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Workflow Templates

COIDA Submission Template

Download your free COIDA Submission template to personalise and use in your bookkeeping or accounting firm

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AdministrationSouth AfricaSA Core

Created by Karbon

A preview of the templateCOIDA Submission - SA CorePrep annual return 3 AutomatorsConfirm the client is registered for COIDACompletedAPrep submission and send to clientCompletedZCLIENT TASKSReview and approve COID report 2 AutomatorsReview and approve your COID report by checking this as complete and commenting 'Approved', or add a comment should y…CompletedLFile 3 Automators

About this template

This template outlines the full process for submitting Compensation for Occupational Injuries and Diseases Act (COIDA) returns in South Africa.

The workflow includes tasks for gathering payroll data, calculating assessment values, preparing and reviewing the return, obtaining client approval, and submitting to the Compensation Fund. Roles such as Preparer and Reviewer are assigned, with responsibilities handed over as work progresses.

Client tasks and internal checklists are used to ensure accuracy and compliance.

The template is fully customisable to suit your firm’s internal procedures and client management approach.

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.

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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
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Alternatively, you can

Download COIDA Submission Template

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Karbon Practice Management

A preview of the templateCOIDA Submission - SA CorePrep annual return 3 AutomatorsConfirm the client is registered for COIDACompletedFPrep submission and send to clientCompletedFCLIENT TASKSReview and approve COID report 2 AutomatorsReview and approve your COID report by checking this as complete and commenting 'Approved', or add a comment should y…CompletedPFile 3 Automators

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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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