Accounting workflow checklists for Claister
Choose a client process. See the steps, required inputs and review controls, then organize the work in Claister.
Each guide explains how to create your own task template and recurring task in Claister. Confirm the client’s obligations and dates before scheduling work. Calculations and statutory filing remain in your accounting system and the official portals.
Choose a resource
Monthly VAT workflow checklist
Track invoice collection, i.SAF review, VAT preparation, submission evidence and payment coordination in separate steps. Assign owners and dates before using this checklist.
View the checklistMonthly payroll workflow checklist
Keep approved payroll inputs, calculation review, SAM, GPM313 and payment evidence visible as distinct controls. Adapt the steps to the employer’s actual obligations.
View the checklistMonth-end close checklist
Close a period with document coverage, bank reconciliation, balance review, approved reports and an owned exception list. Keep unfinished work visible in the handover.
View the checklist