[AU Core] Year-End Payroll Finalisation icon

[AU Core] Year-End Payroll Finalisation

Download your free [AU Core] Year-End Payroll Finalisation template to personalize and use in your bookkeeping or accounting firm.

A preview of the '[AU Core] Year-End Payroll Finalisation' template[AU Core] Year-End Payroll FinalisationPrep3 AutomatorsCheck STP Standing Authority is current. Update if requiredCompletedLast payrun of the payroll year is completedCompletedPayroll Clearing and any Electronic Clearing accounts are reconciledCompletedEmployee details are up to date - DOB, TFN, address, termination date (if applicable)CompletedReconcile payroll totals from wages file against Profit & Loss and Payroll Liabilities (Balance Sheet) reportsCompletedFinalise5 AutomatorsCreate Finalisation Event per pay schedule as required in respective payroll platformReady To StartDue Today

This template provides a structured workflow for finalising year-end payroll obligations for Australian clients.

It includes tasks for reconciling payroll data, preparing final pay runs, reviewing year-to-date figures, submitting finalisation declarations through STP, and issuing income statements to employees.

Client Request tasks are used to confirm payroll details and request any final changes.

Work is assigned to payroll specialists and reviewed before lodgement, with automation to progress tasks and update statuses.

This template is fully customisable to fit your firm’s year-end payroll process.

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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Download your [AU Core] Year-End Payroll Finalisation template now.

  • .XLSX File

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

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