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Workflow Templates

GST/HST Return (Managed) COVID-19 Template

Download your free GST/HST Return (Managed Clients) template to personalize and use in your bookkeeping or accounting firm.

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Download GST/HST Return (Managed) COVID-19 Template

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Tax & Compliance - categoryCanada - region

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offzzz - GST/HST return (managed; COVID-19) (Canada)Prep of GST/HST return1 AutomatorEnsure bookkeeping is completeCompletedUFile GST/HST return3 AutomatorsCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedERun GST/HST report and/or calculate the return detailsCompletedUPrepare and file GST/HST returnCompletedFReconcile the GST/HST returnCompletedXUpdate and send the client request belowReady To StartDue TodayO

About this template

A best practice checklist for Canada's GST/HST Return (Managed Clients) process.

This template is part of the Karbon COVID-19 Rapid Response Kit.

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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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Alternatively, you can

Download GST/HST Return (Managed) COVID-19 Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offzzz - GST/HST return (managed; COVID-19) (Canada)Prep of GST/HST return1 AutomatorEnsure bookkeeping is completeCompletedYFile GST/HST return3 AutomatorsCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedORun GST/HST report and/or calculate the return detailsCompletedVPrepare and file GST/HST returnCompletedMReconcile the GST/HST returnCompletedQUpdate and send the client request belowReady To StartDue TodayL

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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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