Year-End Payroll Finalisation
Use this structured workflow to manage your year-end payroll finalisations.
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Year-End Payroll Finalisation Template
Download your free Year-End Payroll Finalisation template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template provides a simple, step-by-step workflow for completing Australian year-end payroll finalisation.
It covers core tasks including pre-finalisation preparation, payment summary review, lodgment of STP finalisation, and confirmation of completion. Client Request tasks are used to request and confirm key payroll information.
The roles involved include Payroll Specialist and Reviewer, with task assignments changing as the workflow progresses. All task statuses and due dates are customisable to suit your firm’s timing and process needs.
This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are designed to help you quickly get started with Karbon templates.
How to use this template
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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