Accounting Firm Task List Templates | HelloBooks Accounting firm task list templates for bookkeeping, 1040, business returns and 1099s, with owners, due dates from IRS Publication 509 and review steps.
A task template turns a checklist into work someone owns, with a date. Build one per service, attach the IRS due date, and every engagement starts with the same structure.
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Start with the services that repeat most: monthly bookkeeping, individual returns, partnership and S corporation returns, and the 1099 run. Each template lists tasks, the role that owns each, and how many days before the due date it should be done.
Publication 509 gives the federal due dates. In 2026, partnership and S corporation returns were due March 16 and individual returns April 15. Set template tasks relative to those dates so they move when the calendar does.
Kanban task boards, recurring tasks and milestones, and deadline auto-scheduling for 1040, 1120, 1120-S and 1065 are listed as live. Reusable task templates with a workflow automation builder are in pilot and currently on preview storage.
Efficiency · recurring work
Efficiency · workflow
For CPA and bookkeeping firms · efficiency
Every federal change for the 2025 and 2026 seasons
General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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