Resources
Templates, guides, and tools to help your firm run a tighter shop.
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Individual Tax Preparation Template (United States)
Workflow checklist for collecting client documents, preparing Form 1040 and supporting schedules, reviewing, and e-filing the individual tax return with the IRS.
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1099 Preparation Template (United States)
Checklist to collect vendor W-9s, verify 1099 eligibility, and prepare and file annual Form 1099-NEC and 1099-MISC with the IRS and recipients.
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Business Tax Preparation Template (United States)
Business tax return checklist to collect year-end financials, prepare and review federal and state entity returns (1120, 1120-S, 1065), and e-file. Free downloadable template.
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BAS Preparation & Lodgement Template (Australia)
Checklist to review GST coding, reconcile accounts, and prepare and lodge the Business Activity Statement (BAS), covering GST, PAYG withholding and PAYG instalments before lodging with the ATO.
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Payroll Template (Australia)
Australian payroll checklist: process pay runs, lodge Single Touch Payroll (STP), and meet PAYG withholding and Payday Super obligations.
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C-Corporation Tax Preparation (Form 1120) Template (United States)
C-Corporation tax preparation workflow for Form 1120: collect financials, prepare federal and state returns, review with the client, and e-file.
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Partnership Tax Preparation (Form 1065) Template (United States)
Partnership tax preparation workflow for Form 1065: collect financials, prepare federal and state returns, generate Schedule K-1s, review with partners, and file.
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Catch-Up Bookkeeping Template (Canada)
Catch-up bookkeeping checklist for Canadian firms: bring prior periods up to date, correct historical transactions, and reconcile GST/HST/PST coding before resuming regular bookkeeping or moving into year-end.
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Individual Tax Client Onboarding Template (United States)
Free individual (1040) tax client onboarding checklist: engagement letter, identity verification, prior-year returns, IRS authorization, and portal setup before the first return.
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S-Corporation Tax Preparation (Form 1120-S) Template (United States)
S-Corporation tax prep checklist (Form 1120-S): collect financials, prepare federal and state returns, generate Schedule K-1s, and e-file on time.
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Year-End Review Template
Checklist to close the financial year and finalise year-end accounts: reconcile every period, record adjustments, and prepare reports for the accountant, auditor, or tax filing.
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QuickBooks Online Onboarding Template
QuickBooks Online client onboarding template: set up the company file, chart of accounts, bank feeds, integrations, and opening balances, then hand off to ongoing bookkeeping.
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Bookkeeping Template
Free bookkeeping job template: a monthly reconciliation and period-close checklist with subtasks and client requests you can import into Tidyflow.
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T1 Tax Return Template (Canada)
A T1 personal tax return checklist for Canadian accounting firms: collect client slips and receipts, prepare and review the return, capture the signed T183, and e-file with CRA.
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IAS Preparation & Lodgement Template (Australia)
Workflow checklist for accountants and bookkeepers to review PAYG withholding and PAYG instalments, prepare the monthly Instalment Activity Statement (IAS), and lodge it with the ATO on time.
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T2 Corporate Tax Return Template (Canada)
Checklist to collect corporate records, map financials to GIFI, prepare and review the T2 return, get T183CORP authorization, and e-file with CRA.
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FBT Return Template (New Zealand)
Run the New Zealand FBT return end to end: identify fringe benefits provided to employees and shareholder-employees, calculate the FBT liability using the appropriate rate, and file the Fringe Benefit Tax return with Inland Revenue (IRD). Common return types are IR420 for quarterly filers, IR421 for close companies that file on an income-year basis for shareholder-employee benefits, and IR422 for the annual return covering ordinary employees.
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GST Return Preparation & Filing Template (New Zealand)
New Zealand GST return checklist for reviewing coding, reconciling accounts, preparing GST101A or GST103B, and filing with Inland Revenue.
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Provisional Tax Instalment Template (New Zealand)
A New Zealand provisional tax instalment checklist: confirm the method, calculate the amount, get client approval, and confirm payment to Inland Revenue (IRD). Covers the 28 August, 15 January, and 7 May dates for a 31 March balance date.
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Client Onboarding Process Template
A step-by-step client onboarding process for accounting firms: engagement, due diligence, setup, kickoff, and a 30-day check-in. Works for bookkeeping, tax, and advisory clients.
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Free New-Client Onboarding Checklist Template [PDF + Google Sheets]
A step-by-step onboarding checklist plus an editable intake form template so your team onboards every new client the same way, without dropping a step.
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Free 1040 Tax Organizer Template [PDF]
A printable individual tax organizer covering filing status, dependents, income documents, business and rental income, deductions, and IRS letters, so clients arrive prepared.
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Free Engagement Letter Template [Word + Google Docs]
A complete engagement letter template for accounting, bookkeeping, and tax firms, plus a free generator that assembles the letter for your region, services, and fee structure.
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Free Month-End Close Checklist Template
A step-by-step month-end close checklist for accounting and bookkeeping firms, so nothing gets missed and every client's books close the same way each month.
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Free Client Intake Form Template for Accountants
A ready-to-use new-client intake form for accounting and bookkeeping firms. Collect every detail, contact, and document you need to start an engagement, without the back-and-forth.
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Free Bookkeeping Proposal Template [Structure + Example]
A bookkeeping proposal template that wins recurring clients by nailing scope, what's included, clear monthly pricing, and terms, structured so prospects say yes without a dozen follow-up questions.
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Free Professional Services Proposal Template [Structure + Example]
A professional services proposal template for accounting and advisory firms. Win project, advisory, and consulting work with a clear structure for scope, deliverables, timeline, and tiered pricing.
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Free Client Service Agreement Template for Accountants
A client service agreement template for accounting and bookkeeping firms. Set the ongoing terms, responsibilities, payment, and confidentiality that sit underneath every engagement.
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Free Client Termination Letter Template for Accountants
A disengagement letter template for accounting and bookkeeping firms. End a client relationship professionally, with a clear effective date, records handover, and final billing.
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Free Bookkeeping Engagement Letter Template [Word + Google Docs]
A bookkeeping engagement letter template for monthly recurring engagements. A complete sample letter covering scope, transaction limits, fees, responsibilities, and termination.
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Free Tax Preparation Engagement Letter Template [Word + Google Docs]
A tax preparation engagement letter template for accountants and tax preparers. Set the return, the scope, a per-return fee, and client responsibilities in writing before the work starts.
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Free CPA Engagement Letter Template for Accounting Services
A CPA engagement letter template for general accounting services. Put scope, compilation wording, fees, and responsibilities in writing for a monthly accounting plus annual financial statements arrangement.
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Client Data Redactor
Remove sensitive client details before using text with AI.
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Practice Ops Scorecard
90-second check on how your firm runs.
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ROI Calculator
Estimate the time and money Tidyflow saves your firm.
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Engagement Letter Generator
Build an engagement letter for your region, services, and fee structure.
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Client Intake Form Builder
Assemble a customized intake form for new individual or business clients.
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1040 Tax Organizer Customizer
Personalize the sections of a client-ready 1040 organizer and take a print-ready copy.