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Workflow Templates

Business Activity Statement (BAS Unmanaged) Template

Download your free Business Activity Statement (BAS Unmanaged) template to personalise and use in your bookkeeping or accounting firm.

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BookkeepingAustraliaAU Core

Created by Karbon

A preview of the templateBusiness Activity Statement (BAS Unmanaged) - AU CoreCLIENT TASKSHey! It's BAS time again. We need the following from you... 1 AutomatorPlease clear all bank feeds. Attach relevant bank and credit card statements.CompletedXPayroll is complete and lodged for STPCompletedKPlease provide any details for new Asset purchases, financed purchases etc.CompletedTDo you have any questions for us?CompletedBBy marking this task as complete you are confirming your accounting file is ready for us to prepare the BASCompletedDReady to Start3 AutomatorsConfirm the bookkeeping is complete for the BAS reporting periodReady To StartDue TodayC

About this template

This streamlined template guides BAS preparation where clients manage their own bookkeeping.

It includes internal steps for setup, review of accounting data, BAS drafting, internal and client reviews, and final lodgment. Client Tasks request necessary documents and approvals, and automation helps route work between Preparers and Reviewers. The workflow is fully customisable.

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.

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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 Business Activity Statement (BAS Unmanaged) Template

.

Karbon Practice Management

A preview of the templateBusiness Activity Statement (BAS Unmanaged) - AU CoreCLIENT TASKSHey! It's BAS time again. We need the following from you... 1 AutomatorPlease clear all bank feeds. Attach relevant bank and credit card statements.CompletedGPayroll is complete and lodged for STPCompletedCPlease provide any details for new Asset purchases, financed purchases etc.CompletedBDo you have any questions for us?CompletedQBy marking this task as complete you are confirming your accounting file is ready for us to prepare the BASCompletedZReady to Start3 AutomatorsConfirm the bookkeeping is complete for the BAS reporting periodReady To StartDue TodayR

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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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