New Company Setup
125 Downloads
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