Payroll Setup
Cut the time it takes to complete your payroll setup
Download your free Payroll Tax Lodgement template to personalize and use in your bookkeeping or accounting firm.
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This template supports a simplified process for payroll tax lodgement in Australia.
It includes tasks for gathering payroll data, reviewing figures, and completing the lodgement. The workflow is broken into clear stages: Client Info Collection, Preparation, Review, Lodgement, and Completion.
Roles are assigned to maintain accountability, and automators help manage handovers and deadlines.
This template is fully customisable to align with your internal workflows.
This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are designed to help you quickly get you started with Karbon templates.
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
Alternatively, you can
.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:
Read the support article to learn more.
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.
Other workflow templates you might find useful.
Cut the time it takes to complete your payroll setup
Use this structured workflow for preparing and lodging payroll tax returns in Australia.