Individual Engagement Letter

Office*

TFN (tax file number)*

I (Name)*

(Family Name)*

Date of Birth*

DayMonthYear

Current Address*

Suburb*

State*

Postcode*

Postal Address (If not same as above)

Suburb

State

Postcode

Mobile Number*

Email Address*

example@example.com

Account Name*

BSB*

Account Number*

Hereby appoint Northern Accountants as my legal representative with the Australian Taxation Office and ask them to complete the appropriate forms to reflect the below appointments.

Income tax matters*

YesNo

BAS/GST matters*

YesNo

CLIENTS Account Keeping Fee (NB ONLY applies if you do not pay your fees as agreed):
We, the parties named in the schedule below agree that on top of any fees outlined in the Schedule above (attached), that should our account with Northern Accountants remain outstanding for a period of more than 30 days from the date of invoice that Northern Accountants may (at their sole discretion) charge an additional account keeping fee of up to $275 that we will be bound to pay. Furthermore, we acknowledge that Northern Accountants fees are due to be paid regardless of the fact that we may choose to not proceed in full with their service (For example If we are un-happy with the work performed and do not want the return lodged / finished) subject to Northern Accountant’s refund policy as published in their front office.

Acknowledgment of terms of engagement
We, the parties named in the Schedule, confirm that we understand and agree to your terms of engagement and appoint Northern Accountant as our tax agent.

Name*

Signature*

Bank Details