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GST Return Template

Download your free GST Return template to personalize and use in your bookkeeping or accounting firm.

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Download GST Return Template

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A preview of the templateGST return (New Zealand)CLIENT TASKSReady to start your GST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedOPrep GST return4 AutomatorsReconcile bank accountsCompletedYReconcile GST Balance Sheet accountCompletedWReview transactionsCompletedLCheck that prior adjustments have been actionedCompletedXComplete and conduct a self-review on the GST draft returnReady To StartDue TodayX

About this template

This template is designed to provide a streamlined workflow for preparing, assembling and lodging GST returns for your New Zealand-based clients.

After the close of the GST taxable period, the start date is 1st of the month and due date is 28th of the same month. The work assignee is the Admin.

Use the work scheduler to create the preferred sequence of work for each client.

Note: There are two exceptions to the above dates

  • The GST return for the taxable period ending 31 March is due by 7 May.
  • The GST return for the taxable period ending 30 November is due by 15 January.

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
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Karbon Practice Management

A preview of the templateGST return (New Zealand)CLIENT TASKSReady to start your GST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedBPrep GST return4 AutomatorsReconcile bank accountsCompletedCReconcile GST Balance Sheet accountCompletedMReview transactionsCompletedQCheck that prior adjustments have been actionedCompletedBComplete and conduct a self-review on the GST draft returnReady To StartDue TodayG

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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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