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.