Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Payroll Setup Template

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

Sign In to Add to Karbon

Download Payroll Setup Template

Added and downloaded 199 times

PayrollUnited States

Created by Karbon

A preview of the templatePayroll setup (United States)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the Name, Social Security Number, and Birthdate for the primary bank account holder (see description)CompletedQProvide the details for the bank account used to pay wages and payroll taxesCompletedPProvide your firm's Federal Tax ID NumberCompletedNHow often would you like employees paid (monthly, twice a month, every 2 weeks)?CompletedEWhat would you like your first payroll date to be?CompletedYPlease provide a list of current employees who will be on payrollReady To StartDue TodayFInitial payroll setup

About this template

On completion of the setup, this 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.

Share this

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
Sign In to Add to Karbon

Alternatively, you can

Download Payroll Setup Template

.

Karbon Practice Management

A preview of the templatePayroll setup (United States)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the Name, Social Security Number, and Birthdate for the primary bank account holder (see description)CompletedSProvide the details for the bank account used to pay wages and payroll taxesCompletedRProvide your firm's Federal Tax ID NumberCompletedNHow often would you like employees paid (monthly, twice a month, every 2 weeks)?CompletedTWhat would you like your first payroll date to be?CompletedJPlease provide a list of current employees who will be on payrollReady To StartDue TodayMInitial payroll setup

Not currently a Karbon customer?

Discover Karbon

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
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

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