Tax Assistant Templates

Tax Assistant Templates

There is a huge number of templates that someone in the Tax Assistant 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 Assistant. 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. Expense Report Template
5. Tax Deduction Worksheet Template
6. Tax Payment Schedule Template
7. Client Information Template
8. Tax Planning Template
9. Tax Audit Checklist Template
10. Tax Research Template

Reports

Reports are often prepared by a Tax Assistant 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 Assistant does and how they do it.

1. Tax Return Preparation SOP
2. Tax Deduction Documentation SOP
3. Tax Audit Support SOP
4. Tax Planning and Strategy SOP
5. Tax Compliance SOP
6. Tax Research SOP
7. Tax Software Utilization SOP
8. Client Communication SOP
9. Financial Statement Analysis SOP
10. Tax Deadline Management SOP

Presentations

Tax Assistant 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. Budget Analysis Presentation Template

Legal Docs

There are several key times when a Tax Assistant 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 Assistant 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Tax Assistant 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. Staff Vacation and Time-off Calendar
4. Billing and Invoicing Calendar
5. Tax Filing and Reporting Calendar

Invoice Templates

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

1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Hourly Billing Invoice
4. Retainer Invoice
5. Late Payment Reminder Invoice

Survey Templates

For a Tax Assistant to get insights related to the work they do, they need to send out Tax Assistant 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. Customer Service Feedback Survey
4. Tax Software Evaluation Survey
5. Employee Training Needs Assessment Survey

Meeting Agendas

Having premade Tax Assistant 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 Team Meeting
2. Client Update Meeting
3. Tax Planning Meeting
4. Budget Review Meeting
5. Training and Development Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Personal Budget Template
3. Business Budget Template
4. Savings Budget Template
5. Tax Planning Budget Template

Dashboards

Dashboards are a useful way for a Tax Assistant 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 Tracking Dashboard
5. Revenue Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tax Assistant 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. Tax Compliance and Reporting Proposal
4. Tax Audit Support Proposal
5. Tax Advisory and Consulting 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 Assistant 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.