Disclaimer
The information provided serves as a general example for engagement agreements with tax professionals within Australia. It is not legal advice and should not replace consultation with a qualified tax agent or legal expert. Regulations and requirements may vary across different regions, necessitating modifications to ensure compliance. The use of this template is solely at the user’s risk; we accept no liability for errors, omissions, or consequences resulting from its application without professional review.
Please note: This is a sample Tax Agent Engagement Letter template for Australia, provided for reference only. Actual terms should be tailored to specific agreements and current legal requirements.
Tax Agent Engagement Letter Sample – Australia
Parties Involved:
Tax Agent: ABC Tax Services Pty Ltd
Address: 123 Commerce Street, Sydney NSW 2000
Client: John Doe
Address: 456 Maple Avenue, Sydney NSW 2000
Scope of Services:
The Tax Agent agrees to provide tax advisory, preparation, and lodgment services for the client for the applicable financial year(s), in accordance with Australian tax laws.
Fees and Payment Terms:
The client shall pay the tax agent a fee of AUD 2,000, payable upon signing this agreement, with additional charges applicable for any extra services beyond the scope specified herein.
Agent Responsibilities:
The agent shall perform all services diligently, in accordance with the Australian Taxation Office (ATO) guidelines and professional standards, and shall keep the client informed of any significant developments.
Governing Law:
This engagement shall be governed by the laws of New South Wales, Australia. Disputes shall be resolved under the jurisdiction of the courts of New South Wales.
Confidentiality:
Both parties agree to maintain confidentiality of all sensitive information disclosed during the engagement, except where disclosure is required by law.
Additional Provisions:
- The client authorizes the tax agent to access the necessary financial records for the engagement.
- This agreement may be amended only in writing signed by both parties.
- Payment of fees does not guarantee any particular outcome or tax position.
Sydney, ______________________
John Smith (Tax Agent)
John Doe (Client)