The terms here sets out the terms under which we provide accounting and taxation services to you. By sending us information, instructing us to act, or continuing to use our services, you agree to these terms.
These terms apply to all current and future services unless we agree otherwise in writing. Our aim is to provide clear, practical and reliable assistance with your tax and accounting obligations.
2. Services we provide
We may assist you with services including:
- preparation of income tax returns - BAS and GST reporting - preparation of financial statements - ATO correspondence - business accounting support - tax compliance and general tax guidance
If you request additional services outside normal compliance work (for example structuring advice, valuations, forecasts or specialist matters) we may confirm a separate scope of work.
3. Nature and limitations of our services
Our work is prepared from information supplied by you.
We do not audit, verify or independently check the accuracy of records provided. Accordingly:
- our work is not an audit - we do not certify records as correct - we cannot guarantee detection of fraud or irregularities
Taxation is based on a self-assessment system. You remain responsible for the accuracy of information lodged with the Australian Taxation Office.
You must carefully review documents before approving lodgement.
4. Your responsibilities
You agree to:
- provide complete and accurate information - keep supporting documentation and records - inform us of relevant changes - review all documents before approval - pay tax liabilities by due dates
Delays in providing information may result in missed deadlines, penalties or interest for which we are not responsible.
5. Electronic lodgement authority
When you approve a return or form (including by email or portal confirmation), you authorise us to lodge it electronically on your behalf.
Electronic approval is treated the same as a signed declaration.
6. Reliance on advice
Any advice we provide is based on:
- the information supplied by you - the law as it exists at the time - your stated circumstances
It is provided for your use only and should not be relied upon by third parties without our written consent.
7. Changes in law
Tax law changes regularly and may apply retrospectively. Unless specifically engaged to monitor ongoing changes, we are not responsible for updating advice previously provided.
8. Fees
Our fees are determined based on the anticipated time required and the level of staff necessary to complete the agreed taxation services. The fee estimate may vary depending on the specific circumstances of the engagement.
As it is often difficult to precisely predict the time involved, our standard practice is to charge on a time-spent basis.
Accordingly, invoices will be issued in accordance with our firm’s time-based billing policy as follows:
Principal Accountant $330 per hour Senior Accountant $220 per hour Accountant $110 per hour Bookkeeper $88 per hour
We recognise that applying the above hourly rates may result in higher costs for many clients, particularly for individual income tax returns. Accordingly, for your benefit, we apply capped fees for the preparation and lodgement of individual income tax returns at the following rates:
Base Individual Tax Return $275 Rental Schedule - Additional $235 Motor Vehicle Logbook - Additional $135 Managed Investments Shares - Additional $135 Sole Trader Business - $880 Business Activity Statement (BAS) - $440 Bookkeeping and Processing - $88 per hour
All our pricing is inclusive of GST.
9. Confidentiality and privacy
We keep your information confidential and only disclose it:
- with your consent - where required by law - to government authorities as required for lodgement
We may use secure cloud software providers to process your information.
10. Ownership of documents
Final documents belong to you.
Our working papers remain our property, however copies will be provided upon request.
11. Limitation of liability
To the extent permitted by law, we are not liable for loss arising from:
- incomplete or incorrect information supplied to us - failure to act on advice - decisions made without seeking advice specific to your situation
12. Ending our engagement
Either party may end the engagement at any time.
We may cease acting where:
- fees remain unpaid - information provided is misleading - legal obligations require withdrawal
All work completed to that date remains payable.
13. Acceptance
Providing records, giving instructions, or continuing to use our services confirms your acceptance of these Terms of Engagement.
