Business Activity Statement (BAS Unmanaged)
Ensure effective bookkeeping with this step-by-step workflow for your unmanaged clients.
Download your free Business Activity Statement (BAS Unmanaged) template to personalise and use in your bookkeeping or accounting firm.
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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.
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
Alternatively, you can
Other workflow templates you might find useful.
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:
Read the support article to learn more.
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Ensure effective bookkeeping with this step-by-step workflow for your unmanaged clients.