Freelance Tax Accountant Templates

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

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Freelance Tax Accountant Templates

There is a huge number of templates that someone in the Freelance Tax Accountant 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 Tax Accountant. 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. Tax Return Template
8. Budget Template
9. Expense Report Template
10. Financial Analysis Template


Reports are often prepared by a Freelance Tax Accountant 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. General Ledger Report
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. Sales Tax Report
8. Payroll Report
9. Expense Report
10. Tax Return Report


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 Tax Accountant does and how they do it.

1. Client Onboarding SOP
2. Tax Preparation SOP
3. Tax Planning SOP
4. Financial Statement Analysis SOP
5. Bookkeeping SOP
6. Audit Support SOP
7. Tax Compliance SOP
8. Payroll Processing SOP
9. Expense Tracking SOP
10. Tax Return Filing SOP


Freelance Tax Accountant 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 Report Template
2. Tax Planning Presentation Template
3. Year-End Tax Review Template
4. Tax Compliance Update Template
5. Client Tax Consultation Template

Legal Docs

There are several key times when a Freelance Tax Accountant 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. Expense Report Template
4. Invoice Template
5. Engagement Letter Template

Health & Safety Templates

Health & Safety templates for a Freelance Tax Accountant 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


Setting up Freelance Tax Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Tax Deadlines Calendar
2. Client Meeting Schedule Calendar
3. Expense Tracking Calendar
4. Billing and Invoicing Calendar
5. Tax Filing and Reporting Calendar

Invoice Templates

Several types of Freelance Tax Accountant 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 Filing Invoice
4. Bookkeeping Services Invoice
5. Consultation and Advisory Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Tax Preparation Process Survey
3. Tax Planning Survey
4. Financial Reporting Survey
5. Tax Compliance Survey

Meeting Agendas

Having premade Freelance Tax Accountant 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. Quarterly Tax Planning Meeting
3. Annual Tax Filing Meeting
4. Budgeting and Forecasting Meeting
5. Year-End Financial Analysis Meeting

Budget Templates

To manage finances well, a Freelance Tax Accountant 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. Tax Deduction Worksheet
4. Savings Goal Tracker
5. Client Billing and Invoicing Template


Dashboards are a useful way for a Freelance Tax Accountant 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. Tax Planning Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Tax Accountant 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 Preparation Proposal
2. Tax Planning and Strategy Proposal
3. IRS Audit Assistance Proposal
4. Financial Statement Preparation Proposal
5. Bookkeeping and Payroll Services 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 Tax Accountant 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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