Tax Economist Templates

Tax Economist Templates

There is a huge number of templates that someone in the Tax Economist 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 Economist. 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 Tax Analysis Report
2. Tax Compliance Checklist
3. Tax Planning Spreadsheet
4. Income Tax Return Template
5. Tax Deduction Tracker
6. Tax Audit Preparation Checklist
7. Tax Forecasting Worksheet
8. Tax Policy Research Document
9. Tax Exemption Application Form
10. Tax Risk Assessment Report

Reports

Reports are often prepared by a Tax Economist 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 Revenue Report
2. Tax Compliance Report
3. Tax Expenditure Analysis
4. Tax Gap Assessment
5. Tax Policy Evaluation
6. Tax Revenue Forecast
7. Tax Burden Comparison
8. Tax Incentive Impact Analysis
9. Tax System Efficiency Report
10. Tax Reform Recommendations

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 Economist does and how they do it.

1. Tax Compliance SOP
2. Tax Planning SOP
3. Tax Research SOP
4. Tax Audit SOP
5. Tax Reporting SOP
6. Tax Policy SOP
7. Tax Risk Management SOP
8. Tax Documentation SOP
9. Tax Training SOP
10. Tax Technology SOP

Presentations

Tax Economist 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 Revenue Analysis
2. Tax Policy Recommendations
3. Comparative Tax Analysis
4. Tax Compliance Assessment
5. Tax Revenue Forecasting

Legal Docs

There are several key times when a Tax Economist 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. Financial Statement Template
3. Tax Planning Template
4. Audit Report Template
5. Legal Compliance Template

Health & Safety Templates

Health & Safety templates for a Tax Economist 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 Economist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Tax Filing Deadlines Calendar
3. Economic Events Calendar
4. Financial Reporting Calendar
5. Tax Planning Calendar

Invoice Templates

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

1. Monthly Tax Consultation Invoice
2. Tax Preparation and Filing Invoice
3. Financial Analysis and Reporting Invoice
4. Tax Planning and Strategy Invoice
5. Audit and Compliance Services Invoice

Survey Templates

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

1. Taxpayer Satisfaction Survey
2. Tax Compliance Survey
3. Tax Policy Evaluation Survey
4. Taxpayer Education Survey
5. Tax System Efficiency Survey

Meeting Agendas

Having premade Tax Economist 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 Budget Review Meeting
2. Tax Policy Analysis Meeting
3. Economic Forecasting Meeting
4. Tax Compliance Assessment Meeting
5. Financial Risk Assessment Meeting

Budget Templates

To manage finances well, a Tax Economist 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 and Loan Repayment Budget Template
4. Tax Planning Budget Template
5. Financial Goals and Objectives Budget Template

Dashboards

Dashboards are a useful way for a Tax Economist 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 Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Tax Economist 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 Policy Proposal
2. Economic Impact Assessment Proposal
3. Tax Reform Recommendation Proposal
4. International Taxation Proposal
5. Tax Incentive Evaluation 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 Economist 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.