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Payroll Quarterly Tax Filing Template

Download your free Payroll Quarterly Tax Filing template to personalize and use in your bookkeeping or accounting firm.

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Download Payroll Quarterly Tax Filing Template

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A preview of the templatePayroll Quarterly Tax Filing - US CorePrep & File4 AutomatorsPay and file quarterly federal payroll tax payments (Form 941/944)CompletedPPay and file quarterly state payroll tax payment(s)CompletedH

About this template

This template is part of the US Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you 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
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Karbon Practice Management

A preview of the templatePayroll Quarterly Tax Filing - US CorePrep & File4 AutomatorsPay and file quarterly federal payroll tax payments (Form 941/944)CompletedFPay and file quarterly state payroll tax payment(s)CompletedI

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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.

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