Tax Consultant Templates

Tax Consultant Templates

There is a huge number of templates that someone in the Tax Consultant 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 Consultant. 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. Balance Sheet
3. Cash Flow Statement
4. Tax Return Template
5. Expense Report
6. Client Invoice
7. Tax Planning Worksheet
8. Tax Deduction Checklist
9. Financial Analysis Report
10. Budget Template

Reports

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

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

Presentations

Tax Consultant 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. Tax Compliance Update Template
4. Client Meeting Presentation Template
5. Tax Strategies and Recommendations Template

Legal Docs

There are several key times when a Tax Consultant 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 Consultant 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 Consultant 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. Internal Team Meeting Calendar

Invoice Templates

Several types of Tax Consultant 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 Financial Statement Invoice
3. Annual Tax Return Invoice
4. Bookkeeping Services Invoice
5. Tax Planning and Advisory Invoice

Survey Templates

For a Tax Consultant to get insights related to the work they do, they need to send out Tax Consultant 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. Tax Planning Survey
4. Tax Compliance Survey
5. Tax Consulting Services Survey

Meeting Agendas

Having premade Tax Consultant 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 Client Update Meeting
2. Team Collaboration Meeting
3. Budget Planning Meeting
4. Tax Law Update Meeting
5. Quarterly Financial Review Meeting

Budget Templates

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

1. Income Statement Budget Template
2. Cash Flow Budget Template
3. Sales Forecast Budget Template
4. Expense Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Tax Consultant 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. Revenue Analysis Dashboard
5. Expense Management Dashboard

Proposal Templates

For bidding or requesting work, a Tax Consultant 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 Compliance Proposal
3. Tax Audit Support Proposal
4. Tax Advisory Services Proposal
5. Tax Return Preparation 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 Consultant 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.