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.
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- 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.