QUARTERLY BAS — Q3 FY26 · DUE IN 20 DAYS·PRIVATE HEALTH INSURANCE · DUE IN 55 DAYS
📞 (03) 8732 2126·MELTON, VIC·*INDICATIVE
Tax Tracker
LEGAL · LAST UPDATED 5 MAY 2026

Engagement letter.

Before we do any work for you, we issue an engagement letter that combines these standard terms with a per-client schedule covering scope, fee, timing and any special conditions. Together they form the contract between you and Tax Tracker. The version on this page is the standard wording — your specific schedule is provided when we send the letter.

SECTION 1

Purpose

This letter sets out the basis on which Tax Tracker Pty Ltd, as registered tax agent (TPB 26321143), will act for you. By signing the engagement letter you accept these standard terms together with the per-client schedule attached to it.
SECTION 2

Scope of services

We will provide the services listed in your schedule. That typically falls into one or more of: · Preparation and lodgement of income tax returns (individual, sole trader, company, partnership, trust) · Preparation and lodgement of BAS, IAS and PAYG instalments · Preparation of annual financial statements · SMSF establishment, administration and audit · Bookkeeping and payroll processing · Tax planning, strategy and structuring advice Anything outside the scope listed in your schedule requires a separate quote and your sign-off before we proceed. We will tell you in writing the moment we identify additional work.
SECTION 3

Term

Unless otherwise stated in the schedule, this engagement begins when you sign and return the letter and continues until either party terminates it in writing under the 'Termination' section below. For services with a defined end (a single year's tax return) the engagement ends when that work is delivered and the invoice is paid.
SECTION 4

Our obligations

We will: · Exercise reasonable care, skill and diligence in everything we do for you · Comply with the Tax Agent Services Act 2009, the TPB Code of Professional Conduct, and the standards of the Institute of Public Accountants (APES 110 Code of Ethics) · Maintain professional indemnity insurance throughout the engagement · Meet ATO lodgement deadlines, provided you give us complete information by the dates we agree · Keep your information confidential as set out in our privacy policy · Tell you about any conflict of interest as soon as we become aware of it · Inform you of any matter that may significantly affect your rights or obligations as a taxpayer (per s45 of the Tax Agent Services Act)
SECTION 5

Your obligations

You agree to: · Provide accurate, complete and current information by the dates we agree · Retain your own copies of all source documents (we keep working files but we are not your archivist) · Sign declarations and authorisations promptly when we send them — late signatures cause late lodgements · Tell us about anything material that changes during the engagement (residency, marriage, business sale, structure change, anything you'd mention to a friend who happens to be your accountant) · Pay invoices by their due date
SECTION 6

Fees

The fee for this engagement is stated in your schedule. Where the schedule says 'fixed', that's what you'll pay — full stop, unless scope materially changes and you sign off on a revised quote. Not included in any fixed fee: · ATO penalties, interest or general interest charges · Third-party fees (ASIC lodgement fees, SMSF audit fees from independent auditors, etc.) · Travel beyond reasonable local distances Invoices are issued progressively or on completion as set out in your schedule. Payment is due within 14 days of issue. Persistent overdue accounts may attract interest at the Reserve Bank cash rate plus 4%.
SECTION 7

Tax File Number authority

You authorise us to: · Use your Tax File Number(s) and ABN(s) for the purposes set out in this engagement · Act as your registered tax agent for the matters in your schedule · Communicate with the ATO on your behalf, including via the Online Services for Agents portal This authority remains in place until either party ends the engagement.
SECTION 8

Identity verification

Before we lodge anything for you, we verify your identity using government-issued documents — driver licence, passport, Medicare card or similar. This is required by the Tax Agent Services Act 2009 and the Tax Practitioners Board's Proof of Identity guidance for tax-agent clients. We keep a record that the verification took place and what documents were sighted. Where the law requires it (for example, AML/CTF customer due diligence on certain trust or company work), we may also match the information you provide against publicly available sources such as the Australian Business Register or the Document Verification Service.
SECTION 9

Records and audit support

We retain working files and copies of lodged documents for at least five years from the end of the engagement, in line with the Income Tax Assessment Act 1936 and Tax Agent Services Act record-keeping requirements. If the ATO contacts you about a return we lodged within 12 months of lodgement, we handle the correspondence at no additional cost — that's part of the original fee. For more involved audit work, or for matters relating to returns we didn't lodge, audit support is quoted separately.
SECTION 10

Confidentiality

We will not disclose your information to anyone except as set out in our privacy policy (see /legal/privacy for the full statement). You agree to keep our working papers, methodologies and pricing confidential.
SECTION 11

Limitation of liability

Our liability under this engagement is limited by a scheme approved under Professional Standards Legislation. Details of that scheme are available on request. We are not liable for losses caused by: · Information you provided that was inaccurate, incomplete or out of date · Your failure to act on a written recommendation we made · ATO penalties or interest where we were not given enough time to lodge on time · Force-majeure events outside our reasonable control Nothing in this letter limits any rights you have under the Australian Consumer Law that cannot lawfully be excluded.
SECTION 12

Termination

Either party may end this engagement by giving the other written notice of at least 14 days, except in the immediate-termination grounds listed below. On termination: · We will issue a final invoice for work completed up to the date of termination · Once outstanding fees are paid, we will hand over your records and any partially completed work · We will revoke our agent authority with the ATO We may end the engagement immediately if: · You ask us to do something that would breach our obligations as a registered tax agent or member of the Institute of Public Accountants · A conflict of interest arises that we cannot resolve · An invoice is more than 60 days overdue and we have given you written notice of the overdue amount We will explain the reason in writing in every case.
SECTION 13

Variation

Changes to this engagement letter or the schedule must be in writing and signed (or accepted via the client portal) by both parties.
SECTION 14

Acceptance

By signing the engagement letter — paper, e-signature, or by clicking 'I accept' in the client portal — you confirm that you have read these standard terms and the attached schedule, that you understand them, and that you agree to be bound by them. Acceptance by e-signature, electronic signature service, or portal click is a valid signature under the Electronic Transactions Act 1999 (Cth) and the equivalent Victorian legislation. The fact that you accepted electronically is recorded together with the date, time and IP address as evidence of acceptance.
SECTION 15

Contact

26 Basildon Crescent, Strathtulloh VIC 3338 Phone: (03) 8732 2126 Email: info@taxtracker.com.au Tax Tracker Pty Ltd · Registered Tax Agent · TPB 26321143
Tax Tracker

A modern, registered tax agent based in Strathtulloh, VIC. Helping individuals and businesses across Australia since October 2024.

26 Basildon Crescent, Strathtulloh VIC 3338
(03) 8732 2126 · info@taxtracker.com.au
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