Tax Manager Templates

Tax Manager Templates

There is a huge number of templates that someone in the Tax Manager 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 Manager. 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 Financial Statement Template
2. Tax Return Template
3. Tax Provision Template
4. Tax Planning Template
5. Budget Template
6. Cash Flow Statement Template
7. Expense Report Template
8. Payroll Template
9. Accounts Receivable Aging Template
10. Accounts Payable Aging Template

Reports

Reports are often prepared by a Tax Manager 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 Sales Tax Report
2. Payroll Tax Report
3. Income Tax Provision Report
4. Tax Compliance Report
5. Tax Planning Report
6. Tax Audit Report
7. Tax Return Report
8. Tax Expense Analysis Report
9. Tax Liability Report
10. Tax Research 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 Manager does and how they do it.

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

Presentations

Tax Manager 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. Budget Analysis Presentation Template
5. Client Meeting Template

Legal Docs

There are several key times when a Tax Manager 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 Manager 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 Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Tax Deadlines Calendar
2. Staff Work Schedule Calendar
3. Client Meeting Calendar
4. Tax Filing Status Calendar
5. Tax Planning Calendar

Invoice Templates

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

1. Monthly Client Invoice
2. Vendor Invoice
3. Employee Expense Invoice
4. Billing Invoice for Services Rendered
5. Reimbursement Invoice for Travel Expenses

Survey Templates

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

1. Client Satisfaction Survey
2. Employee Engagement Survey
3. Tax Compliance Survey
4. Tax Planning Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Tax Manager 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. Budget Review Meeting
3. Client Update Meeting
4. Tax Planning Meeting
5. Staff Training Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Cash Flow Budget Template
4. Departmental Budget Template
5. Annual Budget Template

Dashboards

Dashboards are a useful way for a Tax Manager 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. Budget and Forecasting Dashboard
5. Team Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Tax Manager 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 Support Proposal
4. Tax Research and Analysis Proposal
5. Tax Training and Education 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 Manager 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.