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Annual Accounts

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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 annual accounts3 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 ofCompletedKick-off

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.

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