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Confirming our recent discussions we are pleased to accept appointment as your Tax Agent for company individual tax return. We will act in
your best interest at all times and provide the highest level of professional service. Any additions will be by the written agreement
of both parties.
As your Tax Agent we will:
a) analyse, discuss and make recommendations regarding your tax return; and
b) prepare and lodge your tax return for the year as discussed
In addition to the financial information required to complete these tax returns, it is expected that all relevant source documentation will be
made available to us. You are responsible for compliance with the substantiation provisions of the Income Tax Assessment Act. We will not be responsible for any errors brought about by your failure to provide information or documentation later found to be material to your tax affairs. You are responsible for the timely provision of information and we will not be responsible for any late lodgement or other fees and fines brought about by your failure to act in a timely manner.
Please note that any refund is an estimate only and we are not responsible and will not accept liability if the Australian Taxation Office
determines an outcome which is different than that lodged.
Professional Fees and Payments Please refer to our fee schedule. Estimates are not quotes and are not binding on us. Unless otherwise agreed, payment terms are strictly
in advance or immediately on completion of work.
Client’s disclosure and record keeping obligations
You are required by law to keep full and accurate records relating to your tax affairs. It is your obligation to provide us with all information that would be reasonably expected/will be necessary to allow us to perform work contemplated under the engagement within a timely manner or as requested.
Tax Practitioners obligation to comply with the law
We have a duty to act in our client’s best interests. However, the duty to act in our client’s best interests is subject to an overriding obligation to comply with the law, even if that may require us to act in a manner that may be contrary to your directions. For example, we could not lodge an income tax return that we believe to be false in a material respect.
Previous Returns
We have not been engaged to review the accuracy of any previous returns lodged by you or by a previous Tax Agent.
Quality Review
As a member of the CPA, Australia as Principal I am subject to periodic Professional Practice Quality Assurance reviews. Unless otherwise advised, you are consenting to your files being part of such a quality review. This review is of our client records and not of
you as a client and you have full assurances that complete confidentiality will be maintained throughout.
Acknowledgement and Confirmation
I (Taxpayer) hereby acknowledge and accept the terms of this engagement and agree to be liable for all fees for services performed in accordance with this agreement.