T4A/T5018 Processing
Increase productivity with this workflow for T4A/T5018 Processing for Canadian-based clients
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T4A/T5018 Processing Template
Download your free T4A/T5018 Processing template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template provides a simplified workflow for preparing and filing Canadian T4A and T5018 slips.
The process includes the following stages: Collect Info, Prep, Review, Approve, File, and Confirm.
Tasks cover the collection of required data, slip preparation, internal review, obtaining client approval, filing with the CRA, and confirming completion. Automation supports task assignment and transitions between roles to ensure a consistent process.
This template is ideal for teams handling straightforward T4A or T5018 year-end filings.
This template is part of the Canada 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
Alternatively, you can
.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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