--- title: Tax return workflow guide description: Learn how to save time and streamline your tax return workflow. --- ##### Template # Complete your tax returns in record time ![Group-304](https://www.usepixie.com/hubfs/Group-304.svg) ##### Get a guide ## Do you want to learn how to automate your tax return requests, easily keep track of the status of tax return jobs, and complete the majority of them before December? With this brand-new workflow template, you'll get access to: - A **flexible tax return workflow template** **built in Pixie** to help you keep track of the tax return stages - **Done for you email templates **and a **digital tax return checklist** you can send to your clients to collaborate with them throughout - Training on how to **automate your tax return requests** (and reminders) so that clients submit information all year round     ## What's inside? ![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png) ##### Email templates Done for you email templates that are ready to send to your clients at different stages of the workflow. ![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png) ##### Digital tax return checklist A digital tax return checklist that can be assigned to your clients with automated-reminders turned on. ![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png) ##### 12 flexible workflow stages 12 flexible workflow stages that can be tweaked and adapted to suit your needs to help you keep track. [ Get your copy ](https://www.usepixie.com/guides/tax-return-workflow-guide#scrollup) ## You may also like ![practice-owners-playbook](https://www.usepixie.com/hs-fs/hubfs/practice-owners-playbook.png?width=500&height=281&name=practice-owners-playbook.png) Free guide ##### [The Practice Owner's Playbook](https://www.usepixie.com/guides/practice-owners-playbook?hsLang=en) [ Access now ](https://www.usepixie.com/guides/practice-owners-playbook?hsLang=en) ![mark-wickersham-pricing-guide](https://www.usepixie.com/hs-fs/hubfs/mark-wickersham-pricing-guide.webp?width=500&height=281&name=mark-wickersham-pricing-guide.webp) Free guide ##### [The 7 Critical Steps To Pricing A New Client](https://www.usepixie.com/guides/mark-wickersham-pricing-guide?hsLang=en) [ Access now ](https://www.usepixie.com/guides/mark-wickersham-pricing-guide?hsLang=en) ![tax-return-workflow-guide](https://www.usepixie.com/hs-fs/hubfs/tax-return-workflow-guide.png?width=500&height=281&name=tax-return-workflow-guide.png) Free guide ##### [The Accountant's Tax Return Workflow Template (UK)](https://www.usepixie.com/guides/tax-return-workflow-guide) [ Access now ](https://www.usepixie.com/guides/tax-return-workflow-guide)