Workflow Templates

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Browse our growing collection of workflow templates and import them straight into your workspace.

Pixie

Use this workflow template to manage producing annual accounts and submitting CT600 returns for your clients.

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Pixie

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Pixie

A simple ready-to-use workflow template for completing Form 990 returns of organizations exempt from income tax.

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Pixie

A simple ready-to-use workflow template for completing Form 1120S U.S. income tax returns for S corporations.

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Pixie

A simple ready-to-use workflow template for completing Form 1120 U.S. corporation income tax returns.

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Gabrielle Fontaine

A simple workflow template for completing Form 1099-NEC to report nonemployee compensation.

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Pixie

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

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Pixie

A simple ready-to-use workflow for completing Form 1041 U.S. income tax returns for Estates and Trusts.

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Pixie

A simple ready-to-use workflow for completing Form 1040 U.S individual tax returns.

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