Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

PAYE Registration Template

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

Sign In to Add to Karbon

Download PAYE Registration Template

Added and downloaded 29 times

PayrollUnited Kingdom

Created by Karbon

A preview of the templatePAYE Registration (United Kingdom)Register client3 AutomatorsComplete registration - https://www.gov.uk/register-employerCompletedESent the client request belowCompletedBCLIENT TASKSPlease provide us with your PAYE Reference and Accounts Office Reference Numbers 2 AutomatorsPlease comment here with your PAYE Reference and Accounts Office Reference numbersCompletedMWait for HMRC confirmation3 Automators

About this template

This template is designed for process of completing PAYE registrations.

It includes best practice automation to ensure clarity around:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The work goes through the stages:

  • Prep
  • Waiting for Client
  • Follow-up
  • Completed

The roles involved in completing the work are: Payroll Specialist.

Work stages and roles are both customisable.

The start date for the work is the date first required (i.e. date of signed engagement). The due date of the work is 5 days later. The initial work assignee is the Payroll Specialist.

Share this

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 Registration Template

.

Karbon Practice Management

A preview of the templatePAYE Registration (United Kingdom)Register client3 AutomatorsComplete registration - https://www.gov.uk/register-employerCompletedQSent the client request belowCompletedUCLIENT TASKSPlease provide us with your PAYE Reference and Accounts Office Reference Numbers 2 AutomatorsPlease comment here with your PAYE Reference and Accounts Office Reference numbersCompletedXWait for HMRC confirmation3 Automators

Not currently a Karbon customer?

Discover Karbon

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
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.