[AU Simple Start] Individual Tax Return

This template supports a simplified process for preparing and lodging individual tax returns for Australian clients.

It includes key stages such as collecting information, preparing the return, reviewing, obtaining client approval, and final lodgement. Client tasks are included to streamline data collection, with automation assisting task flow and team handovers.

The workflow is fully customisable to suit your firm’s needs and tax return processes.

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.