This template provides a simplified workflow for preparing and filing CIPC annual secretarial returns for South African clients.

It covers key tasks including information gathering, return preparation, internal review, client sign-off, and submission. Roles such as Preparer and Reviewer are assigned, with responsibilities progressing through the stages.

Client tasks are used to confirm details before submission.

The template is fully customisable to align with your firm’s internal processes and team setup.

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.