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Accounting Templates

28 templates in accounting.

Tax Organizer

Streamline your tax preparation process with our comprehensive tax organizer checklist. Perfect for individuals, small business owners, tax preparers, and financial advisors to ensure complete documentation and maximize deductions while staying organized throughout tax season.
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Form 941 Checklist: Quarterly Payroll Tax Return

Streamline Form 941 (Employer's Quarterly Federal Tax Return) preparation and filing. For payroll administrators, CPAs, bookkeepers, and employers. Ensure accurate wages, withholding, FICA, deposit records, and Schedule B when required. Meet IRS deadlines and avoid penalties.
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Form W-9 Checklist: Vendor Tax Information Request

Streamline Form W-9 collection and tracking for vendors and contractors. For AP, CPAs, bookkeepers, and businesses. Request W-9 before or at payment, verify TIN and tax classification, support 1099 filing and backup withholding rules. Avoid penalties and last-minute 1099 prep.
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Schedule C Checklist: Sole Proprietor Tax Document Requirements

Streamline Schedule C preparation for sole proprietors and single-member LLCs. For freelancers, gig workers, CPAs, and self-employed. Ensure complete income reporting, deductible expense categories (COGS, vehicle, home office, contract labor, etc.), and supporting records. Maximize deductions and stay IRS-compliant.
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1099 Contractor Document Checklist

Organize independent contractor documentation with our 1099 contractor checklist. For CPAs, bookkeepers, and small businesses. Collect W-9s, contracts, invoices, and payment records for accurate 1099-NEC filing.
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401(k) Rollover Checklist: Document Requirements

Complete a 401(k) rollover with our document checklist. For advisors, CPAs, and individuals moving retirement savings to an IRA or new plan.
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Financial Audit Document Checklist

Prepare for a financial statement audit with our PBC document checklist. For controllers, CFOs, and CPA firms organizing year-end audit support.
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Business Succession Checklist: Planning Document Requirements

Build a business succession file: buy-sell agreements, valuations, entity docs, and tax elections for ownership transitions.
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Business Tax Return Checklist: Document Requirements

Prepare business tax returns with our document checklist. For CPAs and business owners gathering books, assets, loans, and prior returns.
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Estate Tax Return Checklist: Document Requirements

Prepare Form 706 estate tax returns with our document checklist. For estate attorneys, CPAs, and executors gathering appraisals, gifts, and debts.
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Form 1065 Checklist: Partnership Tax Return

File Form 1065 partnership returns with our checklist. For CPAs and multi-member LLCs: books, capital accounts, K-1 data, and ownership changes.
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Form 1099 Checklist: Independent Contractor Reporting Requirements

Complete year-end Form 1099 reporting. For AP, CPAs, and businesses issuing 1099-NEC/MISC: W-9s, thresholds, e-file, and recipient copies.
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Form 1120 Checklist: Corporate Tax Return

Prepare Form 1120 corporate income tax returns. For CPAs and controllers: books, M-1 items, assets, officer compensation, and estimates.
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Form 1120S Checklist: S Corporation Tax Return

Prepare Form 1120-S S corporation returns. For CPAs and owners: basis, officer pay, distributions, and shareholder K-1s.
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Form 2553 Checklist: S Corporation Election Requirements

Elect S corporation status with Form 2553. For CPAs and owners: eligibility, shareholder consents, effective date, and IRS filing.
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Form 8832 Checklist: Entity Classification Election

File Form 8832 entity classification elections. For CPAs and LLCs choosing corporate, partnership, or disregarded taxation.
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Form 940 Checklist: FUTA Tax Return

File Form 940 FUTA returns. For payroll and CPAs: taxable wages, SUTA credits, deposits, and credit reduction states.
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Form W-2 Checklist: Employer Wage Reporting

Issue Forms W-2 accurately. For payroll and HR: wage recon to 941, benefits boxes, W-3 totals, and SSA filing.
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Schedule K-1 Checklist: Partner/Shareholder Income

Handle Schedule K-1 income for partners and S-corp shareholders. Basis, capital accounts, ownership, and K-1 review.
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Payroll Setup Checklist: Document Requirements

Set up payroll for new employers. EIN, state IDs, W-4, I-9, direct deposit, and workers’ compensation before first payday.
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Quarterly Tax Checklist: Estimated Tax Payment Requirements

Pay quarterly estimated taxes. For freelancers and owners: safe harbor, YTD income, vouchers, and EFTPS records.
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Sales Tax Filing Checklist

File sales tax returns accurately. Taxable sales, exemptions, marketplace reports, and payment confirmations by state.
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Sales Tax Permit Checklist: State Registration Requirements

Register for sales tax permits. EIN, formation docs, nexus analysis, and state portal applications for sellers.
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Year-End Accounting Checklist: Financial Close Requirements

Close the books at year-end. Bank recs, AR/AP, accruals, fixed assets, payroll/sales tax payable, and period lock.
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Tax Client Intake Form

Streamline your tax preparation client intake process with our comprehensive tax client intake form. Perfect for tax preparers, CPAs, financial advisors, and accounting professionals to efficiently collect all necessary client information, documents, and preferences for accurate tax preparation and filing.
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Accounting Onboarding Checklist

Streamline your accounting client onboarding process with our comprehensive checklist. Perfect for CPAs, accounting firms, bookkeepers, and financial professionals to ensure complete client setup, document collection, and service delivery for new accounting engagements.
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Accounting Client Intake Form

Streamline accounting engagements with a client intake form built for CPAs and accounting firms. Collect entity info, access needs, reporting preferences, and deadlines up front.
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Bookkeeping Client Intake Form

Streamline new bookkeeping engagements with a client intake form built for bookkeepers and accounting firms. Collect business details, account access, and workflow preferences up front to reduce follow-ups.
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