COIDA Submission icon

COIDA Submission


Download your free COIDA Submission template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'COIDA Submission' templateCOIDA SubmissionPrep annual return 3 AutomatorsConfirm the client is registered for COIDACompletedPrep submissionCompletedSend control document to client for approval and signatureCompletedCLIENT TASKSReview and approve COID report 5 AutomatorsReview and approve your COID report by checking this as complete and commenting 'Approved', or add a comment should yCompletedFile

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.

Download the Template

Download your COIDA Submission template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling