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Workflow Templates

Payroll Setup Template

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

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PayrollNew Zealand

Created by Karbon

A preview of the templatePayroll setup (New Zealand)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedZProvide the details for the bank account used to pay wages and payroll taxesCompletedEHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedVWhat would you like your first payroll date to be?CompletedQPlease provide a list of current employees (and emails) who will be on payrollCompletedZUpload historical payroll data (e.g. payroll summary / detail reports) for at least the current year (if applicable)Ready To StartDue TodayKInitial payroll setup

About this template

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

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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 Setup Template

.

Karbon Practice Management

A preview of the templatePayroll setup (New Zealand)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedWProvide the details for the bank account used to pay wages and payroll taxesCompletedGHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedHWhat would you like your first payroll date to be?CompletedHPlease provide a list of current employees (and emails) who will be on payrollCompletedYUpload historical payroll data (e.g. payroll summary / detail reports) for at least the current year (if applicable)Ready To StartDue TodayZInitial payroll setup

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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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A work template dashboard in Karbon displaying a client onboarding checklist.