Template for Tax Organizer Process

  • 7 December 2021
  • 2 replies


Is there a Karbon template or workflow available for the (end of the year) tax organizer process? 

2 replies

Userlevel 5
Badge +6

Lovie, here is a good resource for all the templates that Karbon has made available, all sorted by category.  It may be helpful to find what you need!


Userlevel 7
Badge +13

The very first part of our Tax Return work item is a client task that sends automatically at the end of January asking for tax documents.  This is also where we have them sign a new engagement letter and answer the current year tax questionnaire.  We personalize their task list to ask for the documents we received in the previous year.  Takes a little bit of work to set-up, but works really well once established.