- Fees are reviewable annually on 1 July and notified via email or published on our website
- The cost of the provision of Xero software will be charged separately if applicable
- For ad-hoc work, we invoice on completion of the agreed scope, and payment of that invoice is net 7 days
- If payment is not made without prior arrangement by the due date we may charge a 2% compound interest charge on balance of bill
- For ongoing work we invoice in advance and manage payments via direct debit
- We reserve the right to stop work if you fail to make payment when and as it falls due
- Any debts beyond 30 days (unless a prior payment arrangement has been entered into) will be referred to a debt collection agency and any
costs associated in recovering such debts will be passed onto you
- We reserve the right to review fees for services rendered on a regular basis; any change in price will be notified in writing
We shall discuss with you any intention to change the fee arrangement due to changes in the work required.
Fees Outside of Agreements
If you ask us to complete work that falls outside of the scope our agreements, we will confirm in writing that you authorise us to complete the work and that it will be billed at an hourly rate outside of our fixed fee agreements.
The hourly rates from July 1 2019 are based on the classification and experience of the person completing the work -
|Classification||Standard Rate||Preferred Rate 1|
|Admin||75 + gst||60 + gst|
|Bookkeeper||100 + gst||80 + gst|
|Payroll Specialist||100 + gst||80 + gst|
|BAS Agent||125 + gst||100 + gst|
|Certified Public Accountant (CPA)||187.50 + gst||150 + gst|
|Senior Partner||250 + gst||200 + gst|
- 1 the preferred rate is applied for clients who have a managed service with us
- we will always endeavour to align the right person with the nature of the work being completed
- work that you ask to be completed urgently, or work to be completed at your office, will be billed with a 25% loading to cover our time in coordinating this for you
Utilisation of Other Workers
Employees or contractors (some of which may be based offshore) may be utilised to help complete the agreed work as required. The Tax
Practitioners Board binds registered BAS Agents to their Code of Professional Conduct and also requires adequate supervision and control
over BAS services provided including confidentiality of information.
Any information and all matters connected with and relating to your business and its performance are confidential and we shall not disclose
them to any other person/entity unless authorised to do so in writing. This includes the ATO and your accountant.
We are engaged to establish the payroll systems based on the payroll information provided to us. We will implement and
maintain the payroll based on this information. You agree that we are not engaged to interpret and apply the FairWork
provisions to this business.
You must keep us informed of your current business details including address, phone and email address. We are engaged and authorised to
work with your business by the people named above or any others advised to us by authorised persons.
Lodgement of information with ATO
A requirement of law is that you will be provided with an authorisation for all lodgements required by the ATO including BAS lodgement,
Terms of Engagement
Payment Summaries. Lodgement of all forms will follow our receipt of that authorisation. Email authorisation is acceptable. Failure to lodge
on time can incur a fine and this will be your responsibility to pay if the authorisation has not been received by us.
Review of documentation
The responsibility for reviewing final reports and/or work rests with you. You will not be charged to correct errors which are clearly our fault,
but revisions performed at your request may require discussion on any time incurred.
Responsibility for Bookkeeping Records
Responsibility for the maintenance of business records rests with you, (the client/business owner); this includes security of those records
and prevention against fraud. It is important to remember that you are personally responsible for the information contained in any statutory
return and that you must retain all necessary supporting documentation to substantiate the transactions.
We have discussed and agreed on the requirement for business records, including primary source documents, to be retained by you. We
have discussed your expectations as to our involvement in the verification that such records are accurate, correct and being maintained.
It is also important to state that as a BAS Agent/Bookkeeper, if we are advised in writing by yourself that you have copies of the invoices and
the GST is applicable, we will process on the basis that you have the correct records.
Subscription for the Use of Xero Accounting Software
We may take out the subscription for the use of Xero on your behalf.
If you choose to discontinue our services including the provision of software through us, we will facilitate the transfer of the Xero software
subscription to any nominated email address within 7 days of the request in writing providing all accounts are paid up. If you choose note to
continue with the Xero subscription then we will discontinue the subscription.
Please be aware that many software companies include in their terms and conditions the right to access your data file for their use and
Destruction of Documents and Files
Upon our request either during our engagement or following its termination, you must collect your property without delay which will be
released to you once our accounts are paid. Should any of your property remain in our possession following our request to collect it, we will
hold the property for three months before destroying it in accordance with the Australian Consumer Law and Fair Trading Act 2012.
We aim to provide the highest standard of professional service and are focused on the concerns of our clients. If for any reason you feel you
have not received the level of service expected or have an issue to raise, please contact myself to discuss how the problem may be resolved.
Furthermore, as a registered BAS Agent we are subject to their code of professional conduct and disciplinary processes. Should there be
an unresolved issue which you have previously brought to our attention regarding ethical or business practices of our company, there is a
channel to lodge a complaint with the Tax Practitioners Board.
You agree to indemnify us for any loss, damage, liability and legal costs that may result from any claims arising from the provisions of the
services. If there is a claim against us for loss, the loss will be proportionately reduced by the extent of your contribution to the loss.
Right of Lien
We have a right of lien on records and business data, that is, we reserve the right to hold records and data against any outstanding debts.
Note this will only apply to records and data that has been worked on but for which payment is outstanding.
last updated July 1, 2019