Coronavirus Business Interruption Loan Scheme icon

Coronavirus Business Interruption Loan Scheme

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Download your free Coronavirus Business Interruption Loan Scheme template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Coronavirus Business Interruption Loan Scheme' templateCoronavirus Business Interruption Loan SchemePrep2 AutomatorsPrep / assemble the necessary details to complete the initial loan application (and schedule client meeting)CompletedSchedule the business loan submission meeting with the client (or send them the loan details via client task)CompletedAdvise4 AutomatorsComplete the CBILS loan prep / submission assistance meeting with the clientCompletedCLIENT TASKSRequest assistance for Coronavirus Business Interruption Loan Scheme supporting documentation5 Automators

A best practice checklist for the United Kingdom's Coronavirus Business Interruption Loan Scheme process.

This template is part of the Karbon COVID-19 Rapid Response Kit, a set of free resources to help your firm and your clients during this period. It will enable you to work with as many of your clients as possible to help them survive this period.

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  • .XLSX File

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  • Time and Budget Estimates
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