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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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Added and downloaded 303 times

AccountingUnited Kingdom

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offAccounts: Statutory Accounts & Corporation Tax (United Kingdom)Ready to Start2 AutomatorsReview, update and send the initial client request belowCompletedCCLIENT TASKSProvide the following details for this year's annual accounts 2 AutomatorsPlease provide us with access to your bookkeeping software or recordsCompletedSUpload your year-end bank and credit card statementsCompletedMUpload your year-end loan statementsCompletedYPlease confirm all invoices have been entered (to customers and from suppliers)CompletedSProvide additional details that we need to be aware ofReady To StartDue TodayK

About this template

This template is designed to guide you through preparing, assembling and lodging your clients' annual tax obligations in four weeks.

It uses automation to collect client data and assign tasks to the relevant team member based on the work's status.

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

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offAccounts: Statutory Accounts & Corporation Tax (United Kingdom)Ready to Start2 AutomatorsReview, update and send the initial client request belowCompletedOCLIENT TASKSProvide the following details for this year's annual accounts 2 AutomatorsPlease provide us with access to your bookkeeping software or recordsCompletedSUpload your year-end bank and credit card statementsCompletedZUpload your year-end loan statementsCompletedPPlease confirm all invoices have been entered (to customers and from suppliers)CompletedIProvide additional details that we need to be aware ofReady To StartDue TodayH

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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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