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Payroll & pension templates


These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services.

This package includes:

  • Payroll software set-up
  • Payroll software Connect set-up
  • Payroll software Connect set-up Finalisation
  • Payroll software Connect Employee set-up
  • NEST Scheme Set Up
  • Confirmation of fee
  • Information request
  • NEST Delegate Organisation invitation request
  • The Pension Regulator
  • Monthly process
  • Payroll software Data Entry Request
  • Payroll software Connect Payslip Approval Request
  • Finalisation
  • Finalisation for director only payrolls - NO PAYE TO PAY
  • Finalisation for director only payrolls - PAYE TO PAY
  • Payroll Amendments Post Finalisation
  • Payroll New Starter
  • Employer
  • Payroll Year End and New Year Start

Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.