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Workflow Templates

EMP201 Monthly Employer Declaration Template

Download your free EMP201 Monthly Employer Declaration template to personalise and use in your bookkeeping or accounting firm.

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PayrollSouth AfricaSA Core

Created by Karbon

A preview of the templateEMP201 Monthly Employer Declaration - SA CoreComplete Declaration2 AutomatorsComplete EMP201 declaration and request payment from the clientCompletedWCLIENT TASKSPlease make your EMP201 payment 1 AutomatorPlease authorise the EMP201 payment to SARS by 3pm on the 7th of the month at the latest, then mark this request as c…CompletedDConfirm Payment3 AutomatorsConfirm payment has been made by the clientCompletedV

About this template

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.

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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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Alternatively, you can

Download EMP201 Monthly Employer Declaration Template

.

Karbon Practice Management

A preview of the templateEMP201 Monthly Employer Declaration - SA CoreComplete Declaration2 AutomatorsComplete EMP201 declaration and request payment from the clientCompletedOCLIENT TASKSPlease make your EMP201 payment 1 AutomatorPlease authorise the EMP201 payment to SARS by 3pm on the 7th of the month at the latest, then mark this request as c…CompletedHConfirm Payment3 AutomatorsConfirm payment has been made by the clientCompletedR

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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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