Australian Individual Income Tax Services – Engagement Information

We are pleased to engage with you to provide Australian tax services. The Engagement Information that follows, and the associated Terms of Business, forms the agreement between us. The Engagement Letter email needs to be accepted by you within 2 weeks of the date on the email.

The services

You have requested provision of the services set out in the “Anticipated Services” section of the Engagement Letter email. The purpose of the services is to satisfy your compliance obligations.

Your responsibilities

We will write to and accept instructions from you or your designated contact.

You will be our primary contact when delivering the services on the basis that you are the person with the knowledge, experience and ability to make decisions in relation to the services and our recommendations. You may designate an alternative person as the primary contact by providing us with their contact details via email.


To enable us to prepare your tax returns, we shall write to you requesting the information we require. To assist you in providing your tax data, we will give you access to a tax data organizer. It is mandatory that this organizer is completed and returned to us electronically. Where you do not answer a question in the affirmative, or leave a question unanswered, we will assume it does not pertain to your situation.

The tax returns must be filed and tax should be paid by fixed dates. Penalties will be incurred if a tax return is filed late and interest will be payable on tax unpaid or late. Accordingly it is essential that we have all of the necessary information to prepare the tax returns in sufficient time to complete the tax returns. You agree that we shall have no responsibility for delays or your liabilities, including interest and penalties and additional tax liabilities, caused or materially contributed to by:

  • The supply to us of inaccurate or incomplete information; 
  • The failure to supply us with the information we need within a reasonable time of our requesting that information; or 
  • Failure by you to follow our instructions. 

Timetable and duration

We will commence preparation of the services when you provide us with your completed tax data organizer, and any other data required in order to fully satisfy your tax filing and informational reporting requirements.

Upon receipt of your tax data and confirmation, either explicit or implied, that all tax documentation required to prepare a complete and accurate tax return has been provided to us, we will prepare and deliver your tax return(s) within four weeks. This is an estimate in advance of starting work and we will let you know if this will change.


If you are on our lodgment program by October 31, your returns will generally be due by March 31 or May 15 depending on your level of income and historical tax owed. There are some instances where extensions of time to lodge are not available and this generally relates to having not lodged your prior year returns on a timely basis.

Approval of tax returns

Your tax return will be submitted to you for review, approval and signature, enabling you to provide us with a signed electronic lodgment declaration, which enables us to lodge your tax return with the Australian Tax Office (ATO).

This is required as you are ultimately responsible for the accuracy and completeness of your tax return. It is therefore very important that you understand and agree the content of the tax return and any computations before they are submitted, as you will be better placed than us to identify any omissions of relevant matters and to judge the accuracy and adequacy of the various descriptions and analyses.


The ATO will issue Notices of Assessment in respect of the tax returns prepared by us. Where they are issued, and on any occasion where the tax authorities make any amendment to your tax return, we will check those amendments and respond on your behalf to any which appear to be incorrect on the basis of the information with which we have been provided. In all other instances, we will agree the fee with you before we do any work relating to the notice.

The ATO also sends other communications, which may include PAYG instalment notices, activity statements and information showing how your taxes have been allocated to key categories of Australian government expenditure. We recommend that you link your myGov account ( to the ATO to ensure you receive all ATO related communications electronically as our scope of services only includes checking your Notice of Assessment against that tax return we prepared for accuracy.

We will use your address as the postal address on your tax return which means that you will receive your ATO communications either via your myGov account (if you have it linked) or in the mail. We do not receive your ATO correspondence in the mail.

Tax payments

We will calculate and advise you of the tax due or refundable when your tax returns are sent to you for review and signature. After your tax return has been processed by the ATO, your Notice of Assessment will indicate the payable or refund position. If you elect to pay by check, the check should be made payable to the appropriate third party, for example the ATO. We do not handle checks and we will return any checks to you at your own expense. This could cause delays in the payment of taxes owed, which may lead to additional interest and penalties, for which we will not be responsible.

Individual tax advisory services

We are available to provide additional individual tax advisory services outside the scope of the preparation of the tax return throughout the year. We will carry out such work on the basis set out in the associated Terms of Business and depending on the nature and complexity of the advice needed, an additional fee may be payable. If this is the case, we will agree the fee with you before we do any work.


Our advice will be based on the law, regulations and guidance applying at the date the services are provided. After our advice is delivered, we are not under any obligation to inform you of subsequent changes in law, regulations or guidance, and the advice will not be updated to reflect any subsequent changes in law, regulations or guidance.