Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Accounts: Annual Financial Statements Template

Download your free Accounts: Annual Financial Statements template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download Accounts: Annual Financial Statements Template

Added and downloaded 161 times

AccountingSouth Africa

Created by Karbon

A preview of the templateAccounts: Annual Financial Statements (South Africa)Ready to Start2 AutomatorsEnsure parameters of the work item are correctCompletedIReview, update and send the initial client request belowCompletedACLIENT TASKSProvide the following details for this year's annual accounts 2 AutomatorsPlease provide us with access to your bookkeeping software or recordsCompletedHUpload your year-end bank and credit card statementsCompletedKUpload your year-end loan statementsCompletedGPlease confirm all invoices have been entered (to customers and from suppliers)Ready To StartDue TodayC

About this template

This template is designed to streamline your process for completing annual financial statements.

The template includes best practice automation to ensure clarity around:

  • 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 work goes through the following stages:

  • Ready To Start
  • Waiting for info
  • Kick-off/ Setup
  • Prep
  • Review
  • Assemble
  • Waiting for client
  • Advise
  • Assemble
  • Wait for signature
  • Follow-up
  • Completed

The roles involved in completing the work are: Accountant & Reviewer. The overall ownership of the work changes as the work progresses between the roles involved.

The start date for the work is the 1st day after the financial year end, the due date is 6 months later, and the initial work assignee is the accountant.

Share this

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Accounts: Annual Financial Statements Template

.

Karbon Practice Management

A preview of the templateAccounts: Annual Financial Statements (South Africa)Ready to Start2 AutomatorsEnsure parameters of the work item are correctCompletedCReview, update and send the initial client request belowCompletedJCLIENT TASKSProvide the following details for this year's annual accounts 2 AutomatorsPlease provide us with access to your bookkeeping software or recordsCompletedXUpload your year-end bank and credit card statementsCompletedRUpload your year-end loan statementsCompletedOPlease confirm all invoices have been entered (to customers and from suppliers)Ready To StartDue TodayG

Not currently a Karbon customer?

Discover Karbon

How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.