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Workflow Templates

GST Return (Unmanaged) Template

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

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Tax & ComplianceNew ZealandNZ Core

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offGST Return (Unmanaged) - NZ CoreCLIENT TASKSReady to start your GST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedUBy marking this task as complete, you are confirming your file is ready for us to proceed with GST preparationCompletedEPrep4 AutomatorsPrep the GST returnCompletedAPrep the Tax WorkpaperCompletedLAssemble

About this template

This template supports the completion of New Zealand GST returns where the client manages their own bookkeeping.

It includes tasks for requesting and verifying data, preparing the return, conducting internal reviews, and submitting to Inland Revenue.

Sections include:

  • Client information request
  • GST return preparation
  • Review and lodgment
  • Post-lodgment client follow-up

Roles involved are the Preparer and Reviewer. Client Tasks are used to collect transaction reports or system exports.

This template is part of the NZ Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, 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 (Unmanaged) Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offGST Return (Unmanaged) - NZ CoreCLIENT TASKSReady to start your GST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedYBy marking this task as complete, you are confirming your file is ready for us to proceed with GST preparationCompletedGPrep4 AutomatorsPrep the GST returnCompletedSPrep the Tax WorkpaperCompletedBAssemble

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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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