Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
All templates

Operate template

Payroll-to-ledger checklist

The record path from the payroll provider through the ledger and close.

Operate template

Template fields

How to use it

The record path from the payroll provider through the ledger and close.

Complete after every pay run. Payroll liabilities and corrections are traced before the run is considered closed for accounting purposes.

Per pay run

Payroll-to-ledger checklist — Per pay run
Provider reportPay-run recordJournalPayroll liabilitiesCorrection stateReconciliationClose impactStatus