Taxation Agent Templates

Taxation Agent Templates

There is a huge number of templates that someone in the Taxation Agent 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 Taxation Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. Tax Return Template
5. Tax Deduction Worksheet Template
6. Tax Planning Template
7. Client Information Template
8. Expense Tracking Spreadsheet Template
9. Payroll Template
10. Financial Analysis Template

Reports

Reports are often prepared by a Taxation Agent 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 Receivable Aging Report
7. Accounts Payable 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 Taxation Agent does and how they do it.

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

Presentations

Taxation Agent 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 Consultation Template
5. Tax Strategies and Recommendations Template

Legal Docs

There are several key times when a Taxation Agent 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. Business Activity Statement Template
4. Tax Invoice Template
5. Tax Planning Template

Health & Safety Templates

Health & Safety templates for a Taxation Agent 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. Emergency Evacuation Plan Template
4. Workplace Inspection Checklist Template
5. Health and Safety Training Attendance Template

Calendars

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

1. Monthly Tax Filing Calendar
2. Client Meeting Schedule Calendar
3. Tax Deadlines Reminder Calendar
4. Staff Training and Development Calendar
5. Financial Reporting Calendar

Invoice Templates

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

1. Monthly Tax Return Invoice
2. Quarterly Financial Statement Invoice
3. Annual Tax Preparation Invoice
4. Payroll Processing Invoice
5. Bookkeeping Services Invoice

Survey Templates

For a Taxation Agent to get insights related to the work they do, they need to send out Taxation Agent 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. Taxation Knowledge Assessment Survey

Meeting Agendas

Having premade Taxation Agent 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 Consultation Meeting
3. Tax Planning Meeting
4. Financial Reporting Meeting
5. Compliance Review Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Sales and Revenue Budget Template
4. Fixed and Variable Cost Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Taxation Agent 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 Taxation Agent 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 Return Preparation Proposal
3. Tax Audit Assistance Proposal
4. Business Tax Advisory Proposal
5. Tax Compliance Review 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 Taxation Agent 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.