Dear Client,

Engagement as your tax agent for an individual income tax return

 
Thank you for instructions on {todayDate}. We are pleased to accept an appointment as your tax agent for your 2025 (We are pleased to accept an appointment as your tax agent for your 2025 and outstanding years tax returns if require.) and outstanding years tax returns if require.

 
At the outset, we need to enter into an agreement with you setting out the terms on which we will assist you, including how we will charge you for the work.

 
This letter and the enclosed Terms of Business set out the terms of the engagement. Any additions will be by the written agreement of both parties. Please read this letter and the Terms of Business carefully. If the terms are acceptable to you, please sign and return this letter to us. If you do not return a signed copy of this letter, but continue to provide us with information and instructions, we will assume that you have accepted the terms contained in this letter.

 
Scope of services

 
As your tax agent we will prepare and lodge your individual income tax return for 2025 (As your tax agent we will prepare and lodge your individual income tax return for 2024 and outstanding years tax returns) and outstanding years tax returns (“the Services”).

 
In addition to the financial information required to complete your tax return, it is expected that you will make available all relevant source documentation to us.

 
In preparing your individual tax return we will rely on the documents and information provided, and representations made by you.

Matters outside the scope of services

 
In performing the Services, we will not perform an audit or review. Accordingly, no assurances are made in this regard. This engagement cannot be relied upon to disclose irregularities including fraud, other illegal acts and errors that may exist. However, we will inform you of any such matters that come to our attention.

 
Deduction of professional fees from your tax refund

 
It is agreed that fees for the Services will be deducted directly from any tax refund you receive. In accordance with the requirements of the Northern Accountants Pty Ltd, your refund will be deposited into our Trust Account with our professional fees deducted and the balance of the funds forwarded to you as agreed.

Income

Expenses

Family Detail

Please note that if you have a debt with Australian Taxation Office, Centrelink or Child Support agency, we are unable to process a  Fee From Refund service in preparing your income tax return, thus, payment is required before lodging your tax return.

Privacy Policy

Part A - Acknowledgement & Lodgment Declaration

Client: I, {first_name} {last_name} 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.

Declaration

I declare that:

• the information provided to my registered tax agent for the preparation of this tax return, including any applicable schedules is true and correct, and
• the agent is authorised to lodge this tax return.

Important: The tax law imposes heavy penalties for giving false or misleading information.

Part B - Electronic funds transfer consent

This declaration is to be completed when an electronic funds transfer (EFT) of a refund is requested and the tax return is being lodged through an approved ATO electronic lodgment channel .

The declaration must be signed by the taxpayer prior to the EFT details being transmitted to the Tax Office. If you elect for an EFT, all details below must be completed.

Important: Care should be taken when completing EFT details as the payment of any refund will be made to the account specified.

I authorise the refund to be deposited directly to the specified account as above.