ASIC Annual Company Statement
Prepare, process and submit your clients' ASIC annual company statement with this streamlined workflow.
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ASIC Annual Company Statement Template
Download your free ASIC Annual Company Statement template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template supports the preparation and lodgement of ASIC annual company statements for Australian entities.
It covers the end-to-end workflow, beginning with task setup and internal preparation, followed by review, client communication, lodgement, and post-lodgement steps. Key components include requesting and confirming ASIC details, drafting the annual statement, collecting client signatures, lodging with ASIC, and issuing invoices.
Client Request tasks are included to gather required documentation and approvals, and the workflow is fully customisable to suit your firm’s process and team structure.
This template is part of the Australian Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.
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
Alternatively, you can
.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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