With tax time upon us, we wanted to let our individual clients know about a new step we’re introducing this financial year: you’ll now be asked to sign an engagement letter before we begin preparing your Individual Tax Return (ITR).
In the past, this hasn’t been a formal requirement — but from this year onward, we’re making it part of our standard process. This change isn’t about red tape — it’s about clarity, compliance, and convenience.
So why the change?
Firstly, we’re committed to keeping in line with best practice under the Tax Agent Services Act 2009 (TASA). One of the key principles of TASA is ensuring that clients are fully informed and have clearly agreed to the services being provided, the terms of the engagement, and the associated costs.
Secondly, it helps to set expectations on both sides. By reviewing and signing the engagement, you’ll have full visibility over:
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The services we’re providing (e.g. preparation and lodgment of your ITR)
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The fee associated with the work
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Our standard terms and conditions
This not only provides transparency, it also protects you as the client.
How it works
Engagement letters are sent through our online proposal system, making the process quick and easy. You’ll receive an email with a secure link to review your proposal — and from there, you can:
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View the scope of work and pricing
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Read our terms
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Enter your payment details securely
We’ll only deduct payment after your return has been completed, and you’ll receive a copy of the invoice for your records. Our payment system is 100% secure and encrypted, so your information is always protected.
Why payment details?
Including payment details upfront streamlines the process — no need for separate payment emails or delays once your tax return is finalised.
Questions?
We understand this is a new step for many of our clients, and we’re here to help if you have any questions or concerns. Please feel free to contact our team if you’d like to know more about how this change affects you.
We appreciate your continued trust and look forward to supporting you again this tax season — now with a little more structure and a lot more convenience.
