This template manages the monthly EMP201 Employer Declaration process for South African clients.

It covers client information collection, EMP201 preparation, internal review, submission via eFiling, and follow-up to confirm payment or address queries. The workflow includes multiple client interactions, review stages, and a final reconciliation check.

Automated tasks and role transitions ensure timely completion and transparency across the team.

All elements of the template are fully customisable to fit your practice’s needs.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.