Payroll Setup icon

Payroll Setup

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Download your free payroll setup template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Payroll Setup' templatePayroll SetupCLIENT TASKSInformation needed to begin your payroll setup1 AutomatorProvide the company details as related to your payroll setupCompletedRProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedRProvide your firm's CRA payroll account numberCompletedPHow often would you like employees paid (monthly, twice a month, every 2 weeks, every week)?CompletedRWhat would you like your first payroll date to be?CompletedCPlease provide a list of current employees (and emails) who will be on payrollReady To StartDue TodayPUpload historical payroll data (e.g. payroll summary / detail reports) for at least the current year (if applicable)Ready To StartDue TodayRProvide details about the contractors that you payReady To StartDue TodayC

This template process leads to the ongoing payroll process and periodic compliance processes.

The start date for the work is today's date and the end date is 9 days later. The work assignee is the Payroll Specialist. Note that this work template uses an automatic client task to get the initial details from the client to start the setup process.