Looking for Freelance Financial Tax Planner Templates to download? See the main templates that a Freelance Financial Tax Planner would use in their day-to-day work.
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Freelance Financial Tax Planner Templates
Contents
Freelance Financial Tax Planner Templates
There is a huge number of templates that someone in the Freelance Financial Tax Planner 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 Financial Tax Planner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Income Statement
2. Quarterly Balance Sheet
3. Annual Cash Flow Statement
4. Tax Deduction Checklist
5. Client Information Form
6. Tax Planning Worksheet
7. Expense Tracking Spreadsheet
8. Tax Return Template
9. Financial Analysis Report
10. Budgeting Template
Reports
Reports are often prepared by a Freelance Financial Tax Planner 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. Profit and Loss Report
5. Tax Deduction Report
6. Tax Liability Report
7. Expense Report
8. Client Billing Report
9. Tax Return Report
10. Financial 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 Financial Tax Planner does and how they do it.
1. Client Onboarding SOP
2. Tax Planning SOP
3. Financial Analysis SOP
4. Tax Return Preparation SOP
5. Audit Support SOP
6. Bookkeeping SOP
7. Compliance SOP
8. Client Communication SOP
9. Tax Research SOP
10. Financial Reporting SOP
Presentations
Freelance Financial Tax Planner 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. Investment Portfolio Analysis and Recommendations
4. Retirement Planning for High Net Worth Individuals
5. Tax Compliance and Reporting Updates
Legal Docs
There are several key times when a Freelance Financial Tax Planner 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 Planning Agreement
2. Client Engagement Letter
3. Confidentiality Agreement
4. Tax Return Preparation Checklist
5. Tax Planning Report
Health & Safety Templates
Health & Safety templates for a Freelance Financial Tax Planner 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. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Financial Tax Planner 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 Calendar
4. Expense Tracking Calendar
5. Project Milestones Calendar
Invoice Templates
Several types of Freelance Financial Tax Planner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Planning Invoice
2. Tax Preparation Invoice
3. Bookkeeping Services Invoice
4. Investment Advisory Invoice
5. Retirement Planning Invoice
Survey Templates
For a Freelance Financial Tax Planner to get insights related to the work they do, they need to send out Freelance Financial Tax Planner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Tax Planning Needs Assessment Survey
3. Financial Goal Setting Survey
4. Tax Preparation Feedback Survey
5. Industry Trends and Insights Survey
Meeting Agendas
Having premade Freelance Financial Tax Planner 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 Client Review Meeting
2. Tax Planning Strategy Meeting
3. Quarterly Financial Performance Meeting
4. Annual Tax Filing Preparation Meeting
5. Budgeting and Forecasting Meeting
Budget Templates
To manage finances well, a Freelance Financial Tax Planner 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 and Investment Tracker
4. Debt Repayment Plan
5. Tax Preparation Worksheet
Dashboards
Dashboards are a useful way for a Freelance Financial Tax Planner to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Income and Expense Dashboard
2. Tax Planning and Projection Dashboard
3. Client Portfolio Performance Dashboard
4. Tax Compliance and Filing Status Dashboard
5. Financial Goal Tracking Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Tax Planner 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. Tax Planning Proposal: This proposal outlines the tax planning services that I offer to clients, including tax preparation, tax optimization, and tax strategy development.
2. Financial Planning Proposal: This proposal outlines the financial planning services that I offer to clients, including retirement planning, investment management, and estate planning.
3. Business Planning Proposal: This proposal outlines the business planning services that I offer to clients, including business formation, financial analysis, and strategic planning.
4. Accounting Proposal: This proposal outlines the accounting services that I offer to clients, including bookkeeping, financial statement preparation, and tax compliance.
5. Consulting Proposal: This proposal outlines the consulting services that I offer to clients, including financial analysis, risk management, and business valuation
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 Financial Tax Planner 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.
