Terms of Engagement

Terms of Engagement

Tax Accounting Adelaide

Effective date: April 2026

1. Purpose and Scope of Engagement

These Terms of Engagement set out the basis on which Tax Accounting Adelaide provides accounting, taxation, and related advisory services to clients.

As your Accountant and/or Registered Tax Agent, we may be engaged to:

  • Analyse and discuss your accounting records and financial affairs
  • Prepare financial statements and related reports as requested
  • Prepare and lodge taxation returns and related documents
  • Review assessments and advise on objection or appeal procedures where agreed
  • Perform other services as specifically agreed between us

Our engagement is strictly limited to the services expressly agreed. Any additional services must be agreed in writing.

2. No Audit or Assurance

Unless expressly agreed in writing, our engagement does not include an audit or review of financial statements.

Accordingly:

  • No assurance will be expressed
  • Our work should not be relied upon to detect fraud, errors, illegal acts, or irregularities
  • Any advice provided is based on the information supplied and is an opinion, not a guarantee

3. Client Responsibilities

You are responsible for:

  • Providing complete, accurate, and timely information
  • Ensuring records supplied to us are correct
  • Retaining original source documents where required

We rely on information provided by you and are not responsible for errors arising from incomplete, inaccurate, or misleading information.

4. Period of Engagement

This engagement commences when you engage us for services and applies to the period and matters agreed.

Unless replaced or amended, these Terms apply to future engagements.

We will not deal with prior periods or matters unless specifically requested and agreed.

5. Fees and Payment

Our fees are based on the time, complexity, and expertise required to perform the agreed services.

  • Estimates are not fixed quotes unless expressly stated
  • Disbursements and statutory charges may be charged in addition to professional fees
  • If fees are likely to materially exceed an estimate, we will advise you

Invoices are payable in accordance with the payment terms provided.

If any fees or invoices remain unpaid and we are required to take recovery action, you agree to indemnify us for all reasonable costs incurred in recovering the outstanding amounts, including but not limited to legal costs, collection agency fees, and enforcement expenses, to the extent permitted by law.

Payment Methods and Surcharges

We may accept payment by electronic funds transfer (EFT), EFTPOS, credit card, or other electronic payment methods.

Where permitted by law, a surcharge may apply to payments made via credit card, EFTPOS, or third‑party payment processors to recover the reasonable costs incurred by us in processing those payments.

Any applicable surcharge will be disclosed at the time of payment or shown on the invoice or payment facility.

6. Electronic Communication and Delivery

You consent to us communicating and delivering documents electronically, including by:

  • Email
  • Secure portals
  • Online meeting platforms
  • Digital signatures

While reasonable security measures are used, electronic communications carry inherent risks.

Use of Third‑Party Software and Systems

In providing our services, we may use third‑party software, platforms, and systems, including cloud‑based services, accounting and taxation software, document management systems, and communication tools.

While we take reasonable steps to select reputable providers and maintain appropriate safeguards:

  • We do not control the operation or availability of third‑party systems
  • We are not responsible for outages, delays, errors, data loss, or service interruptions caused by third‑party providers
  • Our liability is limited to the professional services we provide, not the performance of external systems

Clients acknowledge that the use of third‑party software and digital systems forms part of modern professional practice.

Use of AI‑Assisted Tools

We may use AI‑assisted tools within secure, professional environments to support administrative, analytical, or drafting tasks.

  • AI tools are used to assist, not replace, professional judgement
  • Responsibility for all advice and services remains with us
  • AI‑assisted outputs are reviewed by qualified professionals before use

7. Access to and Disclosure of Information

You authorise us to:

  • Obtain information from the Australian Taxation Office and other authorities where required
  • Provide information to regulators, professional advisers, or service providers where authorised or required by law

We will take reasonable steps to protect the confidentiality of your information.

8. Limitation of Liability

Our liability is limited by a scheme approved under Professional Standards Legislation, where applicable.

To the extent permitted by law:

  • We exclude liability for indirect or consequential loss
  • Our liability is limited to the services expressly provided

9. Reliance and Use of Advice

Advice provided is for your use only and must not be relied upon by third parties without our written consent.

10. Termination

Either party may terminate this engagement by written notice.

Fees incurred up to the date of termination remain payable.

11. Governing Law

These Terms are governed by the laws of South Australia, and the parties submit to the jurisdiction of its courts.

12. Contact

For questions about these Terms, contact:

Tax Accounting Adelaide
202 Gorge Road
Newton SA 5074
Phone: 08 8337 4460