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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 Name, Social Security Number, and Birthdate for the primary bank account holder (see description)CompletedProvide the details for the bank account used to pay wages and payroll taxesCompletedProvide your firm's Federal Tax ID NumberCompletedHow often would you like employees paid (monthly, twice a month, every 2 weeks)?CompletedWhat would you like your first payroll date to be?CompletedPlease provide a list of current employees who will be on payrollReady To StartDue TodayInitial payroll setup

This template process leads to the ongoing payroll process and payroll quarterly tax filing process.

Set the start date as today's date. The end date is 7 days later. Your Payroll Specialist is the work asignee.

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

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