• Tell us about yourself

     


  •
  • Date of Birth*
     / /
  • How did you hear about us?*

  • Terrific! Would you tell us who?
    We would love to send them a thank you gift.

  • SCHEDULE OF SERVICES — INDIVIDUAL

     Please select the services you require

     

  • Preparation and lodgement of your individual income tax return with the ATO, including:

    - Review of income from all sources provided by you (salary, wages, interest, dividends)
    - Claiming of allowable deductions based on information you provide
    - Application of applicable offsets and rebates
    - Calculation of your tax liability or refund
    - Review of ATO assessment once issued

     

  • ADD-ON SERVICES (charged in addition to your base fee)
  • TAX PLANNING
  • ATO SUPPORT
  • STANDALONE REGISTRATIONS

  • NOT INCLUDED IN THIS ENGAGEMENT

    - Audit or assurance services
    - Legal advice
    - Financial planning or investment advice
    - Services not listed above or agreed in writing

    All services are subject to receipt of complete and accurate information. We will advise you before commencing any work outside the agreed scope.

  •  ACCEPTANCE

  • I would like a fee estimate before proceeding

  • TERMS OF ENGAGEMENT

  • Your acceptance is recorded electronically via this form. By ticking the acceptance checkbox and submitting this form, you confirm that:

    - You have read and understood these Terms of Engagement
    - You agree to be bound by them
    - You have the authority to bind the entity on whose behalf you are engaging us (if applicable)

    The scope of services is as selected in this form. The timestamped form submission constitutes the executed engagement record for both parties.

  • Date
     / /

  • Cube Accounting Pty Ltd | ABN 66 155 620 054 | TPB Registration 19856001
    62 Beaumont Parkway, Success WA 6164


    Liability limited by a scheme approved under Professional Standards Legislation

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