New Clients

Why you’ll be asked to sign an engagement letter before we can prepare your tax return

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).

Previously, this wasn’t a formal requirement, but moving forward it will form part of our standard process. This change isn’t about adding red tape — it’s about ensuring clarity, compliance, and a smoother experience for everyone.

So, why are we making this change?

Firstly, we’re committed to following best practice under the Tax Agent Services Act 2009 (TASA). A key principle of TASA is that clients are fully informed and clearly agree to the services being provided, the engagement terms, and the associated fees.

Secondly, an engagement letter helps set expectations on both sides. By reviewing and signing it, you’ll have clear visibility over:

  • The services we will be providing (e.g. preparation and lodgment of your ITR)

  • The fee for the work

  • Our standard terms and conditions

This not only ensures transparency — it also provides protection and peace of mind for you as the client.

What to expect when you book in as a new client?

When you decide that you would like to book in with Your Biz you can expect a call regarding your booking within 24-48 hours (Within our business hours and days) to discuss the kind of services your seeking and some back ground information regarding why your booking in. This is to help us understand your needs better.

When we call we may ask for some details we may not have in the booking such as an email, a full name and how you heard about us. We will than follow up from that call with an email with some extra information such as a questionnaire and an engagement letter. Once we have these details we will be able to proceed with your booking.