Tax Analyst Templates

Tax Analyst Templates

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

1. Tax Return Template
2. Income Statement Template
3. Balance Sheet Template
4. Cash Flow Statement Template
5. Tax Provision Template
6. Tax Planning Template
7. Tax Compliance Template
8. Tax Audit Template
9. Tax Research Template
10. Tax Analysis Template

Reports

Reports are often prepared by a Tax Analyst 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 Liability Report
2. Income Statement Report
3. Balance Sheet Report
4. Tax Deduction Report
5. Tax Credit Report
6. Tax Audit Report
7. Tax Compliance Report
8. Tax Provision Report
9. Tax Planning 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 Analyst does and how they do it.

1. Tax Return Preparation SOP
2. Tax Research SOP
3. Tax Compliance SOP
4. Tax Planning SOP
5. Tax Audit Support SOP
6. Tax Provision SOP
7. Tax Documentation SOP
8. Tax Software Management SOP
9. Tax Reporting SOP
10. Tax Policy Development SOP

Presentations

Tax Analyst 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 Analysis Report
2. Tax Planning Strategies Presentation
3. Tax Compliance Update
4. Tax Audit Findings Presentation
5. Tax Law Changes Overview

Legal Docs

There are several key times when a Tax Analyst 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 Exemption Template
4. Tax Audit Template
5. Tax Planning Template

Health & Safety Templates

Health & Safety templates for a Tax Analyst 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 Response Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Tax Filing Calendar
2. Quarterly Tax Payment Calendar
3. Tax Deadline Reminder Calendar
4. Tax Planning Calendar
5. Tax Compliance Calendar

Invoice Templates

Several types of Tax Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tax Invoice
2. Client Billing Invoice
3. Vendor Payment Invoice
4. Expense Reimbursement Invoice
5. Consulting Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Tax Compliance Survey
5. Financial Planning Survey

Meeting Agendas

Having premade Tax Analyst 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 Compliance Review Meeting
3. Annual Tax Strategy Meeting
4. Biweekly Tax Team Update Meeting
5. Monthly Tax Reporting Meeting

Budget Templates

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

1. Monthly Income and Expense Template
2. Budget Variance Analysis Template
3. Savings and Investment Tracking Template
4. Debt Repayment Plan Template
5. Tax Planning and Preparation Template

Dashboards

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

1. Revenue Analysis Dashboard
2. Expense Tracking Dashboard
3. Profitability Dashboard
4. Tax Compliance Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tax Analyst 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 Compliance Proposal
2. Tax Planning and Strategy Proposal
3. Tax Audit Defense Proposal
4. Tax Research and Analysis Proposal
5. Tax Process Improvement 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 Analyst 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.