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Workflow Templates

VAT Return Template

Download your free VAT Return template to personalise and use in your bookkeeping or accounting firm.

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Tax & Compliance - categorySouth Africa - regionSA Simple Start - tag

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offVAT Return - SA Simple StartPrep2 AutomatorsRun VAT report and/or calculate the VAT return details, review for accuracy and make necessary adjustmentsCompletedQReview and Wait for Client Approval4 AutomatorsReview the VAT return, send details to the client for their approvalCompletedJFile VAT return & load payment3 AutomatorsFile VAT return with SARS & send payment request to clientCompletedL

About this template

This template supports the preparation and submission of the South African VAT return.

It includes tasks for collecting VAT reports, preparing the return, reviewing for accuracy, and submitting via eFiling. Client Requests are used to obtain financial reports or supporting documentation.

The workflow includes automation to manage task handoffs, assign responsibilities, and update statuses.

This template is fully customisable to suit your practice’s VAT compliance 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.

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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 VAT Return Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offVAT Return - SA Simple StartPrep2 AutomatorsRun VAT report and/or calculate the VAT return details, review for accuracy and make necessary adjustmentsCompletedFReview and Wait for Client Approval4 AutomatorsReview the VAT return, send details to the client for their approvalCompletedZFile VAT return & load payment3 AutomatorsFile VAT return with SARS & send payment request to clientCompletedR

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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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