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Tax Preparation Process Template (Premium)

Audits, Maximize Financial Value, Operations Manual, Template

Tax Preparation Process Template (Premium)


Consulting a CPA or Tax Advisor for specific tax advice is always recommended.  However, there are company procedures you and your staff can follow throughout the year to stay compliant with the IRS and Department of Labor. With these Tax Preparation templates, you and your staff will learn how to keep better company records for tax season, avoid filing extensions and eliminate late filing penalties.

Available for immediate download.  See the description below for more details.


Product Description

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


  • 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:

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  • 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


  • 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)


  • 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!


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