Online Tax (2024)

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 2024 (We are pleased to accept an appointment as your tax agent for your 2024 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 2024 (As your tax agent we will prepare and lodge your individual income tax return for 2023 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.
Date

DayMonthYear
Date

First Name*
Family Name*
Date of Birth*

DayMonthYear
Tax File Number*
Current Photo ID (Front)*

Cancelof
Your current address
Unit*
Street*
Suburb*
State*
Postcode*
How long are you living current address? (Years)
Your Postal Address same as above?*

YesNo
Your postal address
Unit
Street*
Suburb*
State*
Postcode*
Mobile Phone*
Please enter a valid phone number.
Email Address*
Occupation*
Income
Number of Jobs
Have you received income/payment from Centrelink?*

YesNo
Bank Interest Income
Have you received Dividends Income?*

YesNo
Amount*
Description*
Income from Partnership and Trusts Income?*

YesNo
Amount*
Description*
Income from Foreign Source and Foreign assets or property *

YesNo
Amount*
Description *
Income From Investment property? *

YesNo
Rental Property Schedule
Address of Rental Property
Unit
Street*
Suburb*
State*
Postcode*
Date property first earned rental income

DayMonthYear
Date
Number of weeks property was rented this year
Private Use %
Rental Property on Joint Name *

YesNo
Income
Gross Rental Income
Other Rental Income
Gross Rent
Expenses
Advertising For Tenant
Body Corporate Fee
Borrowing Expenses
Cleaning
Council Rates
Gardening/Lawn Mowing
Pool Cleaning/Maintenance
Insurance
Interest on Loans
Land Tax
Pest Control
Property Agent Fees
Postage & Stationery
Water Charges
Repair & Maintenance
Capital Works - Building W/off
Capital Allowance (Depreciation)
Sundry Rental Expenses
Total Expenses
Net Rent
Other Repair & maintenance for More than $300
Please attach Loan Statement

Cancelof
Please attach Real Estate Agent Report

Cancelof
Please attach Quantity surveyor report

Cancelof
Business Income? *

YesNo
Nature of Business
Income
Expenses
Expenses
Have you made donation for last financial year? *

YesNo
Amount*
How much did you pay to prepare your tax return last financial year?
Have you been using your car for any work-related travel?*

YesNo
How many Kms for last financial year?
Travel between two or more related workplacesTravel because you had a shifting place of workTravel whilst carrying bulky equipmentBusiness trip on the way to workTravel for other work purposes
Have you been incurred Work Related Travel Expenses?*

YesNo

Amount

	Amount
Interstate Travel
Overseas Travel
Toll / Parking
Other

Work Related Uniforms Expenses

	Amount
Laundry amount (amount must not exceed $150)
Work Uniform
Safety boots / Non Slip Shoes
Dry Cleaning
Uniform Alteration
Sunglasses (Only for Outdoor Work)
Hat, Cap, Sun lotion

Amount
Have you been incurred Work Related self-education expenses? *

YesNo
Name of Course*
Institution*
How does the course relate to this Taxpayer's work activities?

K There is a direct connection between the self-education and the taxpayer's current work activities because the study maintains or improves a skill or specific knowledge required for their current work activitiesI There is a direct connection between the self-education and the taxpayer's current work activities because they can show that the study leads to, or is likely to lead to, increased income from their current work activitiesO Other circumstances where there is a direct connection between the taxpayer's self-education and their current work activities.
Full Time*

YesNo
Category of Expenses
Course Fees
Textbooks
Stationery & Printing
Study App
Journal and Periodicals
Car Expenses km x $0.78
Amount
Other Travel (E.g. Flights /taxi/ Hotel)
Home Study hours for Financial year x $0.67)
Amount
Other Expense
Amount
Furniture & Equipment purchase for Self -Education
Capital Items
Date

DayMonthYear
Date
Amount
Item
Date

DayMonthYear
Date
Amount
Item
Date

DayMonthYear
Date
Amount

Other Work Related Expenses

	Amount
Mobile Apps
Criminal History Check
Desk / Chair
First Aid / CPR
Police Check
Printing & Stationery
Registration Fees
Seminars
Short Courses - work Related
Subscriptions
Tools & Equipment
Union Fees
Working with Children Check
Water Bottle / Esky

Mobile Phone Bill (total yearly)
Private %
Amount
Internet (total yearly)
Private %
Amount
Home Office - total hours for Financial year x $0.67)
Amount
Other Expenses
Description
Amount
Description
Amount
Description
Amount
Description
Amount
Description
Amount
Total Expenses
Family Detail
Do you have a Partner/spouse? *

YesNo
If Yes, Family Name*
Name*
Date of Birth*

DayMonthYear
Spouse Income for 2022 financial Year $*
Do you have Children?*

YesNo
If yes,*

Account Name*
BSB Number*
Account Number*
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.
Do you want deduct to tax preparation fee from refund?

YesNo
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.
Signature*

Clear
Date

DayMonthYear
Date
AUTHORITY TO RECEIVE FEE FROM REFUND (FFR) SERVICE

I authorise Northern Accountants to direct the Australian Taxation Office (ATO) to deposit my tax refund into Northern Accountants Pty Ltd Trust account and deduct their tax return preparation fee from my estimated refund.

A standard tax preparation amounting to $139.00 per year plus $30.00 as a Fee From Refund and the balance remaining after deduction of the above fees is to be deposited to my above nominated bank account.

I confirm that I am responsible for providing correct information and that incorrect information may cause delays in receiving my estimated refund funds.

By signing this form, you authorised Northern Accountants Pty Ltd trading as Northern Accountants as a registered taxation agent 2589 6347 to act as your legal representative with the ATO to complete and lodge electronically.
Accountant Fee Estimation
Standard Tax Return per Year
Rental Property Schedule
Self- Education Schedule
Fee From Refund
Total Fee

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.
Agent's reference number*
Account Name*
BSB Number*
Account Number*
I authorise the refund to be deposited directly to the specified account as above.
First Name*
Last Name*
Signature*

Clear
Date

DayMonthYear
Date
Should be Empty:

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

Your current address

Your postal address

Income

Rental Property Schedule

Address of Rental Property

Income

Expenses

Expenses

Category of Expenses

Furniture & Equipment purchase for Self -Education

Other Expenses

Family Detail

Privacy Policy

Part A - Acknowledgement & Lodgment Declaration

Accountant Fee Estimation

Part B - Electronic funds transfer consent