Terms & Conditions

Terms & Conditions

Our terms include important information in respect of taxpayer obligations and are therefore provided to all our clients together with the substantiation and self assessment declarations when their income tax returns have been prepared. Our clients are provided with copies and requested to signed these to acknowledge that they have read and understood both their obligations as taxpayers and the agreement entered into by engaging our firm, the terms and conditions and all taxpayer obligations will still apply even if copies provided are not signed and/or returned.

There are two ‘Terms of Engagement’ the first one is for clients who only require an individual tax return to be prepared and lodged on their behalf.
The second agreement is for taxpayers whos taxation affairs include one or more business structures.

Select the following links for our terms and conditions and related information.

INDIVIDUAL CLIENT AGREEMENT – INCOME TAX RETURNS
 CLIENT AGREEMENT

BUSINESS ACTIVITY STATEMENTS AND INCOME TAX RETURNS

The requirements of substantiation of expenses claimed in tax returns and the self assessment rules are highlighted in the following declaration that needs to be signed by all our clients when their tax returns are prepared ready for lodgement to ensure they understand their obligations in this regard.

SUBSTANTIATION AND SELF ASSESSMENT DECLARATION

CONFIDENTIALITY – is assured, all staff work under strict guidelines and are required to sign confidentiality agreements

PRIVACY – Small business exemptions