method of delivery, so before using this for the first time, review and simplify it to suit the way you already operate. The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).
To learn how to use this template in Karbon, watch this short video.
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.
