Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

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.

Sign In to Add to Karbon

Download EMP201 Monthly Employer Declaration Template

Added and downloaded 6 times

PayrollSouth AfricaSA Simple Start

Created by Karbon

A preview of the templateEMP201 Monthly Employer Declaration - SA Simple StartComplete Declaration2 AutomatorsComplete EMP201 declaration and request payment from the clientCompletedAConfirm Payment3 AutomatorsConfirm payment has been made by the clientCompletedY

About this template

This template supports the monthly preparation and submission of the South African EMP201 Employer Declaration.

It includes task sections for information gathering, preparation of the EMP201 return, internal review, and filing via eFiling.

Client Requests are used to collect payroll reports and SARS correspondence. The template includes due date tracking, role assignments, and automation to move tasks forward based on completion.

This template is fully customisable to suit your firm’s workflow preferences and team structure.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. They are designed to help you quickly get started with, and derive value from, Karbon templates.

Share this

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
Sign In to Add to Karbon

Alternatively, you can

Download EMP201 Monthly Employer Declaration Template

.

Karbon Practice Management

A preview of the templateEMP201 Monthly Employer Declaration - SA Simple StartComplete Declaration2 AutomatorsComplete EMP201 declaration and request payment from the clientCompletedUConfirm Payment3 AutomatorsConfirm payment has been made by the clientCompletedN

Not currently a Karbon customer?

Discover Karbon

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.

Related templates

Other workflow templates you might find useful.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.