CIPC Annual Secretarial Return
Speed up CIPC filings for your South Africa-based clients with a preset but customisable workflow.
CIPC Annual Secretarial Return Template
Download your free CIPC Annual Secretarial Return template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template manages the process for completing and submitting annual secretarial returns to the Companies and Intellectual Property Commission (CIPC) for South African entities.
It includes tasks for reviewing company details, preparing the return, obtaining client approval, and lodging with CIPC. Responsibilities are shared across roles such as Preparer and Reviewer, with clear task ownership throughout the workflow.
The template includes client requests and internal checklists to maintain accuracy and compliance.
It is fully customisable to suit your firm’s workflow and team structure.
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
.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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