[AU Core] Annual Accounts (Company Tax Return & Financial Reports)

This template supports the end-to-end process of completing annual accounts and company tax returns for Australian clients.

It includes structured sections for preparation, review, lodgment, and post-lodgment follow-up. Client requests are used to collect key documents such as financial data, signed authority forms, and confirmation of final reports.

Automation is used to manage task dependencies, trigger assignments, and move the work forward. Roles such as Preparer and Reviewer are assigned across the workflow.

The template is fully customisable to suit your firm’s specific process and timing requirements.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.