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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 Simple Start

Created by Karbon

A preview of the templateCOIDA Submission - SA Simple StartPrep annual return 3 AutomatorsConfirm the client is registered for COIDA, prep submission and obtain client approvalCompletedKFile and Request payment3 AutomatorsSubmit Return of Earnings and request client to payCompletedLFinalise3 AutomatorsConfirm payment and request letter of good standingCompletedH

About this template

This simplified template supports the preparation and submission of COIDA returns for South African businesses.

It includes core stages such as collecting required payroll information, preparing the return, reviewing the details, obtaining approval, and lodging the submission. Tasks are assigned to roles like Preparer and Reviewer.

Client requests are included to streamline data collection.

The template is fully customisable to match your firm’s workflow and team structure.

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.

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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
Sign In to Add to Karbon

Alternatively, you can

Download COIDA Submission Template

.

Karbon Practice Management

A preview of the templateCOIDA Submission - SA Simple StartPrep annual return 3 AutomatorsConfirm the client is registered for COIDA, prep submission and obtain client approvalCompletedDFile and Request payment3 AutomatorsSubmit Return of Earnings and request client to payCompletedWFinalise3 AutomatorsConfirm payment and request letter of good standingCompletedU

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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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