PAYE Payment icon

PAYE Payment

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

A preview of the 'PAYE Payment' templatePAYE PaymentPrep2 AutomatorsPrepare the PAYE return — https://login.xero.comCompletedConfirm all payrolls have been filed in IRD — https://services.ird.govt.nz/irsso/login.jspCompletedReview IRD payments from payroll software and compare to IRD website — https://login.xero.comCompletedCalculate the PAYE payment details (and update the client task below)CompletedReview6 AutomatorsReview the PAYE return, payment and client task email/details. If approved, mark this task complete and send client task below.CompletedCLIENT TASKSYour PAYE payment details

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.

Download the Template

Download your PAYE Payment 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