Common Files

There are lots of documents that we send clients to complete.  Here are the most common:

DescriptionFile Links
Annual Business ChecklistCA: docx  pdf
Annual Personal ChecklistCA: docx  pdf
Business Use of Home/Home Office

CA: docx  pdf
NZ: docx  pdf

 

Motor Vehicle ExpensesCA: docx  pdf
Mileage Log Bookxlxs
New Employee ChecklistCA: docx  pdf
NZ: docx  pdf
Employee Termination ChecklistCA: docx  pdf
Expense ReimbursementCA: xlsx
Fuel Accounting Direct Debit/PAD Form

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.

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New Zealand (04) 831 1232
Canada & Rest of World
1-(647) 367-0876

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