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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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Tax & ComplianceUnited KingdomUK Simple Start
A preview of the templateAccounts: Statutory Accounts & Corporation Tax - UK Simple StartWaiting for Client Records4 AutomatorsEnsure the annual accounts is ready to be worked onCompletedPPrep4 AutomatorsComplete draft tax returnCompletedZReview5 AutomatorsComplete the manager's review of accountsCompletedP

About this template

This workflow template provides a simple starting point for completing statutory accounts and corporation tax for UK companies.

It covers the key stages from confirming deadlines and requesting records to preparing the accounts, reviewing work, sending to the client, and delivering the final documents. Tasks are organised into five stages, making it easy to track progress and ensure nothing is missed. The template is designed to be adapted to suit the needs of individual firms.

This template is part of the UK Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are intended to help you quickly get started with 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 Statutory Accounts & Corporation Tax Template

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Karbon Practice Management

A preview of the templateAccounts: Statutory Accounts & Corporation Tax - UK Simple StartWaiting for Client Records4 AutomatorsEnsure the annual accounts is ready to be worked onCompletedIPrep4 AutomatorsComplete draft tax returnCompletedTReview5 AutomatorsComplete the manager's review of accountsCompletedG

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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 over 4,000 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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