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Payroll Tax Lodgement Template

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

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A preview of the templatePayroll Tax Lodgement - AU CorePrep3 AutomatorsRun Payroll Activity Report from accounting system for the prior monthCompletedOIdentify any Allowances, Bonuses, Commissions, Fringe Benefits Tax (if applicable)CompletedLIdentify any eligible apprentices / trainees (if applicable)CompletedMIdentify any Termination Payments (if applicable)CompletedRIdentify Director Fees, Commissions & Bonuses (if applicable)CompletedPRun Contractor GL Report (if applicable)Ready To StartDue TodayRBreakdown payroll figures by State (if applicable)Ready To StartDue TodayVLodge

About this template

This template provides a structured workflow for preparing and lodging payroll tax returns in Australia.

It includes tasks for gathering payroll data, reviewing figures, preparing the lodgement, and submitting to the relevant state revenue office. The workflow is organised into stages such as Client Info Collection, Preparation, Review, Lodgement, and Completion.

Roles are assigned to support process ownership, with automators in place to manage task status updates and work progression.

This template is fully customisable to suit different internal processes.

This template is part of the Australian Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.

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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Karbon Practice Management

A preview of the templatePayroll Tax Lodgement - AU CorePrep3 AutomatorsRun Payroll Activity Report from accounting system for the prior monthCompletedYIdentify any Allowances, Bonuses, Commissions, Fringe Benefits Tax (if applicable)CompletedRIdentify any eligible apprentices / trainees (if applicable)CompletedKIdentify any Termination Payments (if applicable)CompletedOIdentify Director Fees, Commissions & Bonuses (if applicable)CompletedERun Contractor GL Report (if applicable)Ready To StartDue TodayUBreakdown payroll figures by State (if applicable)Ready To StartDue TodayKLodge

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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.

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