Taxation Economist Templates

Taxation Economist Templates

There is a huge number of templates that someone in the Taxation 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 Taxation 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 Return Spreadsheet
3. Tax Planning Template
4. Income Statement Template
5. Balance Sheet Template
6. Cash Flow Statement Template
7. Tax Compliance Checklist
8. Tax Audit Preparation Template
9. Tax Research Summary
10. Tax Policy Proposal Template

Reports

Reports are often prepared by a Taxation 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. Economic Impact Analysis Report
4. Tax Policy Evaluation Report
5. Tax Expenditure Report
6. Tax Gap Analysis Report
7. International Taxation Report
8. Tax Burden Comparison Report
9. Tax Revenue Forecast Report
10. Taxation Efficiency 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 Economist does and how they do it.

1. Tax Return Preparation SOP
2. Tax Planning SOP
3. Tax Compliance SOP
4. Financial Analysis SOP
5. Budgeting and Forecasting SOP
6. Risk Assessment SOP
7. Tax Audit SOP
8. Tax Research SOP
9. Client Communication SOP
10. Regulatory Compliance SOP

Presentations

Taxation 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. Economic Impact of Tax Policies
3. Taxation Trends and Forecasting
4. Comparative Analysis of Tax Systems
5. Taxation Policy Recommendations

Legal Docs

There are several key times when a Taxation 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. Compliance Checklist Template

Health & Safety Templates

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

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

Invoice Templates

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

1. Monthly Tax Invoice
2. Consulting Services Invoice
3. Research and Analysis Invoice
4. Training and Workshop Invoice
5. Financial Advisory Invoice

Survey Templates

For a Taxation Economist to get insights related to the work they do, they need to send out Taxation 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 Taxation 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 Template
2. Tax Policy Analysis Meeting Template
3. Economic Forecasting Meeting Template
4. Regulatory Compliance Meeting Template
5. Client Consultation Meeting Template

Budget Templates

To manage finances well, a Taxation 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. Retirement Planning Budget Template

Dashboards

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

1. Revenue Analysis Dashboard
2. Tax Compliance Dashboard
3. Economic Forecasting Dashboard
4. Tax Policy Evaluation Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Taxation 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 Analysis Proposal
5. Tax Compliance Improvement 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 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.