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Annual Accounts

866 Downloads

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

A preview of the 'Annual Accounts' templateAnnual AccountsReady to Start2 AutomatorsReview, update and send the initial client task belowCompletedCLIENT TASKSProvide the following details for this year's financial statements3 AutomatorsUpload your year-end bank and credit card statementsCompletedUpload your year-end loan statementsCompletedPlease confirm all invoices have been entered (to customers and from suppliers)CompletedProvide additional details that we need to be aware of (review and comment on the list)CompletedKick-off

This template is designed to help you complete the annual process from beginning to end within four weeks.

It covers preparation, assembly, lodgment and follow up for your Australian clients, using:

  • Client Tasks to collect relevant information
  • Automators to assign the work items from the relevant team member to the next

To learn how to use this template in action, you can watch this short summary video, or this more comprehensive video.

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Download the Template

Download your Annual Accounts 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