Annual Financial Statements Template
Download your free Annual Financial Statements template to personalise and use in your bookkeeping or accounting firm.
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About this template
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.
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
Alternatively, you can
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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.
