This template provides a structured workflow for preparing and filing IRS Form 1065 for US partnerships.

It covers the full process from initial client information request through to preparation, internal review, client approval, and final filing. Key roles include the Preparer and Reviewer, with clear task delegation and automation to advance work as each stage is completed.

The template is designed to support an efficient and repeatable process for partnership tax return engagements.

This template is part of the US Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.