Payroll Processing
Cut the time it takes to complete Payroll Processing in this New Zealand-specific template.
Payroll Processing Template
Download your free Payroll Processing template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template outlines a core recurring payroll process.
It includes task sections for collecting employee updates, processing payroll, reviewing calculations, submitting payroll, and confirming filings and payments. Tasks are assigned to roles including the Payroll Specialist and Reviewer, with automation in place to manage status transitions and task assignment.
Custom statuses such as 'Pending Run' and 'Needs Approval' are used to signal key workflow stages beyond standard progress tracking.
All roles, statuses, dates, and task details are fully customizable.
Core templates are medium-complexity templates, with strategic use of Client Requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.
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
Alternatively, you can
.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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