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Business Loan (COVID-19 QLD Jobs Support Scheme) Template

Download your free Business Loan (COVID-19 QLD Jobs Support Scheme) template to personalize and use in your bookkeeping or accounting firm.

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Download Business Loan (COVID-19 QLD Jobs Support Scheme) Template

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A preview of the templateBusiness loan (via QLD Jobs Support Loan Scheme; COVID-19) (Australia)Prep2 AutomatorsPrep / assemble the necessary details for the client to complete the online QLD business loan applicationCompletedQUpload the supplemental materials to the request below and send the client request to the client to complete the loanCompletedMCLIENT TASKSAssistance to complete your business loan via QLD Jobs Support Loan Scheme 1 AutomatorComplete your initial loan application using the steps outlined (see description) and this link — https://applyonlineCompletedBUpon receipt of loan approval, review, sign and return the loan documentation to QRIDA. Mark this request complete whCompletedEFollow-up

About this template

This template is designed to guide you through Queensland's COVID-19 Business Loan Jobs Support Scheme process.

The start date is the day to begin work and the due date is the receipt of funds in the client's account (~30 days later). The work assignee is the Accountant.

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 templateBusiness loan (via QLD Jobs Support Loan Scheme; COVID-19) (Australia)Prep2 AutomatorsPrep / assemble the necessary details for the client to complete the online QLD business loan applicationCompletedLUpload the supplemental materials to the request below and send the client request to the client to complete the loanCompletedRCLIENT TASKSAssistance to complete your business loan via QLD Jobs Support Loan Scheme 1 AutomatorComplete your initial loan application using the steps outlined (see description) and this link — https://applyonlineCompletedYUpon receipt of loan approval, review, sign and return the loan documentation to QRIDA. Mark this request complete whCompletedMFollow-up

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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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