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Workflow Templates

Payroll Processing Template

Download your free Payroll Processing template to personalize and use in your bookkeeping or accounting firm.

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PayrollAustralia

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll processing (Australia)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedZPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedIProcess authorised time-off requestsCompletedGReview (and/or process) timesheetsCompletedECheck client bank balanceCompletedFProcess

About this template

All That Counts use this best practice process for every client they process payroll for. This helps to ensure no task is missed—something that isn't always easy when payroll is required to be repeated weekly across a large number of clients.

All That Counts are award winning cloud accounting bookkeepers who empower and educate small and medium businesses with the right financial information to help drive their businesses forward. Since being established by Lielette Calleja they have evolved to become the next generation of bookkeepers who provide consulting and technical advice on accounting systems and business operations. Lielette and her team work alongside their clients with a commitment to go the extra mile in adding value and creating long-term relationships.

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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
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Alternatively, you can

Download Payroll Processing Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll processing (Australia)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedIPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedOProcess authorised time-off requestsCompletedPReview (and/or process) timesheetsCompletedZCheck client bank balanceCompletedDProcess

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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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