Freelance Freelance Tax Writer Templates

There is a huge number of templates that someone in the Freelance Freelance Tax Writer 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 Freelance Tax Writer. 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. Tax Preparation Worksheet
6. Expense Tracking Spreadsheet
7. Client Invoice Template
8. Tax Planning Guide
9. Financial Analysis Report
10. Tax Return Template

Reports

Reports are often prepared by a Freelance Freelance Tax Writer 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. Monthly Tax Revenue Report
2. Tax Deductions Report
3. Tax Compliance Report
4. Tax Exemption Report
5. Tax Refund Report
6. Tax Audit Report
7. Tax Planning Report
8. Tax Policy Analysis Report
9. Tax Law Updates Report
10. Tax Research 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 Freelance Tax Writer does and how they do it.

1. Tax Preparation SOP
2. Tax Planning SOP
3. Tax Research SOP
4. Tax Compliance SOP
5. Tax Reporting SOP
6. Tax Audit SOP
7. Tax Documentation SOP
8. Tax Software SOP
9. Tax Client Communication SOP
10. Tax Deadline Management SOP

Presentations

Freelance Freelance Tax Writer 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 Tax Updates
2. Tax Planning Strategies
3. Tax Deductions and Credits
4. Tax Compliance Guidelines
5. Tax Tips for Small Businesses

Legal Docs

There are several key times when a Freelance Freelance Tax Writer 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. Tax Deduction Template
3. Tax Planning Template
4. Tax Audit Template
5. Tax Compliance Template

Health & Safety Templates

Health & Safety templates for a Freelance Freelance Tax Writer 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 Freelance Tax Writer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Editorial Calendar
2. Tax Filing Deadlines Calendar
3. Content Creation Calendar
4. Client Meeting Calendar
5. Personal Task and Reminder Calendar

Invoice Templates

Several types of Freelance Freelance Tax Writer 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. Freelance Writing Services Invoice
3. Editing and Proofreading Invoice
4. Research and Analysis Invoice
5. Consulting and Advisory Services Invoice

Survey Templates

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

1. Monthly Tax Preparation Satisfaction Survey
2. Client Feedback Survey on Tax Planning Strategies
3. Tax Software User Experience Survey
4. Tax Knowledge Assessment Survey
5. Customer Satisfaction Survey for Tax Consultation Services

Meeting Agendas

Having premade Freelance Freelance Tax Writer 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 Tax Planning Meeting
2. Quarterly Tax Update Meeting
3. Annual Tax Strategy Meeting
4. Client Consultation Meeting
5. Team Collaboration Meeting

Budget Templates

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

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

Dashboards

Dashboards are a useful way for a Freelance Freelance Tax Writer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Revenue Dashboard
2. Expense Tracking Dashboard
3. Profit and Loss Dashboard
4. Tax Deductions Dashboard
5. Client Invoicing Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Freelance Tax Writer 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. Tax Compliance Proposal
3. Tax Research and Analysis Proposal
4. Tax Audit Support Proposal
5. Tax Strategy 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 Freelance Tax Writer 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.

Freelance Freelance Tax Writer Templates