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Workflow Templates

Wagepoint Payroll Setup Template

Download your free Wagepoint Payroll Setup template to personalize and use in your bookkeeping or accounting firm.

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Download Wagepoint Payroll Setup Template

Added and downloaded 165 times

PayrollCanada

Created by Wagepoint

A preview of the templatePayroll setup (by Wagepoint) (Canada)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedJProvide your firm's CRA payroll account number (and Revenu Quebec payroll account number and employer HSF rate, if ap…CompletedEProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedCProvide any relevant provincial/territorial tax information (if applicable; see list below)CompletedRHow often would you like employees paid (monthly, twice a month, every 2 weeks, every week)? What would you like your…CompletedCSpecify any additional deduction types you would like to use (see list below)Ready To StartDue TodayQSpecify any additional income types you would offer or would like to use (see list below)Ready To StartDue TodayXConfirm (add/edit) the list of your company statutory holidays (see list below)Ready To StartDue TodayG

About this template

This is the best practice process for setting up payroll powered by Wagepoint. This workflow should be used in conjunction with Wagepoint to complete the payroll setup for clients. It will leads to the ongoing payroll process and periodic compliance processes.

Learn more about Wagepoint. Sign-up for Wagepoint Learn how to add a client to Wagepoint.

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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 Wagepoint Payroll Setup Template

.

Karbon Practice Management

A preview of the templatePayroll setup (by Wagepoint) (Canada)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedYProvide your firm's CRA payroll account number (and Revenu Quebec payroll account number and employer HSF rate, if ap…CompletedSProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedTProvide any relevant provincial/territorial tax information (if applicable; see list below)CompletedJHow often would you like employees paid (monthly, twice a month, every 2 weeks, every week)? What would you like your…CompletedHSpecify any additional deduction types you would like to use (see list below)Ready To StartDue TodayNSpecify any additional income types you would offer or would like to use (see list below)Ready To StartDue TodayNConfirm (add/edit) the list of your company statutory holidays (see list below)Ready To StartDue TodayC

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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 Wagepoint

Wagepoint helps you generate consistent revenue for your accounting or bookkeeping firm with simple payroll software that’s easy to use and recommend.

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