Tax Attorney Templates

Tax Attorney Templates

There is a huge number of templates that someone in the Tax Attorney 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 Attorney. 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. Tax Planning Spreadsheet
3. Tax Audit Checklist
4. Tax Research Memo Template
5. Tax Opinion Letter Template
6. Tax Court Brief Template
7. IRS Correspondence Template
8. Tax Power of Attorney Form
9. Taxpayer Engagement Letter Template
10. Tax Deposition Outline Template

Reports

Reports are often prepared by a Tax Attorney 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. Quarterly Tax Liability Report
3. Annual Tax Return Report
4. Client Billing Report
5. Tax Deduction Analysis Report
6. Tax Audit Report
7. Tax Planning Report
8. Tax Compliance Report
9. Tax Research Report
10. Tax Law Updates 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 Attorney does and how they do it.

1. Client Intake SOP
2. Document Review SOP
3. Tax Research SOP
4. Tax Planning SOP
5. Audit Defense SOP
6. Tax Return Preparation SOP
7. Appeals Process SOP
8. Tax Litigation SOP
9. Estate Planning SOP
10. Compliance and Reporting SOP

Presentations

Tax Attorney 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. Client Consultation Template
2. Tax Law Updates Template
3. Case Analysis Template
4. Legal Research Template
5. Courtroom Presentation Template

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Tax Attorney ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Office Safety Checklist
2. Emergency Evacuation Plan
3. First Aid Kit Inspection Checklist
4. Hazard Communication Program
5. Workplace Violence Prevention Plan

Calendars

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

1. Monthly Billing Calendar
2. Court Hearing Calendar
3. Tax Filing Deadlines Calendar
4. Client Meeting Calendar
5. Legal Research Calendar

Invoice Templates

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

1. Client Retainer Invoice
2. Hourly Billing Invoice
3. Flat Fee Invoice
4. Expense Reimbursement Invoice
5. Monthly Statement Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Legal Research Feedback Survey
4. Continuing Education Needs Assessment Survey
5. Industry Trends and Insights Survey

Meeting Agendas

Having premade Tax Attorney 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. Client Consultation Meeting
2. Case Strategy Meeting
3. Internal Team Meeting
4. Court Preparation Meeting
5. Legal Research and Analysis Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Client Billing Budget Template
3. Office Supplies Budget Template
4. Marketing and Advertising Budget Template
5. Professional Development Budget Template

Dashboards

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

1. Revenue and Expenses Dashboard
2. Client Billing Dashboard
3. Case Management Dashboard
4. Compliance and Regulatory Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tax Attorney 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. Tax Planning Proposal
2. Tax Audit Defense Proposal
3. Tax Dispute Resolution Proposal
4. Estate Planning Proposal
5. Business Restructuring 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 Attorney 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.