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Year-End Review & Business Tax Return

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Download your free Year-End Review & Business Tax Return template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Year-End Review & Business Tax Return' templateYear-End Review & Business Tax ReturnKick-off year-end review (step 1)2 AutomatorsReview, update and send the initial client task belowCompletedCLIENT TASKSProvide the following details for this year's financial statements4 AutomatorsUpload your year-end bank and credit card statementsCompletedUpload your year-end loan statementsCompletedKick-off year-end review (step 2)8 Automators

This is the Karbon best practice process for year-end reviews and business tax returns (T2) for Canadian-basesd clients.

To use with Karbon, set all business tax returns under a 'Tax: T2 (Corporations)' work type. It doesn't include other tax work like WSIB and/or GST/HST. There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves.

The start date is when you would like to begin the work (e.g. day after fiscal year end) and the due date is no later than six months of the end of each tax year (the tax year of a corporation is its fiscal period). The work assignee is the Admin.

Learn more about the year-end review portion and the business tax return portion of this template.

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  • .XLSX File

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