[AU Core] Taxable Payments Annual Report (TPAR) icon

[AU Core] Taxable Payments Annual Report (TPAR)

Download your free [AU Core] Taxable Payments Annual Report (TPAR) template to personalize and use in your bookkeeping or accounting firm.

A preview of the '[AU Core] Taxable Payments Annual Report (TPAR)' template[AU Core] Taxable Payments Annual Report (TPAR)Ready to Start2 AutomatorsBank accounts are reconciled to at least June 30CompletedRun the TPAR report in your accounting software and check for missing details (e.g. legal name, ABN and address)CompletedNIL Lodgement (if applicable)CompletedPrep5 AutomatorsPrepare the TPARCompletedValidate that the subcontractor total amount reported on TPAR reconciles to the subcontractor total reported in the P&L.CompletedEmail client with validated TPAR report and seek their approval to proceed with lodgementReady To StartDue Today

This template guides you through the process of completing the Australian Taxable Payments Annual Report (TPAR) for clients.

The workflow includes tasks for identifying applicable clients, sending Client Requests to collect subcontractor data, preparing the report, reviewing internally, lodging with the ATO, and confirming completion.

Work is assigned and progresses between preparer and reviewer roles, with built-in automators ensuring smooth handover between stages.

This template is fully customisable to suit your firm’s preferred process and internal roles.

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.

Download the Template

Download your [AU Core] Taxable Payments Annual Report (TPAR) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling