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New Company Setup

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

A preview of the 'New Company Setup' templateNew Company SetupCLIENT TASKSInformation needed to start your new company setup1 AutomatorSpecify your desired company name and addressCompletedUpload or provide your list of Office Holders (Directors, Secretary, Member) with supplemental detailCompletedUpload or provide a list of Shareholders (including the shares to be issued)CompletedUpload a photo ID for each Office Holder (e.g. Director, Secretary)CompletedReady to Start4 AutomatorsValidate receipt of all information in order to proceed (engagement letter, new company details)CompletedProcess applications / registrations

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

It 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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Download the Template

Download your New Company Setup template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling