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Workflow Templates

Business Tax Return (Form 1120S) Template

Download your free Business Tax Return (Form 1120S) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceUnited StatesUS Simple Start

Created by Karbon

A preview of the templateBusiness Tax Return (Form 1120S) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedWOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedOReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedJ

About this template

This template outlines a streamlined process for preparing and filing IRS Form 1120 for US corporations.

It covers key steps including client information collection, return preparation, internal review, client approval, and submission to the IRS. Tasks are assigned to the Preparer and Reviewer, with built-in automation to move work forward as tasks are completed.

This template is designed for a simplified and repeatable corporate tax return engagement.

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
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Alternatively, you can

Download Business Tax Return (Form 1120S) Template

.

Karbon Practice Management

A preview of the templateBusiness Tax Return (Form 1120S) - US Simple StartOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedLOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedWReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedP

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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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