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Workflow Templates

Annual Accounts (Company Tax Return & Financial Reports) Template

Download your free Annual Accounts (Company Tax Return & Financial Reports) template to personalise and use in your bookkeeping or accounting firm.

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AccountingAustraliaAU Simple Start

Created by Karbon

A preview of the templateAnnual Accounts (Company Tax Return & Financial Reports) - AU Simple StartReady To Start 1 AutomatorEnsure work is ready for PreparerCompletedZPrep3 AutomatorsBuild working papers and create draft tax return and financial statementsCompletedPReview3 AutomatorsComplete the review of draft workpapers, financials and the tax returnCompletedM

About this template

This template supports the end-to-end process of completing annual accounts and company tax returns This template guides the preparation and lodgement of annual accounts and company tax returns for Australian entities.

It focuses on a simplified process, covering key stages such as information collection, preparation, review, and final lodgement. Client tasks are used to obtain financial data and confirmations.

Tasks are distributed between preparer and reviewer roles, with automation applied to streamline handovers and status updates.

The template is fully customisable to meet your firm’s workflow preferences and compliance needs.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. 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 Annual Accounts (Company Tax Return & Financial Reports) Template

.

Karbon Practice Management

A preview of the templateAnnual Accounts (Company Tax Return & Financial Reports) - AU Simple StartReady To Start 1 AutomatorEnsure work is ready for PreparerCompletedXPrep3 AutomatorsBuild working papers and create draft tax return and financial statementsCompletedDReview3 AutomatorsComplete the review of draft workpapers, financials and the tax returnCompletedY

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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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