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Workflow Templates

Business Activity Statement (BAS Unmanaged) Template

Download your free Business Activity Statement (Unmanaged) 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 Unmanaged) - AU Simple StartReady to Start2 AutomatorsCheck in with the client that the bookkeeping has been completed at their end. Request copies of bank and credit card…CompletedQPrep4 AutomatorsPrepare the BAS in your preferred accounting softwareCompletedYReview4 AutomatorsReview the BAS and finalise. Send to client for review / signature using your preferred method.CompletedS

About this template

This streamlined template guides BAS preparation where clients manage their own bookkeeping. It includes steps for internal review, BAS drafting, client approval, and lodgement.

The process is designed for quarterly compliance and can be customised to suit your team’s workflow.

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
Sign In to Add to Karbon

Alternatively, you can

Download Business Activity Statement (BAS Unmanaged) Template

.

Karbon Practice Management

A preview of the templateBusiness Activity Statement (BAS Unmanaged) - AU Simple StartReady to Start2 AutomatorsCheck in with the client that the bookkeeping has been completed at their end. Request copies of bank and credit card…CompletedXPrep4 AutomatorsPrepare the BAS in your preferred accounting softwareCompletedQReview4 AutomatorsReview the BAS and finalise. Send to client for review / signature using your preferred method.CompletedO

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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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