CIS Return (Unmanaged)
Streamline your monthly CIS return (unmanaged) workflow with this template.
21 downloads
5
CIS Return (Managed) Template
Download your free CIS Return (Managed) template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 34 times
About this template
This template is designed for completing monthly CIS returns where the client manages the bookkeeping and subcontractor verifications.
The default Work Type is set to Payroll, but consider adding a new Work Type of CIS and assigning this template to that Work Type.
The work goes through the stages:
- Waiting for Info
- Preparation
- Review
- File
The roles involved in completing the work are: Preparer and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved. Work stages and roles are both customisable.
The template includes best practice automation to ensure it is clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is the 6th of the month. The due date of the work is the 19th. The initial work assignee is the Preparer.
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.
Related templates
Other workflow templates you might find useful.
