COIDA Submission Template
Download your free COIDA Submission template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed for the process of completing COIDA submissions.
The work goes through the stages:
- Prep
- Waiting for client
- File
- Wait for confirmation
- Follow-up
- Completed
The role involved in completing the work is: Admin.
Work stages and roles are both customizable.
The template includes best practice automation to ensure the following are 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 is 30 days prior to the date of registration. The due date is 30 days later.
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 collaborative work management software for accounting firms.
