64-8 Authorisation icon

64-8 Authorisation


Download your free 64-8 Authorisation template to personalize and use in your bookkeeping or accounting firm.

A preview of the '64-8 Authorisation' template64-8 AuthorisationWaiting for information2 AutomatorsRename the 64-8 Authorisation work so that it includes thee relevant service, i.e. 64-8 Authorisation - Self AssessmentCompletedConfirm necessary information is available to being the authorisationCompletedRequest the authorisation5 AutomatorsRequest the authorisationCompletedAdd to next call agenda in the main onboarding work item (if applicable) or otherwise notify the client that the authCompletedCLIENT TASKSPlease provide us with your agent authorisation code

This template is designed to assist completing 64-8 authorisations of all types.

The work goes through the stages:

  • Waiting for info
  • Prep
  • Waiting for Client
  • Process
  • Completed

The role involved in completing the work is: Onboarding Specialist.

Work stages and roles are both customisable.

The template includes best practice automation to ensure the following are clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the date of the signed engagement letter. The due date of the work is 28 days later.

Download the Template

Download your 64-8 Authorisation template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling