Freelance Tax Preparer Templates

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

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Freelance Tax Preparer Templates

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

1. Client Information Sheet
2. Income Statement Template
3. Expense Tracker Spreadsheet
4. Tax Deduction Checklist
5. Tax Return Template
6. Quarterly Tax Payment Worksheet
7. Mileage Log Template
8. Profit and Loss Statement
9. Tax Organizer Worksheet
10. Tax Planning Spreadsheet


Reports are often prepared by a Freelance Tax Preparer 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. Trial Balance Report
6. Accounts Payable Aging Report
7. Accounts Receivable Aging Report
8. Sales Tax Report
9. Payroll 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 Preparer does and how they do it.


Freelance Tax Preparer 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. Tax Return Review Template
4. Client Consultation Template
5. Year-End Tax Strategies Template

Legal Docs

There are several key times when a Freelance Tax Preparer 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 Payment Template
4. Tax Extension Template
5. Tax Audit Template

Health & Safety Templates

Health & Safety templates for a Freelance Tax Preparer 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 Preparer 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. Tax Filing Reminder Calendar
5. Billing and Invoicing Calendar

Invoice Templates

Several types of Freelance Tax Preparer 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 Tax Filing Invoice
3. Annual Tax Return Invoice
4. Tax Consultation Invoice
5. Bookkeeping Services Invoice

Survey Templates

For a Freelance Tax Preparer to get insights related to the work they do, they need to send out Freelance Tax Preparer 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. Referral Source Survey
4. Pricing and Value Survey
5. Communication and Availability Survey

Meeting Agendas

Having premade Freelance Tax Preparer 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 Tax Strategy Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Template
3. Tax Deduction Worksheet
4. Monthly Budget Planner
5. Profit and Loss Statement


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

1. Income Statement Dashboard
2. Balance Sheet Dashboard
3. Cash Flow Statement Dashboard
4. Expense Analysis Dashboard
5. Tax Liability Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Tax Preparer 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 Consulting Proposal
3. Small Business Tax Services Proposal
4. Individual Tax Return Preparation Proposal
5. IRS Audit Assistance 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 Preparer 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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