This template supports the core workflow for filing Canadian sales tax returns.

It includes stages for: Client Information Collection, Preparation, Internal Review, Client Approval, and Filing, followed by Confirmation and Client Notification.

Tasks are assigned to Preparers and Reviewers, with automated transitions to ensure timely handoffs. The template also includes client task reminders and due date tracking.

It is structured to guide firms through a consistent, streamlined process for recurring sales tax filings.

This template is part of the Canada Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.