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.