Workflow Template Library

Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.

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  • USA
  • Tax

Form 1065 (Partnership)

A simple ready-to-use workflow for completing Form 1065 U.S. tax returns of partnership income.

Save time and keep track of your Form 1065's using this simple workflow template.

Use the sample email templates for requesting information from your clients & notifying them once complete, and easily keep track of what stage you're up to for each client.