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