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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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Download Payroll Tax Lodgement Template

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A preview of the templatePayroll Tax Lodgement - AU Simple StartPayroll tax lodgement3 AutomatorsPrepare figures for Payroll Tax lodgementCompletedBLodge and AdviseCompletedN

About this template

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.

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 Simple StartPayroll tax lodgement3 AutomatorsPrepare figures for Payroll Tax lodgementCompletedLLodge and AdviseCompletedE

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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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