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Instalment Activity Statement (IAS) Template

Download your free Instalment Activity Statement (IAS) template to personalise and use in your bookkeeping or accounting firm.

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Download Instalment Activity Statement (IAS) Template

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A preview of the templateInstalment Activity Statement (IAS) - AU Simple StartPrep3 AutomatorsBookkeeping / payroll is completed for the period - prepare the IAS in your preferred accounting softwareCompletedHReview4 AutomatorsReview the IASCompletedNAssemble4 AutomatorsFinalise the IAS and send to client for review / signatureCompletedC

About this template

This template provides a simplified process for completing IAS in Australia. It includes tasks for preparing the statement, reviewing, and lodging, along with client approval.

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.

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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Karbon Practice Management

A preview of the templateInstalment Activity Statement (IAS) - AU Simple StartPrep3 AutomatorsBookkeeping / payroll is completed for the period - prepare the IAS in your preferred accounting softwareCompletedFReview4 AutomatorsReview the IASCompletedIAssemble4 AutomatorsFinalise the IAS and send to client for review / signatureCompletedF

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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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