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