Engagement of KSK Accounting as your Tax AgentSetting of date DD slash MM slash YYYY Full Name(Required)Tax file numberEmail(Required) Date of birth DD slash MM slash YYYY AddressDear Client, Confirming our discussions date 09/16/2026, we are I am pleased to accept appointment as your Tax Agent for all your lodgement with ATO. We/I will always act in your best interest and provide the highest level of professional service. This document sets out the terms of the engagement. Any additions will be by the written agreement of both parties. As your Tax Agent /we/I will: a. analyse, discuss, and make recommendations regarding your tax return; and b. prepare and lodge your tax return for year In addition to the financial information required to complete these tax returns, it is expected that all relevant source documentation will be made available to us/me. You are responsible for compliance with the substantiation provisions of the Income Tax Assessment Act. We/ I will not be responsible for any errors brought about by your failure to provide information or documentation later found to be material to your tax affairs. You are responsible for the timely provision of information and we / I will not be responsible for any late lodgement or other fees and fines brought about by your failure to act in a timely manner. Please note that any refund is an estimate only and we are / I am not responsible and will not accept liability if the Australian Taxation Office determines an outcome which is different than that lodged.Professional Fees and Payments: A set fee will be applicable to this serviceDeduction of Fees from refund cheque (optional) It is agreed that fees for the service provided will be deducted directly from any tax refund cheque. In accordance with the requirements of the Institute of Public Accountants, your refund cheque will be deposited into /the firm Trust Account with the fee deducted and the balance forwarded to you as agreed.Terms of Payment (optional) Unless otherwise agreed, payment terms are strictly on the date of service.Clients disclosure and record keeping obligations You are required by law to keep full and accurate records relating to your tax affairs. It is your obligation to provide me/us with all information that would be reasonably expected/will be necessary to allow us / me to perform work contemplated under the engagement within a timely manner or as requested. This includes providing accurate and complete responses to questions asked of the client by the practitioner. Inaccurate, incomplete, or late information could have a material effect on services and/or conclusions. The Taxation Administration Act 1953 now contains specific provisional that may provide you with safe harbor from administrative penalties for incorrect or late lodgements of returns. These safe harbor provisions will only be available to you if amongst other things you provide all relevant taxation information to us /me in timely manner (the safe harbor provisions apply from 01 March 2010). Accordingly it is to your advantage that all relevant information is disclosed to us/me as any failure by you to provide this information may affect your ability to rely on the safe harbor provisions and will be taken into account in determining the extent to which tax practitioners have discharged their obligations to clients. It is your responsibility to show that you have brought all matters to our/my attention if you want to take advantage of the safe harbors created under new regime.Clients rights and obligations under the tax laws Taxpayers have certain rights under Australian taxation laws, including the right to seek a private ruling from the Australian Taxation Office (ATO) or to appeal or object against a decision made by the Commissioner. Taxpayers also have certain obligations under Australian taxation laws, such as the obligation to keep proper records and the obligation to lodge returns by the due date. We/I must keep you informed of any specific rights and obligations that may arise under Australian taxation laws.Tax Practitioners obligation to comply with the law We/I have a duty to act in our client s best interests. However, the duty to act in our client s best interests is subject to an overriding obligation to comply with the law, even if that may require me/us to act in a manner that may be contrary to your directions. For example, we/I could not lodge an income tax return that I/we believe to be false in a material respect.Previous Returns (optional) We / I have not been engaged to review the accuracy of any previous returns lodged by you or by a previous Tax Agent. Quality Review As a member of the Institute of Public Accountants, as Principal I am subject to periodic Professional Practice Quality Assurance reviews. Unless otherwise advised, you are consenting to your files being part of such a quality review. This review is of our client records and not of you as a client and you have full assurances that complete confidentiality will be maintained throughout.Acknowledgment and confirmation. I hereby acknowledge and accept terms of engagement.Acknowledgment and confirmation Date DD slash MM slash YYYY Acknowledgment and confirmation SignatureClient DetailsClient Full nameClient Tax file numberClient Date of birth DD slash MM slash YYYY Client AddressClient Email Client MobileAre you eligible for Medicare Card Yes or No Yes No Identity CheckPhoto ID Type Driver Licence Passport Photo ID NumberServices Please check box for services required:Income Tax only Income Tax only Activity statement only Activity statement only Both IT and AS Both IT and AS Checklist - Income Tax ReturnPayment summaries and Income Statement Yes No Payment summaries and Income Statement - AmountLump Sum and Termination Payment Summaries Yes No Lump Sum and Termination Payment Summaries - AmountGovernment payment statements, if received Yes No Government payment statements, if received - AmountInterest Income Yes No Interest Income - AmountDividend statements for dividends received Yes No Dividend statements for dividends received - AmouintAnnual Tax Statements from Managed Funds Other Yes No Annual Tax Statements from Managed Funds Other - AmountOther Income if any:Job keeper Yes No Job keeper - AmountRental properties Yes No Rental properties - Rent ReceivedRent Received - YearRental properties - Agent feeAgent fee - YearRental properties - CleaningCleaning - YearRental properties - Advertising for TenantsAdvertising for Tenants - YearRental properties - Council ratesCouncil rates - YearRental properties - DepriciationDepriciation - YearRental properties - GardeningGardening - YearRental properties - Interest paidInterest paid - YearRental properties - Land ratesLand rates - YearRental properties - Repairs & maintenanceRepairs & maintenance - YearRental properties - Sundry expensesSundry expenses - YearRental properties - Water chargesWater charges - YearRental properties - Legal Fee(If paid)Legal Fee(If paid) - YearRental properties - Other expenses related to investment propertyOther expenses related to investment property - YearOther Government grants Yes No Other Government grants - AmountBusiness Yes No Please discuss with accoutantCapital Gains Shares Portfolio Statement Yes No FileMax. file size: 10 MB. Deductions:Motor vehicle- motor vehicle is allowed only if vehicle has been used work to work for more information discuss your accountant (Please provide all receipt s which you are eligible to claim) Yes No FileMax. file size: 10 MB. Travel Yes No Travel - AmountUniforms/work-wear Yes No Uniforms/work-wear - AmountSelf-education and professional development Yes No Self-education and professional development - AmountUnion Fee, journals, tools, subscriptions, and memberships Yes No Union Fee, journals, tools, subscriptions, and memberships - AmountHome office, seminars, conferences Yes No Home office, seminars, conferences - AmountTelephone, computer, internet Yes No Telephone, computer, internet - AmountAny other expense incurred generating income Yes No Any other expense incurred generating income - AmountDonations Yes No Donations - AmountIncome Protection Insurance Yes No Income Protection Insurance - Amountoffsets and Refunds: Health insurance and rebate entitlement statement Yes No Health insurance and rebate entitlement statement - AmountIAS statements or details of PAYG installments paid Yes No IAS statements or details of PAYG installments paid - AmountSpouse details including taxable and exempt income Yes No Spouse - family nameSpouse - First nameSpouse - Date of birth DD slash MM slash YYYY Spouse - Taxable incomeNumber of Dependant KidsI acknowledge that all details provided are true and correct to best of my knowledge.Date DD slash MM slash YYYY SignatureCAPTCHA
