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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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Download GST Return (Unmanaged) Template

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Tax & ComplianceNew ZealandNZ Simple Start

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offGST Return (Unmanaged) - NZ Simple StartReady to Start2 AutomatorsUsing your preferred method of communication, confirm with client their accounting file has been reconciledCompletedPPrep4 AutomatorsPrep the GST return and Tax workpaperCompletedMAssemble and Wait for Approval3 AutomatorsAssemble GST return, send details to the client to request their review and confirmation to proceed to lodgeCompletedA

About this template

This template provides a streamlined workflow for completing New Zealand GST returns where clients manage their own bookkeeping. It focuses on requesting required information, reviewing client data, preparing the return, and submitting it to Inland Revenue.

The process includes:

  • Initial client request
  • GST data review
  • Preparation and lodgment
  • Confirmation and client communication

This template is part of the NZ Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with 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 Simple StartReady to Start2 AutomatorsUsing your preferred method of communication, confirm with client their accounting file has been reconciledCompletedSPrep4 AutomatorsPrep the GST return and Tax workpaperCompletedUAssemble and Wait for Approval3 AutomatorsAssemble GST return, send details to the client to request their review and confirmation to proceed to lodgeCompletedL

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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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