This template outlines a streamlined workflow for preparing annual financial statements for South African clients.

It includes key stages such as planning, data collection, drafting, internal review, and finalisation. Tasks are allocated across roles, including the Preparer and Reviewer, with responsibilities handed over as the work progresses.

Client requests are used to collect source documents, and internal tasks guide the preparation and review process.

The template is fully customisable to match your firm’s structure, role assignments, and client engagement process.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. They are designed to help you quickly get started with, and derive value from, Karbon templates.