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Workflow Templates

Annual Accounts Template

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

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Download Annual Accounts Template

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AccountingNew Zealand

Created by Karbon

A preview of the templateAnnual Accounts (plus Tax; New Zealand)Ready to Start2 AutomatorsReview, update and send the initial client request belowCompletedMCLIENT TASKSProvide the following details for this year's financial statements 1 AutomatorUpload your year-end bank and credit card statementsCompletedLUpload your year-end loan statementsCompletedZPlease confirm all invoices have been entered (to customers and from suppliers)CompletedAProvide additional details that we need to be aware of (review and comment on the list)CompletedGKick-off

About this template

Use this template to complete the annual process from beginning to end within four weeks, including preparation, assembly, lodgment and follow up.

It uses Karbon's Automators and Client Tasks to automatially assign tasks to the relevant team member and request information from your clients.

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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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 Annual Accounts Template

.

Karbon Practice Management

A preview of the templateAnnual Accounts (plus Tax; New Zealand)Ready to Start2 AutomatorsReview, update and send the initial client request belowCompletedUCLIENT TASKSProvide the following details for this year's financial statements 1 AutomatorUpload your year-end bank and credit card statementsCompletedVUpload your year-end loan statementsCompletedAPlease confirm all invoices have been entered (to customers and from suppliers)CompletedLProvide additional details that we need to be aware of (review and comment on the list)CompletedWKick-off

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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.

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