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Information for Employers

Download your free Information for Employers template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Information for Employers' templateInformation for EmployersReady to Start1 AutomatorCreate and send engagement letter / agreement to client (via client task)CompletedCLIENT TASKST4 information return is required2 AutomatorsReview and confirm this year's T4 information return tax engagement (attached)CompletedUpload your up-to-date payroll records (summary and detail reports) through the end of this past calendar yearCompletedKick-off6 Automators

This is Karbon's best practice template for T4 information returns and is adjustable for managed vs. unmanaged clients (for managed clients, you might eliminate the initial sections that complete the engagement letter process and request for payroll data).

To use with Karbon, set all business tax returns under a 'Tax: T4/T4A' work type.

There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting). The start date is when you would like to begin the work (e.g. day after last payroll for the year) and the due date is no later than end of February. The work assignee is the Admin.

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves.

Download the Template

Download your Information for Employers template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling