Resources

Below is a list of common documents that we send clients to complete. We prefer you fill 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 also provided PDF versions for manual completion by hand, if preferred.

  • Business Checklist                                docx | pdf
  • New Employee Checklist                     docx | pdf
  • Travel / Meals Expense Reimbursement  xlsx

  • Personal Tax return checklist   docx | pdf
  • Home Office Expenses              docx | pdf
  • Motor Vehicle Expenses            docx | pdf