Looking for Freelance Accounting Tax Analyst Templates to download? See the main templates that a Freelance Accounting Tax Analyst would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Freelance Accounting Tax Analyst Templates
Contents
Freelance Accounting Tax Analyst Templates
There is a huge number of templates that someone in the Freelance Accounting Tax Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Accounting Tax Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. General Ledger Template
5. Accounts Payable Template
6. Accounts Receivable Template
7. Expense Report Template
8. Tax Return Template
9. Budget Template
10. Financial Analysis Template
Reports
Reports are often prepared by a Freelance Accounting Tax Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Sales Report
7. Expense Report
8. Tax Liability Report
9. Budget Variance Report
10. Financial Ratios Analysis Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Accounting Tax Analyst does and how they do it.
1. Client Onboarding SOP
2. Tax Preparation SOP
3. Financial Statement Analysis SOP
4. Accounts Payable SOP
5. Accounts Receivable SOP
6. Payroll Processing SOP
7. Tax Filing SOP
8. Budgeting and Forecasting SOP
9. Audit Preparation SOP
10. Month-End Close SOP
Presentations
Freelance Accounting Tax Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Performance Review
2. Tax Planning Strategies for Small Businesses
3. Year-End Tax Preparation Checklist
4. Investment Portfolio Analysis and Recommendations
5. Budgeting and Forecasting for the Next Fiscal Year
Legal Docs
There are several key times when a Freelance Accounting Tax Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Tax Return Template
2. Financial Statement Template
3. Invoice Template
4. Expense Report Template
5. Contract Template
Health & Safety Templates
Health & Safety templates for a Freelance Accounting Tax Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Accounting Tax Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Tax Filing Deadlines Calendar
3. Client Meeting Schedule Calendar
4. Invoice Due Dates Calendar
5. Expense Tracking Calendar
Invoice Templates
Several types of Freelance Accounting Tax Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Hourly Billing Invoice
4. Retainer Invoice
5. Late Payment Reminder Invoice
Survey Templates
For a Freelance Accounting Tax Analyst to get insights related to the work they do, they need to send out Freelance Accounting Tax Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Client Satisfaction Survey
2. Quarterly Financial Reporting Survey
3. Annual Tax Compliance Survey
4. Bi-annual Budgeting and Forecasting Survey
5. Year-end Audit Preparation Survey
Meeting Agendas
Having premade Freelance Accounting Tax Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Financial Review Meeting
2. Tax Planning Meeting
3. Budgeting and Forecasting Meeting
4. Client Consultation Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Accounting Tax Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Annual Budget Template
Dashboards
Dashboards are a useful way for a Freelance Accounting Tax Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Tax Compliance Dashboard
3. Expense Analysis Dashboard
4. Cash Flow Management Dashboard
5. Client Profitability Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Accounting Tax Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Tax Planning Proposal
2. Financial Statement Analysis Proposal
3. Budgeting and Forecasting Proposal
4. Tax Compliance Proposal
5. Cost Reduction and Efficiency Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Accounting Tax Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
