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Workflow Templates

New Company Incorporation Template

Download your free New Company Incorporation template to personalize and use in your bookkeeping or accounting firm.

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AdministrationNew Zealand

Created by Karbon

A preview of the templateNew Company Incorporation (New Zealand)CLIENT TASKSInformation needed to start your new company incorporation 1 AutomatorSpecify your desired company name and addressCompletedAUpload or provide your list of Office Holders (Directors, Secretary, Member) with supplemental detailCompletedJUpload or provide a list of Shareholders (including the shares to be issued)CompletedTUpload a passport and proof of address for each Director and ShareholderCompletedLReady to Start3 AutomatorsValidate receipt of all information in order to proceed (engagement letter, client payment, new company details)CompletedQIn Progress: Register with Companies Office

About this template

This the Karbon best practice work template to set up a new company for your clients based in New Zealand.

The workflow begins with an automatic client task requesting the initial new entity details and background to complete the setup.

To create a work template for a new trust, you can duplicate this template and update the first set of client tasks to request:

  • Trust name
  • Trustee list (and details)
  • Primary beneficiaries (and details)
  • Appointer

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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
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Alternatively, you can

Download New Company Incorporation Template

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Karbon Practice Management

A preview of the templateNew Company Incorporation (New Zealand)CLIENT TASKSInformation needed to start your new company incorporation 1 AutomatorSpecify your desired company name and addressCompletedFUpload or provide your list of Office Holders (Directors, Secretary, Member) with supplemental detailCompletedRUpload or provide a list of Shareholders (including the shares to be issued)CompletedSUpload a passport and proof of address for each Director and ShareholderCompletedEReady to Start3 AutomatorsValidate receipt of all information in order to proceed (engagement letter, client payment, new company details)CompletedVIn Progress: Register with Companies Office

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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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A work template dashboard in Karbon displaying a client onboarding checklist.