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Workflow Templates

GST Return (Managed) Template

Download your free GST Return (Managed) template to personalise and use in your bookkeeping or accounting firm.

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Download GST Return (Managed) Template

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Tax & ComplianceNew ZealandNZ Simple Start

Created by Karbon

A preview of the templateGST Return (Managed) - NZ Simple StartReady to Start2 AutomatorsConfirms coding is completed for the periodCompletedXPrep4 AutomatorsPrep the GST return and Tax workpaperCompletedRAssemble and Wait for Approval3 AutomatorsAssemble GST return, send details to the client to request their review and confirmation to proceed to lodgeCompletedK

About this template

This template outlines a simplified workflow for preparing and filing managed GST returns in New Zealand.

It includes stages for client information collection, GST return preparation, internal review, client approval, and final submission. Tasks are assigned to roles such as Preparer and Reviewer, and automation is used to move tasks through the workflow and assign ownership as each stage is completed.

This template is part of the NZ Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.

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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
Sign In to Add to Karbon

Alternatively, you can

Download GST Return (Managed) Template

.

Karbon Practice Management

A preview of the templateGST Return (Managed) - NZ Simple StartReady to Start2 AutomatorsConfirms coding is completed for the periodCompletedNPrep4 AutomatorsPrep the GST return and Tax workpaperCompletedZAssemble and Wait for Approval3 AutomatorsAssemble GST return, send details to the client to request their review and confirmation to proceed to lodgeCompletedK

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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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