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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 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)CompletedProvide your firm's CRA payroll account numberCompletedHow often would you like employees paid (monthly, twice a month, every 2 weeks, 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 payrollReady To StartDue TodayUpload historical payroll data (e.g. payroll summary / detail reports) for at least the current year (if applicable)Ready To StartDue TodayProvide details about the contractors that you payReady To StartDue Today

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.