We are pleased to accept appointment as your Tax Agent. Taxpro will act in your best interest at all times and provide the highest level of professional service. This document sets out the terms of the engagement. Any additions will be by the written agreement of both parties.
As your Tax Agent Taxpro:
a) analyse, discuss and make recommendations regarding your tax return; and
b) prepare and lodge all tax returns and all future returns until and if you decide to switch to another Accountant.
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 Taxpro with all information that would be reasonably expected will be necessary to allow Taxpro to perform work contemplated under the engagement within a timely manner or as requested. This includes providing accurate and complete responses to questions asked of the client by the practitioner. Inaccurate, incomplete or late information could have a material effect on services and or conclusions.
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/me. You are responsible for compliance with the substantiation provisions of the Income Tax Assessment Act. Taxpro 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 Taxpro 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 Taxpro is not responsible and will not accept liability if the Australian Taxation Office determines an outcome which is different than that lodged.
Client’s rights and obligations under the taxation laws
Taxpayers have certain rights under Australian taxation laws, including the right to seek a private ruling from the Australian Taxation Office (ATO) or to appeal or object against a decision made by the Commissioner. Taxpayers also have certain obligations under Australian taxation laws, such as the obligation to keep proper records and the obligation to lodge returns by the due date. Taxpro must keep you informed of any specific rights and obligations that may arise under Australian taxation laws.
Previous Returns
Taxpro 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 Institute of Public Accountants, 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.
Tax Practitioners obligation to comply with the law
Taxpro 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 me/us to act in a manner that may be contrary to your directions. For example, Taxpro could not lodge an income tax return that Taxpro believe to be false in a material respect.
Fees
The fee arrangement is based on the expected amount of time and the level of staff required to complete the services. If you require a fee estimate prior to commencement of your work, please contact our office. Our payment terms are strictly COD (cash on delivery). Accounts that are left unsettled will be referred to our debt collection agency and you may be up for 50% of the original invoice amount in collection costs.
You are engaging Taxpro Australia to prepare and lodge all tax returns for the year ending: —Please choose an option—20142015201620172018201920202021
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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.
I (taxpayer) hereby acknowledge that I have received a full copy of this letter of engagement.
I (taxpayer) hereby acknowledge that no changes have been made to the standard letter of engagement, otherwise please provide details below.
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