Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

CIPC Annual Secretarial Return Template

Download your free CIPC Annual Secretarial Return template to personalise and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download CIPC Annual Secretarial Return Template

Added and downloaded 4 times

AccountingSouth AfricaSA Simple Start

Created by Karbon

A preview of the templateCIPC Annual Secretarial Return - SA Simple StartPrep annual return 3 AutomatorsPrep annual return submission and confirm client billing processCompletedEFile 4 AutomatorsFile returnsCompletedKFollow-up2 AutomatorsNotify client and save documents for record purposesCompletedC

About this template

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.

Share this

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
Sign In to Add to Karbon

Alternatively, you can

Download CIPC Annual Secretarial Return Template

.

Karbon Practice Management

A preview of the templateCIPC Annual Secretarial Return - SA Simple StartPrep annual return 3 AutomatorsPrep annual return submission and confirm client billing processCompletedDFile 4 AutomatorsFile returnsCompletedKFollow-up2 AutomatorsNotify client and save documents for record purposesCompletedT

Not currently a Karbon customer?

Discover Karbon

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.

Related templates

Other workflow templates you might find useful.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.