There are lots of documents that we send clients to complete. Here are the most common:
| Annual Business Checklist | CA: docx | pdf |
| Annual Personal Checklist | CA: Online form | 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.
