Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This custom process is designed to automatically create the GST job and then create GST workpapers and assign a series of tasks to support GST processing requirements for your clients.
This automation is based on the Job start date of “Next Week”, therefore it is important to keep Job start dates up-to-date to ensure all relevant Jobs are included in the automation.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
GST Return Job Process Options
Review each of the job rollover options available below:
This option requires the import of the Recurring GST Return Job process and can be used when there is not yet a GST return job. This custom process will automatically create GST return jobs and then execute the GST Return Job process to create the workpapers and tasks.
The below outlines the details for the Recurring GST Jobs process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule every 3 months.
Note: if you need this to run on a different schedule, you can update the schedule once the processes are imported.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Quarterly GST Clients | Client View |
Status = Active GST Frequency* = Quarterly |
| GST Jobs Starting Next Week | Job View | Name Contains = GST Start Date = Next Week Job Type = Standard, Workflow |
*This field is a custom field and will not be configured in your view on import. You will need to update the view with this custom field and filter as suggested above. See Sorting and Filtering Lists for more information
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: GST Workpaper | Excel |
Task Templates
The following Task Templates and their associated details are used for these processes:
| Name | Assignee | Due Date | Details |
| Review & Reconcile Xero File | Accountant | 3 Days |
Review & reconcile:
Note: complete Fuel Tax if applicable |
| Review Tax Office lodgements & reports | Accountant | 1 Days | |
| Prepare GST Return | Accountant | 2 Days |
Prepare GST return including review of Balance Sheet, P&L Once ready for review:
|
| Prepare return for signing once approved | Administration | 0 Days |
Once the return can be finalised, prepare the return and the signing page and send to the client via the Signing service. Complete this task once this has been completed. |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Planned | Standard |
| Completed | Completed |
Job Templates
The following Job Templates and their associated details are used for these processes:
| Name | Type |
| GST Return | Standard |
This option requires the import of the GST Return Job process and can be used when there is an existing GST return job. This custom process will create the workpapers and tasks needed to complete the GST Return. It will not create the job.
The below outlines the details for the GST Return Job process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule of the first weekday of each quarter.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| GST Jobs Starting Next Week | Job View | Name = Contains, GST Start Date = Relative, Next Week |
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: GST Workpaper | Excel |
Task Templates
The following Task Templates and their associated details are used for these processes:
| Name | Assignee | Due Date | Details |
| Review & Reconcile Xero File | Accountant | 3 Days |
Review & reconcile:
Note: complete Fuel Tax if applicable |
| Review Tax Office lodgements & reports | Accountant | 1 Days | |
| Prepare GST Return | Accountant | 2 Days |
Prepare GST return including review of Balance Sheet, P&L Once ready for review:
|
| Prepare return for signing once approved | Administration | 0 Days |
Once the return can be finalised, prepare the return and the signing page and send to the client via the Signing service. Complete this task once this has been completed. |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Completed | Completed |
Importing this Custom Automation
For Recurring GST Return Job, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For GST Return Process, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.