Does Workflow come with existing Job templates?
Yes, Workflow has a few default Job templates that provide you with a starting point. The default Job Templates are:
- SMSF Annual Accounts
- SMSF Annual Accounts (Wind Up)
- Trust Annual Accounts
- Company Annual Accounts
- Quarterly BAS
- TBAR
The Default Templates can be viewed from the Workflow Overview screen.
How to use the Default Templates
These pre-existing Default Templates can be used as is or can be customised to suit your requirements. Once changes are made to the Default Template these cannot be reset back to the original template. If you do not wish to change the Default Template, you can click "Duplicate Template" to make your own copy and customise as you wish..
List of Default Job Templates
| Job Template |
Tasks |
| SMSF Annual Accounts |
| Request information from the Client |
| Upload Documents / Statements |
| Send Client Queries |
| Client Queries returned |
| Finalise year-end and tax return |
| Prepare Workpapers |
| Review Workpapers |
| Financials Sent To Trustees/Adviser |
| Upload Signed Financials for Audit |
| Audit Queries |
| Audit Complete |
| Lodge Annual Return |
| Send Invoice |
|
| SMSF Annual Accounts (WindUp) |
| Request information from the Client |
| Upload Documents / Statements |
| Send Client Queries |
| Client Queries returned |
| Confirm all assets sold |
| Finalise year-end and tax return |
| Prepare Workpapers |
| Review Workpapers |
| Financials Sent To Client/Adviser |
| Upload Signed Financials for Audit |
| Audit Queries |
| Audit Complete |
| Lodge Annual Return |
| Check Invoice |
| Rollover request sent |
| Rollover finalised |
| ABN cancelled |
|
| Trust Annual Accounts |
| Request information from the Client |
| Upload Documents / Statements |
| Send Client Queries |
| Client Queries returned |
| Finalise Tax Planning and Distributions |
| Finalise year-end and tax return |
| Prepare Workpapers |
| Review Workpapers |
| Financials Sent To Client/Adviser |
| Upload Signed Financials |
| Lodge Tax Return |
| Send Invoice |
|
| Company Annual Accounts |
| Request information from the Client |
| Upload Documents / Statements |
| Send Client Queries |
| Client Queries returned |
| Review Worksheets |
| Finalise year-end and tax return |
| Prepare Workpapers |
| Review Workpapers |
| Financials Sent To Client/Adviser |
| Upload Signed Financials |
| Lodge Tax Return |
| Send Invoice |
|
| Quarterly BAS |
| Request information from the Client |
| Upload Documents / Statements |
| Process Transactions |
| Review |
| Send BAS for Signing |
| Signed BAS uploaded |
| Lodge BAS |
| Send Invoice |
|
| TBAR |
| Review TBAR caps |
| Process TBAR events |
| Lodge TBAR |
| Send Invoice |
|