Discover KarbonLogin
Karbon
Discover KarbonMagazineServicesCookie Settings
[AU Core] Month End Close icon

[AU Core] Month End Close

Download your free [AU Core] Month End Close template to personalise and use in your bookkeeping or accounting firm.

A preview of the '[AU Core] Month End Close' template[AU Core] Month End ClosePrep3 AutomatorsCollect / upload / process all statementsCompletedReview & ensure all weekly bookkeeping work is completedCompletedReconcile Superannuation payable liability accountCompletedReconcile Payroll Clearing accountCompletedReconcile PAYG withheld liability accountCompletedProcess any Standing Journals (if applicable)Ready To StartDue TodayCalculate Interest on Loan Accounts (if applicable)Ready To StartDue TodayFollow-up with the client on any missing informationReady To StartDue Today

This template outlines the full month-end close process for Australian clients. It includes bank reconciliations, journal entries, review steps, reporting, and client communication.

Tasks are structured across multiple roles with automators guiding handoffs. Client Tasks are used to collect outstanding information.

This template is ideal for bookkeeping teams managing recurring monthly work and 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.

View More

Download the Template

Download your [AU Core] Month End Close template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling