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Workflow Templates

Year-End Review Template

Download your free Year-End Review template to personalize and use in your bookkeeping or accounting firm.

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AccountingAustralia

Created by Karbon

A preview of the templateYear-end review (Australia)Kick-off year-end review (step 1)2 AutomatorsReview, update and send the initial client request belowCompletedICLIENT TASKSProvide the following details for this year's financial statements 2 AutomatorsUpload your year-end bank and credit card statementsCompletedOUpload your year-end loan statementsCompletedTKick-off year-end review (step 2)4 Automators

About this template

This is the Karbon best practice process for year-end reviews for Australian-basesd clients. It assumes month-end close work has been completed previously, and doesn't include the completion of any tax work.

If partnering with a CPA/CA to manage year-end with business tax work, use the additional section at the end to manage that interaction. If not (or if you're doing it internally), remove the last section from the template and add an automator to the last section to mark the work completed once the tasks in the section are completed.

The start date is the 1st of the new fiscal year and the due date is the 15th of the month. The work assignee is the Admin.

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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
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Alternatively, you can

Download Year-End Review Template

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Karbon Practice Management

A preview of the templateYear-end review (Australia)Kick-off year-end review (step 1)2 AutomatorsReview, update and send the initial client request belowCompletedRCLIENT TASKSProvide the following details for this year's financial statements 2 AutomatorsUpload your year-end bank and credit card statementsCompletedGUpload your year-end loan statementsCompletedKKick-off year-end review (step 2)4 Automators

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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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