Tax Advisor Templates

Tax Advisor Templates

There is a huge number of templates that someone in the Tax Advisor 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 Advisor. 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 Tax Return
4. Client Information Sheet
5. Tax Deduction Checklist
6. Tax Planning Worksheet
7. Expense Tracking Spreadsheet
8. Tax Projection Template
9. Tax Organizer
10. Tax Research Template

Reports

Reports are often prepared by a Tax Advisor 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 Income Statement Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Profit and Loss Report
5. Tax Liability Report
6. Expense Analysis Report
7. Tax Deduction Report
8. Client Portfolio Report
9. Tax Compliance Report
10. Tax Planning 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 Advisor does and how they do it.

1. Client Onboarding SOP
2. Tax Return Preparation SOP
3. Tax Planning SOP
4. Audit Support SOP
5. Financial Statement Analysis SOP
6. Tax Compliance SOP
7. Tax Research SOP
8. Client Communication SOP
9. Tax Software Training SOP
10. Internal Process Improvement SOP

Presentations

Tax Advisor 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
2. Tax Planning Strategies
3. Tax Compliance Updates
4. Client Portfolio Review
5. Tax Saving Opportunities

Legal Docs

There are several key times when a Tax Advisor 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 Planning Template
3. Tax Audit Template
4. Tax Compliance Template
5. Tax Research Template

Health & Safety Templates

Health & Safety templates for a Tax Advisor 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Tax Advisor 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 Law Updates Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Tax Advisor 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 Planning Invoice
4. Bookkeeping Services Invoice
5. Financial Consultation Invoice

Survey Templates

For a Tax Advisor to get insights related to the work they do, they need to send out Tax Advisor 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 Advisor 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 Financial Review Meeting
3. Annual Tax Compliance Meeting
4. Client Onboarding Meeting
5. Team Training and Development Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Savings and Investment Budget Template
3. Debt Repayment Budget Template
4. Tax Planning Budget Template
5. Personal and Professional Development Budget Template

Dashboards

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

1. Revenue Dashboard
2. Expense Dashboard
3. Profitability Dashboard
4. Tax Compliance Dashboard
5. Client Portfolio Dashboard

Proposal Templates

For bidding or requesting work, a Tax Advisor 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 Advisor 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.