[SA Core] Accounts: Annual Financial Statements

This template guides the process of preparing and finalising annual financial statements for South African clients.

It includes task sections for planning and preparation, data collection, drafting of financial statements, review, and client approval. Roles such as Partner, Preparer, and Reviewer are clearly assigned, with responsibilities transitioning as work progresses.

The template contains built-in client requests and internal checklists to support accuracy and compliance.

It is fully customisable to suit your firm’s workflow, role structure, and client communication preferences.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.