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Payroll Setup


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 setupCompletedProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedWhat would you like your first payroll date to be?CompletedPlease provide a list of current employees (and emails) who will be on payrollCompletedUpload historical payroll data (e.g. payroll summary / detail reports) for at least the current year (if applicable)Ready To StartDue TodayInitial payroll setup

On completion of the setup, this process leads to the ongoing payroll process and periodic compliance processes.

Set the start date as today's date. The end date is 9 days later. Your Payroll Specialist is the work asignee.

Note: this work template uses an automatic client task to get the initial details from the client to start the setup process.

Download the Template

Download your Payroll Setup template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling