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Workflow Templates

Superannuation Payment Template

Download your free Superannuation Payment template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 23 times

Tax & ComplianceAustraliaAU Core

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offSuperannuation Payment - AU CoreReady to Start2 AutomatorsEnsure all payroll has been processed and the bank reconciliation is up-to-date for the periodCompletedEPrep3 AutomatorsPrep the Superannuation payment using the preferred payment platform (Accounting software or Clearing House)CompletedQEmail client with detailsCompletedMFollow-up3 Automators

About this template

This template outlines the core process for managing superannuation payments in Australia.

It includes tasks for collecting payroll data, reviewing contribution details, submitting payments, and confirming completion.

Roles are clearly assigned throughout the process, with automation used to update statuses and progress work.

This template is fully customisable to support various pay frequencies and internal workflows.

This template is part of the Australian Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you 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
Sign In to Add to Karbon

Alternatively, you can

Download Superannuation Payment Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offSuperannuation Payment - AU CoreReady to Start2 AutomatorsEnsure all payroll has been processed and the bank reconciliation is up-to-date for the periodCompletedQPrep3 AutomatorsPrep the Superannuation payment using the preferred payment platform (Accounting software or Clearing House)CompletedQEmail client with detailsCompletedHFollow-up3 Automators

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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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