Freelance Enrolled Agent Templates

Looking for Freelance Enrolled Agent Templates to download? See the main templates that a Freelance Enrolled Agent would use in their day-to-day work.

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Freelance Enrolled Agent Templates

There is a huge number of templates that someone in the Freelance Enrolled Agent 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 Enrolled Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Tax Return Template
2. Income Statement Template
3. Balance Sheet Template
4. Cash Flow Statement Template
5. Budget Template
6. Invoice Template
7. Expense Report Template
8. Client Information Template
9. Tax Organizer Template
10. Mileage Log Template

Reports

Reports are often prepared by a Freelance Enrolled Agent 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. Income Statement Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Profit and Loss Report
7. Budget Variance Report
8. Tax Liability Report
9. Financial Ratios Report
10. Client Billing 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 Enrolled Agent does and how they do it.

1. New Client Onboarding SOP
2. Tax Preparation SOP
3. Tax Planning SOP
4. Audit Support SOP
5. Bookkeeping SOP
6. Payroll Processing SOP
7. Quarterly Tax Filing SOP
8. Year-End Tax Filing SOP
9. IRS Correspondence SOP
10. Client Communication SOP

Presentations

Freelance Enrolled Agent 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. Financial Performance Analysis
2. Tax Planning Strategies
3. Budgeting and Forecasting
4. IRS Compliance Updates
5. Investment Portfolio Review

Legal Docs

There are several key times when a Freelance Enrolled Agent 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. Engagement Letter Template
2. Tax Return Preparation Checklist Template
3. Power of Attorney Template
4. Taxpayer Authorization Form Template
5. Taxpayer Information Sheet Template

Health & Safety Templates

Health & Safety templates for a Freelance Enrolled Agent 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 Enrolled Agent 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 Enrolled Agent invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tax Preparation Invoice
2. Quarterly Financial Statement Invoice
3. Annual Tax Planning Invoice
4. Bookkeeping Services Invoice
5. Audit Support Invoice

Survey Templates

For a Freelance Enrolled Agent to get insights related to the work they do, they need to send out Freelance Enrolled Agent surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Tax Preparation Feedback Survey
3. Financial Planning Survey
4. Accounting Services Evaluation Survey
5. Tax Compliance Survey

Meeting Agendas

Having premade Freelance Enrolled Agent 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. Client Onboarding Meeting
4. Quarterly Tax Compliance Meeting
5. Year-End Tax Strategy Meeting

Budget Templates

To manage finances well, a Freelance Enrolled Agent would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Tax Preparation Worksheet

Dashboards

Dashboards are a useful way for a Freelance Enrolled Agent 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. Client Revenue Dashboard
4. Expense Analysis Dashboard
5. Cash Flow Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Enrolled Agent 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. Quarterly Financial Statement Proposal
3. Annual Tax Return Preparation Proposal
4. IRS Audit Representation Proposal
5. Business Entity Formation 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 Enrolled Agent 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.

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