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

VAT Return (Managed) Template

Download your free VAT Return (Managed) template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download VAT Return (Managed) Template

Added and downloaded 70 times

Tax & ComplianceSouth Africa

Created by Karbon

A preview of the templateVAT return (managed; South Africa)Ready to Start2 AutomatorsEnsure bookkeeping is completeCompletedGPrep VAT return2 AutomatorsRun VAT report and/or calculate the VAT return details, review for accuracy and make necessary adjustmentsCompletedAComplete the VAT returnCompletedFReview3 Automators

About this template

This template is designed for the process of completing monthly or bi-monthly VAT returns where the bookkeeping is managed internally.

The work goes through the stages:

  • Ready To Start
  • Prep
  • Review
  • Waiting for client
  • File
  • Wait for confirmation
  • Follow-up
  • Completed

The roles involved in completing the work are: Bookkeeper (initial work assignee) and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved. Work stages and roles are both customizable.

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 the 1st day after the period end. The due date of the work is the last working day of the month.

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 VAT Return (Managed) Template

.

Karbon Practice Management

A preview of the templateVAT return (managed; South Africa)Ready to Start2 AutomatorsEnsure bookkeeping is completeCompletedIPrep VAT return2 AutomatorsRun VAT report and/or calculate the VAT return details, review for accuracy and make necessary adjustmentsCompletedWComplete the VAT returnCompletedBReview3 Automators

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.

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.