This template is designed for the process of completing annual EMP501 employer reconciliations covering the full tax year from March 1 - February 28/29.

The work goes through the stages:

• Prep
• Process
• Review
• Assemble
• Send client requests
• Waiting for client
• File
• Completed

The role involved in completing the work is: Payroll specialist.

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 1st March. The due date of the work is 31st May.