Tax Accountant Templates

Tax Accountant Templates

There is a huge number of templates that someone in the 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 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. Tax Return Template
6. Expense Report Template
7. Budget Template
8. Payroll Template
9. Accounts Payable Template
10. Accounts Receivable Template

Reports

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

1. Client Onboarding SOP
2. Tax Preparation SOP
3. Tax Planning SOP
4. Financial Statement Preparation SOP
5. Audit Support SOP
6. Payroll Processing SOP
7. Bookkeeping SOP
8. Tax Compliance SOP
9. Tax Research SOP
10. Client Communication SOP

Presentations

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. Client Tax Return Review Template
4. Tax Law Updates Template
5. Year-End Tax Strategies Template

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a 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

Calendars

Setting up 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. Tax Filing Reminder Calendar
4. Tax Planning Calendar
5. Internal Team Task Calendar

Invoice Templates

Several types of 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 Tax Filing Invoice
3. Annual Financial Statement Invoice
4. Bookkeeping Services Invoice
5. Tax Planning Consultation Invoice

Survey Templates

For a Tax Accountant to get insights related to the work they do, they need to send out Tax Accountant 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. Tax Planning Survey
4. Tax Law Knowledge Assessment Survey
5. Customer Referral Survey

Meeting Agendas

Having premade 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 Financial Review Meeting
2. Tax Planning Meeting
3. Client Consultation Meeting
4. Team Collaboration Meeting
5. Regulatory Compliance Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Annual Budget Template

Dashboards

Dashboards are a useful way for a 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 Engagement Dashboard
4. Expense Analysis Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a 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 Planning Proposal
2. Tax Return Preparation Proposal
3. Tax Audit Assistance Proposal
4. Tax Compliance Review Proposal
5. Tax Advisory 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 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.