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Employer Health Tax Template

Download your free Employer Health Tax template to personalize and use in your bookkeeping or accounting firm.

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A preview of the templateEmployer Health Tax (EHT) annual return (Canada)Prep3 AutomatorsPrep the EHT returnCompletedBComplete EHT annual reconciliation (12th month only; if applicable)CompletedRReview4 AutomatorsReview EHT returnCompletedXFile & Follow-up5 Automators

About this template

Employer Health Tax (EHT) is a payroll tax on remuneration paid to employees and former employees in Canada. This best practice work template outlines the steps to complete an Employer Health Tax (EHT) annual return for your clients. It outlines the steps for prep, review, filing and follow-up.

To support the annual reconciliation, be sure to complete the extra nested task once per year. When not needed, mark Completed - Cancelled.

How to use this template

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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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A preview of the templateEmployer Health Tax (EHT) annual return (Canada)Prep3 AutomatorsPrep the EHT returnCompletedJComplete EHT annual reconciliation (12th month only; if applicable)CompletedLReview4 AutomatorsReview EHT returnCompletedUFile & Follow-up5 Automators

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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