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Workflow Templates

Business Activity Statement (BAS Managed) Template

Download your free Business Activity Statement (BAS Managed) template to personalise and use in your bookkeeping or accounting firm.

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BookkeepingAustraliaAU Simple Start

Created by Karbon

A preview of the templateBusiness Activity Statement (BAS Managed) - AU Simple StartPrep3 AutomatorsBookkeeping is completed for the period - prepare the BAS in your preferred accounting softwareCompletedYReview4 AutomatorsReview the BAS and finalise. Send to client for review / signature using your preferred method.CompletedYWaiting for Signature3 AutomatorsReceive client approval / signature for the BASCompletedQ

About this template

This template covers the simplified BAS preparation process for managed clients in Australia.

It includes steps to collect client information, complete the BAS, perform a review, and lodge through the agent portal. The process is suitable for recurring quarterly lodgments and is fully customisable.

This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with 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
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Alternatively, you can

Download Business Activity Statement (BAS Managed) Template

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Karbon Practice Management

A preview of the templateBusiness Activity Statement (BAS Managed) - AU Simple StartPrep3 AutomatorsBookkeeping is completed for the period - prepare the BAS in your preferred accounting softwareCompletedMReview4 AutomatorsReview the BAS and finalise. Send to client for review / signature using your preferred method.CompletedXWaiting for Signature3 AutomatorsReceive client approval / signature for the BASCompletedQ

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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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