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Workflow Templates

PAYE Payment Template

Download your free PAYE Payment template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 21 times

PayrollNew Zealand

Created by Karbon

A preview of the templatePAYE payment (New Zealand)Prep2 AutomatorsPrepare the PAYE return — https://login.xero.comCompletedXConfirm all payrolls have been filed in IRD — https://services.ird.govt.nz/irsso/login.jspCompletedIReview IRD payments from payroll software and compare to IRD website — https://login.xero.comCompletedNCalculate the PAYE payment details (and update the client request below)CompletedYReview4 AutomatorsReview the PAYE return, payment and client request email/details. If approved, mark this task complete and send clien…CompletedICLIENT TASKSYour PAYE payment details

About this template

This template is the best practice workflow for PAYE return preparation and lodgment for your New Zealand-based clients.

It includes:

  • Automators to automatically assign the work item to the appropriate role when statuses are updated
  • Client Tasks to advise your clients of their obligations

The start date is typically 10th of the month and the due date is 2 days later. The initial work assignee is Payroll Specialist.

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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
Sign In to Add to Karbon

Alternatively, you can

Download PAYE Payment Template

.

Karbon Practice Management

A preview of the templatePAYE payment (New Zealand)Prep2 AutomatorsPrepare the PAYE return — https://login.xero.comCompletedQConfirm all payrolls have been filed in IRD — https://services.ird.govt.nz/irsso/login.jspCompletedFReview IRD payments from payroll software and compare to IRD website — https://login.xero.comCompletedPCalculate the PAYE payment details (and update the client request below)CompletedNReview4 AutomatorsReview the PAYE return, payment and client request email/details. If approved, mark this task complete and send clien…CompletedUCLIENT TASKSYour PAYE payment details

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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.

Practice Management
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