OnboardMe comes with ready-made eForm templates for common client requests: year-end checklists, tax return information, payroll changes, entity setup and more. You get the set written for your country and industry, with local terms and forms (for example BAS in Australia, GST in New Zealand, VAT in the UK and South Africa).
You can send them as they are, or change any of them to suit your business.
Why it helps
Send a complete, well-structured request in a couple of clicks instead of writing one from scratch.
Clients only see the questions that apply to them, because follow-up questions appear based on their answers.
Client details such as name, email and tax numbers fill in automatically where we already hold them.
Templates are grouped into categories, so the right one is easy to find.
Which templates you see
The templates and categories you see depend on the industry and country set for your business. A business in New Zealand sees the New Zealand templates, a UK business sees the UK templates, and so on. Templates for other countries never show in your list.
If you save your own template with the same name as one of ours, yours is used instead.
Find and send a template
Open eForms from the menu and click New eForm.
Pick a category on the left, or type in Search all templates.
Click a template to open it, choose the client, then save or send it as usual.
You can also browse them on the eForm Templates page, where the Category filter narrows the list.
Change a template
Open one of our templates on the eForm Templates page, make your changes and save. OnboardMe saves it as your own copy, and your copy replaces ours for your business. Our original is never changed, so other businesses are not affected.
To stop using one of our templates, mark it as inactive. It disappears from your list but stays available under Show Inactive.
Hide categories you don't use
On the eForm Templates page, click Categories.
Under OnboardMe categories, click Hide next to any category you don't need.
Click Done.
The templates in a hidden category are hidden too. Click Show to bring them back. You can also add Your categories to group your own templates.
Accounting & Bookkeeping: Australia
Category | Template | What it's for |
|---|---|---|
Tax returns & schedules | Personal Income Tax Checklist | Everything needed for an individual tax return |
Rental Property Schedule | Income and expenses for each rental property | |
Capital Gains Events | Shares, crypto or property sold or disposed of during the year | |
FBT Questionnaire | Benefits provided to employees for the FBT year (1 April to 31 March) | |
Year-end & accounts | Business Year-End Checklist | Records and answers for year-end financial statements and the tax return |
BAS, GST & bookkeeping | BAS Information Request | Details for preparing and lodging a BAS |
Bookkeeping Setup & Access | Business details and system access to start bookkeeping | |
Payroll & HR | New Employee Details | A new employee's personal, tax, super and bank details |
Employee Termination | Final pay details for an employee who is leaving | |
Trusts & SMSF | Trust Distribution Instructions | How trust income should be distributed before 30 June |
SMSF Annual Compliance Checklist | Statements and records for the fund's accounts, tax return and audit | |
Entity setup & changes | New Company Setup | Directors, shareholders and details to register a company |
New Trust Setup | Details to establish a new trust | |
New SMSF – Individual Trustee | Details to set up an SMSF with individual trustees | |
Individual Trustee Checklist | Details for each individual trustee | |
Company Changes Request | Changes to directors, shares, addresses or name for ASIC | |
Business Registration Request | ABN, GST, PAYG and business name registrations | |
Planning & advisory | EOFY Tax Planning Questionnaire | Decisions that can still affect this year's tax before 30 June |
Division 7A Loan Review | Loans and payments from a private company to shareholders | |
Client admin | Tax Agent Appointment | Appointing your business as the client's tax agent |
ATO Communication Preferences | Where the client's ATO letters should go | |
Change of Details | Updated contact, address, bank or name details | |
Client Feedback Survey | A short survey about working with you | |
Practice management | Staff Exit Checklist | Internal checklist for when a team member leaves (not sent to clients) |
Accounting & Bookkeeping: New Zealand
Category | Template | What it's for |
|---|---|---|
Tax returns & schedules | Personal Income Tax Checklist - New Zealand | Everything needed for an individual income tax return |
Rental Property Schedule - New Zealand | Income and expenses for each rental property | |
Property & Investment Sales - New Zealand | Property sold (including the bright-line test), shares, crypto and overseas investments | |
FBT Questionnaire - New Zealand | Fringe benefits provided to employees and shareholder-employees | |
Year-end & accounts | Business Year-End Checklist - New Zealand | Records and answers for year-end financial statements and the income tax return |
GST & bookkeeping | GST Return Information Request - New Zealand | Details for preparing and filing a GST return |
Bookkeeping Setup & Access - New Zealand | Business details and system access to start bookkeeping | |
Payroll & HR | New Employee Details - New Zealand | A new employee's personal, tax code, KiwiSaver and bank details |
Employee Termination - New Zealand | Final pay details for an employee who is leaving | |
Trusts | Trust Annual Disclosure - New Zealand | Settlements, distributions and beneficiaries Inland Revenue asks for with the trust return |
Trust Distribution Instructions - New Zealand | How trust income should be distributed to beneficiaries | |
Entity setup & changes | New Company Setup - New Zealand | Directors, shareholders and details to register a company |
New Trust Setup - New Zealand | Details to establish a new trust | |
Individual Trustee Checklist - New Zealand | Details for each individual trustee | |
Company Changes Request - New Zealand | Changes to directors, shares, addresses or name for the Companies Office | |
New Business Registration - New Zealand | IRD number, GST, employer and NZBN registrations | |
Planning & advisory | Year-End Tax Planning - New Zealand | Decisions that can still affect this year's tax before balance date |
Shareholder Current Account Review - New Zealand | Overdrawn shareholder current accounts, salaries and drawings | |
Client admin | Tax Agent Authority - New Zealand | Authorising your business as the client's tax agent with Inland Revenue |
Change of Details - New Zealand | Updated contact, address, bank or name details | |
Client Feedback Survey - New Zealand | A short survey about working with you | |
Practice management | Staff Exit Checklist - New Zealand | Internal checklist for when a team member leaves (not sent to clients) |
Accounting & Bookkeeping: United Kingdom
Category | Template | What it's for |
|---|---|---|
Tax returns & schedules | Personal Income Tax Checklist - UK | Everything needed for a Self Assessment tax return |
Rental Property Schedule - UK | Property income and expenses for each let property | |
Capital Gains Events - UK | Shares, crypto or property sold, including UK property reporting | |
P11D Benefits Questionnaire - UK | Benefits in kind provided to employees and directors | |
Year-end & accounts | Business Year-End Checklist - UK | Records and answers for year-end accounts and the tax return |
VAT & bookkeeping | VAT Return Information Request - UK | Details for preparing and filing a VAT return under Making Tax Digital |
Bookkeeping Setup & Access - UK | Business details and system access to start bookkeeping | |
Payroll & HR | New Employee Details - UK | Starter checklist, National Insurance, student loan, pension and bank details |
Employee Termination - UK | Final pay, holiday pay and P45 details for an employee who is leaving | |
Trusts | Trust Annual Return - UK | Income, distributions and Trust Registration Service details for the trust return |
Entity setup & changes | New Company Setup - UK | Directors, people with significant control and shareholders to incorporate a company |
New Trust Setup - UK | Settlor, trustees, beneficiaries and assets for a new trust | |
Company Changes Request - UK | Changes to officers, people with significant control, shares or address for Companies House | |
New Business Registration - UK | Self Assessment, partnership, VAT and PAYE registrations | |
Planning & advisory | Year-End Tax Planning - UK | Decisions that can still affect this year's tax before 5 April or the company year-end |
Director's Loan Account Review - UK | Money owed between directors and the company | |
Client admin | Tax Agent Authority - UK | Authorising your business as the client's agent with HMRC |
Change of Details - UK | Updated contact, address, bank or name details | |
Client Feedback Survey - UK | A short survey about working with you | |
Practice management | Staff Exit Checklist - UK | Internal checklist for when a team member leaves (not sent to clients) |
Accounting & Bookkeeping: South Africa
Category | Template | What it's for |
|---|---|---|
Tax returns & schedules | Personal Income Tax Checklist - South Africa | Everything needed for an individual income tax return |
Rental Property Schedule - South Africa | Income and expenses for each rental property | |
Capital Gains Events - South Africa | Shares, crypto or property sold or disposed of during the year | |
Provisional Tax Information Request - South Africa | Estimates and details for provisional tax (IRP6) payments | |
Year-end & accounts | Business Year-End Checklist - South Africa | Records and answers for annual financial statements and the tax return |
VAT & bookkeeping | VAT Return Information Request - South Africa | Details for preparing and submitting a VAT201 return |
Bookkeeping Setup & Access - South Africa | Business details and system access to start bookkeeping | |
Payroll & HR | New Employee Details - South Africa | A new employee's personal, tax, UIF, benefits and bank details |
Employee Termination - South Africa | Final pay, leave pay and UIF details for an employee who is leaving | |
Trusts | Trust Annual Return - South Africa | Income, distributions and beneficiaries for the trust return |
Trust Distribution Instructions - South Africa | How trust income should be distributed before year-end | |
Entity setup & changes | New Company Setup - South Africa | Directors, shareholders and details to register a company |
New Trust Setup - South Africa | Details to establish a new trust | |
Individual Trustee Checklist - South Africa | Details for each individual trustee | |
Company Changes Request - South Africa | Changes to directors, address, name or shares for CIPC | |
New Business Registration - South Africa | SARS income tax, VAT and employer registrations | |
Planning & advisory | Year-End Tax Planning - South Africa | Decisions that can still affect this year's tax before the end of February |
Shareholder Loan Review - South Africa | Loans between the company or trust and shareholders or connected people | |
Client admin | Tax Practitioner Mandate - South Africa | Authorising your business to act for the client with SARS |
Change of Details - South Africa | Updated contact, address, bank or name details | |
Client Feedback Survey - South Africa | A short survey about working with you | |
Practice management | Staff Exit Checklist - South Africa | Internal checklist for when a team member leaves (not sent to clients) |
General
Businesses in the General industry get a new client details form for their country, in the Client admin category:
Country | Template |
|---|---|
Australia | New Client Details - Australia |
New Zealand | New Client Details - New Zealand |
United Kingdom | New Client Details - United Kingdom |
South Africa | New Client Details - South Africa |
Digital Marketing & Advertising businesses don't have included templates yet. You can create your own on the eForm Templates page.
Tip: Templates mention rules and deadlines in general terms. Check any wording against your own advice before sending, and change the template if your business works differently.
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