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Annual Accounts (SMSF) icon

Annual Accounts (SMSF)

148 Downloads

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

A preview of the 'Annual Accounts (SMSF)' templateAnnual Accounts (SMSF)Ready to start2 AutomatorsReview, update and send the initial client task belowCompletedCLIENT TASKSProvide the following details for this year's annual accounts (SMSF)3 AutomatorsUpload your year-end bank and credit card statementsCompletedUpload your year-end loan statementsCompletedUpload your dividend statementsCompletedProvide the share valuesCompletedUpload the Property Valuation ReportReady To StartDue Today

This template will help you prepare, process, review and lodge your clients' SMSF annual financial statements and tax oligations.

The Automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of tasks within the work.

The template is set to kick-off, complete, advise and confirm with the client within four weeks.

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Download your Annual Accounts (SMSF) template now.

  • .XLSX File

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

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

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Annual Accounts

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This template is for Australia only
Manage your Australian clients' end-of-year accounting obligations with this streamlined workflow.
866 Downloads
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