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.