Tax Preparation Process Template (Premium)

**These process and procedure templates apply to companies conducting business with or in the U.S.**

Benefits:

• Designed for small businesses
• Implement a simple process to stay IRS and Department of Labor compliant
• Cross-industry application
• Ensure federal and state returns are completed, signed, filed and paid on time
• Pass audits easily
• Add to Operations Manual
• Creative Commons license for training/teaching purposes

Client Testimonial:

Read all testimonials

 

Included:

• 1 zip file for immediate download after purchase
• Process map (flowchart) template in two formats – MS PowerPoint and MS Visio
• Procedure (step-by-step activities) template in MS Word
• Instructions for customization and storage

Features:

• Single page templates
• Multiple formats (accommodate different learning/teaching styles)
• Customizable (add your own logo or text)
• Compatible with 2010 MS Word, PowerPoint and Visio
• Print-ready
• Store digitally on network or cloud
• Easy access (not password protected)

Requirements:

• MS Word and MS PowerPoint or MS Visio 2010 or newer
• Basic knowledge of MS Word and MS PowerPoint or MS Visio

What to Do After Purchase:

1. Download zip file to your computer
2. Change each file’s name via “Save As” (optional)
3. Open templates and read
4. Customize (optional) – request 30 minutes free support
5. Print or save
6. Be ready when tax season arrives!