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.