[AU Core] Individual Tax Return

This template manages the end-to-end preparation and lodgement of individual tax returns for Australian clients.

It includes tasks for collecting client information, reviewing income and deductions, preparing the return, conducting internal review, obtaining client approval, and lodging with the ATO. Client tasks and automation are used to streamline data collection and task progression.

Roles are assigned for clarity across each stage, and the workflow is fully customisable to suit your firm’s process and client base.

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.