Workflow Template Library

Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.

  • Canada
  • Payroll

Sending monthly PD7A's

A simple monthly workflow for sending clients their PD7A's.

For your clients with employees, assign this monthly workflow template to remind you to send out their PD7A's .

This workflow can be used on it's own or amended to the end of a payroll workflow template.