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Self-Assessment Tax Return

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Download your free self-assessment tax return template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Self-Assessment Tax Return' templateSelf-Assessment Tax ReturnOrganize and request client information2 AutomatorsUpdate and send the client task for the upcoming individual tax workCompletedCLIENT TASKSDocumentation request for your upcoming tax work3 AutomatorsComplete and upload this year's tax checklist form and documents (attached)CompletedKick-off tax prep6 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompleted

This is the Karbon best practice template for self-assessment tax returns. 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 at.

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Download the Template

Download your Self-Assessment Tax Return template now.

  • .XLSX File

Add to Karbon

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

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