Resources / Templates
Free Accounting Workflow Templates
Firm-ready job templates with the exact steps and client requests. Run them in Tidyflow, or download as Word or Excel.
Individual Tax Preparation Template (United States)
Checklist for collecting client information, preparing Form 1040 and supporting schedules, and filing the individual tax return with the IRS.
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Bookkeeping Template (United States)
Bookkeeping checklist for U.S. firms covering reconciliations, sales tax review (where applicable), and period finalization with related client requests.
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1099 Preparation Template (United States)
Checklist to collect vendor information, verify 1099 eligibility, and prepare and file annual 1099 forms with the IRS and recipients.
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Business Tax Preparation Template (United States)
Checklist to collect financials, prepare federal and state business tax returns (1120, 1120-S, 1065), review with the client, and complete filing.
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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) with the ATO.
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Year-End Close Template (United States)
Checklist to close the books for the fiscal year, confirm reconciliations, record year-end adjustments, and prepare reports for CPA or tax filing.
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Payroll Template (Australia)
Checklist to process pay runs, verify employee data, obtain client approval, lodge Single Touch Payroll (STP), and ensure PAYG and superannuation obligations are up to date.
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C-Corporation Tax Preparation (Form 1120) Template (United States)
Checklist to collect financials, prepare federal and state C-Corporation tax returns (Form 1120), review with the client, and complete filing.
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Bookkeeping Template (Australia)
Bookkeeping checklist for Australian firms covering reconciliations, BAS preparation, and period finalization with related client requests.
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Partnership Tax Preparation (Form 1065) Template (United States)
Checklist to collect financials, prepare federal and state partnership tax returns (Form 1065), generate Schedule K-1s, review with partners, and complete filing.
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Bookkeeping Template (Canada)
Bookkeeping checklist for Canadian firms covering reconciliations, GST/HST/PST review, and period finalization with related client requests.
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Catch-Up Bookkeeping Template (Canada)
Checklist for bringing prior periods up to date and correcting historical transactions before resuming regular bookkeeping or preparing year-end accounts.
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Individual Tax Client Onboarding Template (United States)
Checklist to onboard a new individual tax client, from initial contact through engagement signing, system setup, and readiness for the first tax return.
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S-Corporation Tax Preparation (Form 1120-S) Template (United States)
Checklist to collect financials, prepare federal and state S-Corporation tax returns (Form 1120-S), generate Schedule K-1s, and complete filing.
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Year-End Review Template
Checklist to review and finalise accounts for the financial year, record adjustments, and prepare reports for the accountant, auditor, or tax filing.
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End of Financial Year Prep Template (Australia)
Checklist to finalise accounts for the financial year, complete the final BAS, reconcile key balances, and prepare reports for the accountant or tax agent.
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Quickbooks Onboarding (QBO) Template
Set up a new client in QuickBooks Online, including company file creation, chart of accounts, bank feeds, integrations, data migration (if applicable), and handoff to the ongoing bookkeeping workflow.
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Year-End Prep Template (Canada)
Step-by-step year-end prep checklist for Canadian accounting and bookkeeping firms, with the subtasks and client requests to run it end to end.
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Bookkeeping Template
Bookkeeping checklist covering reconciliations, sales tax or compliance review, and period finalization with related client requests.
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T1 Tax Return Template (Canada)
Checklist to collect client information, prepare and review the T1 personal tax return, and complete filing through CRA.
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Client Onboarding Template (United States)
End-to-end checklist to onboard a new US client — from proposal and engagement through document collection, system setup, kickoff, and a 30-day check-in. Suitable for bookkeeping, tax, payroll, and advisory clients.
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IAS Preparation & Lodgement Template (Australia)
Checklist to review PAYG withholding and instalment amounts, prepare the Instalment Activity Statement (IAS), and lodge with the ATO.
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Payroll Template (United States)
Process a US pay run, verify employee and pay data, obtain client approval, fund wages and payroll taxes, and confirm payroll reports and records are saved.
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T2 Corporate Tax Return Template (Canada)
Checklist to collect corporate records, prepare and review the T2 corporation income tax return, obtain authorization, and complete filing through CRA.
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Bookkeeping Template (New Zealand)
Bookkeeping checklist for New Zealand firms covering reconciliations, GST preparation, and period finalisation with related client requests.
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End of Financial Year Prep Template (New Zealand)
Checklist to finalise accounts for the 31 March financial year, complete the final GST return, reconcile key balances, and prepare reports for the accountant or tax agent.
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FBT Return Template (New Zealand)
Checklist to 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 income-year filers, and IR422 for annual filers.
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GST Return Preparation & Filing Template (New Zealand)
Checklist to review GST coding, reconcile accounts, and prepare and file the GST return (GST101A) with Inland Revenue (IRD).
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Payroll Template (New Zealand)
Checklist to process pay runs, verify employee data, obtain client approval, file payday filing returns with Inland Revenue (IRD), and ensure PAYE, KiwiSaver, and ESCT obligations are up to date.
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Provisional Tax Instalment Template (New Zealand)
Checklist to confirm the provisional tax method, calculate the instalment amount, communicate it to the client, and confirm payment to Inland Revenue (IRD). Repeat for each instalment date (28 August, 15 January, and 7 May for clients with a 31 March balance date). If the client uses the Accounting Income Method (AIM), provisional tax is calculated and paid each GST period through a combined GST and provisional tax return (GST103B), use the GST Return workflow with this in mind rather than this template.
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Client Onboarding Template
End-to-end checklist to onboard a new client — from engagement and due diligence through setup, kickoff, and a 30-day check-in. Suitable 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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