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Workflow Templates

Statutory Accounts & Corporation Tax Template

Download your free Statutory Accounts & Corporation Tax template to personalize and use in your bookkeeping or accounting firm.

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Download Statutory Accounts & Corporation Tax Template

Added and downloaded 122 times

AccountingUnited Kingdom

Created by Clarity

A preview of the templateAccounts: Statutory Accounts & Corp Tax (United Kingdom) (Clarity)Pre Year End - Setup work & send pre year end meeting request3 AutomatorsEnsure the work item is set up appropriately and send a request to the client to book a pre year end meetingCompletedXCLIENT TASKSPlease book in your pre year end meeting 2 AutomatorsPlease book your pre year end meeting using this link - https://CompletedOPre Year End - Meeting and follow up2 AutomatorsFollow the team pre-year end agenda found in Clarity, then update this work to align with the dates agreed and schedu…CompletedO

About this template

This template has been produced in partnership with Clarity. It provides a best practice template for annual accounts (financial statements and company tax filing).

The statuses in this template follow the standard Karbon statuses, but can be updated as appropriate. For example:

Template statuses:

  • Kick-off / Setup
  • Waiting for client
  • Waiting
  • Waiting for info
  • Prep
  • Waiting for client
  • Prep
  • Review
  • Assemble
  • Advise
  • Wait for signature
  • File
  • Completed

Possible alternative statuses:

  • Pre YE meet
  • Pre YE meet complete
  • Waiting for info
  • Before call
  • Waiting for info
  • Initial prep
  • During call
  • Final prep
  • Review
  • Revise
  • After call
  • Post YE meet
  • Wait for Signature
  • File
  • Completed

There are two roles in this work template: Accountant and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is 3 months prior to the client's year end. The initial work assignee is the Accountant.

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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 Statutory Accounts & Corporation Tax Template

.

Karbon Practice Management

A preview of the templateAccounts: Statutory Accounts & Corp Tax (United Kingdom) (Clarity)Pre Year End - Setup work & send pre year end meeting request3 AutomatorsEnsure the work item is set up appropriately and send a request to the client to book a pre year end meetingCompletedGCLIENT TASKSPlease book in your pre year end meeting 2 AutomatorsPlease book your pre year end meeting using this link - https://CompletedRPre Year End - Meeting and follow up2 AutomatorsFollow the team pre-year end agenda found in Clarity, then update this work to align with the dates agreed and schedu…CompletedZ

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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 Clarity

Clarity is the complete end-to-end business advisory engine solution that helps accountants thrive, by realising the full potential of their team, their firm and their clients.

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