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Workflow Templates

Business Tax Return (Form 1065) Template

Download your free Business Tax Return (Form 1065) template to personalize and use in your bookkeeping or accounting firm.

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Tax & Compliance - categoryUnited States - regionUS Simple Start - tag

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offBusiness Tax Return (Form 1065) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedUOptional: Extension Filing7 AutomatorsPrepare and file extensionCompletedHReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedN

About this template

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.

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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
Sign In to Add to Karbon

Alternatively, you can

Download Business Tax Return (Form 1065) Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offBusiness Tax Return (Form 1065) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedROptional: Extension Filing7 AutomatorsPrepare and file extensionCompletedIReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedH

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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.

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