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)
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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Bookkeeping Template (United States)
Monthly bookkeeping checklist for U.S. firms: bank and credit card reconciliations, transaction coding, sales tax review where applicable, and period close, with built-in client requests.
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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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Year-End Close Template (United States)
Year-end close checklist for US firms: close the books for the fiscal year, confirm reconciliations, record adjusting entries, and prepare reports for CPA review and tax filing.
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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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Bookkeeping Template (Australia)
Bookkeeping checklist for Australian firms covering bank reconciliations, GST coding, BAS preparation, and period finalization with client requests.
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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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Bookkeeping Template (Canada)
Free bookkeeping job template for Canadian accounting and bookkeeping firms: reconciliations, GST/HST/PST review, and period close, with built-in client requests.
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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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End of Financial Year Prep Template (Australia)
EOFY checklist to finalise accounts for the financial year, complete the BAS, reconcile key balances, and prepare reports for the accountant or tax agent.
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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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Year-End Prep Template (Canada)
Step-by-step corporate year-end prep checklist for Canadian accounting and bookkeeping firms: the subtasks, client requests, and workpapers to take the books from raw to T2-ready end to end.
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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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Client Onboarding Template (United States)
A complete client onboarding checklist for US accounting firms: 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)
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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Payroll Template (United States)
Run a US payroll process end to end: 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, map financials to GIFI, prepare and review the T2 return, get T183CORP authorization, and e-file with CRA.
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Bookkeeping Template (New Zealand)
Bookkeeping checklist for New Zealand firms covering reconciliations, GST (GST101A) preparation, and period finalisation with related client requests.
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End of Financial Year Prep Template (New Zealand)
End of financial year checklist for New Zealand firms: finalise the 31 March accounts, complete the final GST return, reconcile PAYE, KiwiSaver and ESCT, and prepare reports for the accountant or tax agent.
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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)
Checklist to review GST coding, reconcile accounts, and prepare and file a New Zealand GST return (GST101A, or GST103B where the client also pays provisional tax) with Inland Revenue (IRD).
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Payroll Template (New Zealand)
New Zealand payroll workflow to process pay runs, verify employee data, get client approval, complete payday filing with Inland Revenue (IRD), and keep PAYE, KiwiSaver, and ESCT obligations on time.
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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 Template
Client onboarding checklist 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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