Common Files
There are lots of documents that we send clients to complete. Here are the most common:
| Description | File Links |
|---|---|
| Annual Business Checklist | CA: docx pdf |
| Annual Personal Checklist | CA: docx pdf |
| Business Use of Home/Home Office | CA: docx pdf NZ: docx pdf |
| Motor Vehicle Expenses | CA: docx pdf |
| Mileage Log Book | xlxs |
| New Employee Checklist | CA: docx pdf NZ: docx pdf |
| Employee Termination Checklist | CA: docx pdf |
| Expense Reimbursement | CA: xlsx |
| Fuel Accounting Direct Debit/PAD Form | CA: pdf NZ: pdf |
| Getting Ready for your Year End Accounts (full list) | CA: pdf NZ: pdf |
We prefer that you use the docx (Microsoft Word) or xlsx (Microsoft Excel) formats for easy editing. Please complete the forms on your computer, save them, and email them to us. We have provided PDF versions of many forms for easy printing and completing by hand (should you need to go old-school).
Please note the different country versions of some of the forms. Please ensure you choose the correct country as forms have been tailored for each country.