Client Engagement Terms

Future Accounting & Taxation Services

Effective Date: 12-03-2026

These Client Engagement Terms outline the agreement between Future Accounting & Taxation Services and the client for the provision of accounting, taxation, and related professional services.

By engaging our services, you acknowledge and agree to the terms set out in this document.

1. Scope of Services

Future Accounting & Taxation Services may provide a range of professional accounting and taxation services including, but not limited to:

  • Preparation and lodgement of individual tax returns

  • Preparation of financial statements

  • BAS and GST preparation and lodgement

  • Bookkeeping services

  • Payroll preparation and reporting

  • Business structure advice and registration

  • SMSF accounting and taxation services

  • Communication with the Australian Taxation Office (ATO) on behalf of clients

The specific services to be provided will be agreed upon with each client prior to the commencement of work.

2. Client Responsibilities

To enable us to provide our services effectively, clients agree to:

  • Provide accurate, complete, and timely information

  • Maintain proper financial records and documentation

  • Inform us of any changes in financial circumstances that may affect taxation obligations

  • Review all documents prepared before submission

Future Accounting & Taxation Services will rely on the information provided by the client and will not independently verify all information unless specifically agreed.

3. Our Responsibilities

Future Accounting & Taxation Services will perform services with due care, skill, and diligence in accordance with professional accounting standards and Australian taxation laws.

Our responsibilities include:

  • Preparing financial reports and tax documents based on the information provided

  • Lodging tax returns or BAS when authorised by the client

  • Providing professional advice on taxation and compliance matters

We will act in the best interests of our clients while maintaining professional independence and compliance with regulatory requirements.

4. Confidentiality

Future Accounting & Taxation Services respects the confidentiality of client information.

All information provided by clients will be treated as confidential and will not be disclosed to third parties except:

  • When required by law

  • When authorised by the client

  • When communicating with the Australian Taxation Office or other relevant authorities

5. Fees and Payment Terms

Fees for services will be determined based on the nature and complexity of the work involved.

Clients will be informed of the fee structure prior to the commencement of work.

Invoices issued by Future Accounting & Taxation Services must be paid within the agreed payment period. Failure to make timely payment may result in delays in service delivery.

6. Limitation of Liability

Future Accounting & Taxation Services will not be liable for any loss or damages arising from:

  • Incomplete or inaccurate information provided by the client

  • Decisions made by the client based on general advice

  • Circumstances outside our reasonable control

Our services are provided based on the information supplied by the client.

7. ATO Compliance

Future Accounting & Taxation Services will assist clients in meeting their obligations with the Australian Taxation Office.

However, the ultimate responsibility for ensuring compliance with taxation laws remains with the client.

Clients are responsible for reviewing all documents before they are submitted to the ATO.

8. Termination of Engagement

Either party may terminate this engagement at any time by providing written notice.

Upon termination, all outstanding fees for services provided up to that point will remain payable.

Future Accounting & Taxation Services reserves the right to cease services if payment terms are not met or if the client fails to provide necessary information.

9. Changes to Engagement Terms

Future Accounting & Taxation Services may update these engagement terms from time to time. Any updates will be communicated to clients where appropriate.

10. Contact Information

If you have any questions regarding these Client Engagement Terms, please contact:

Future Accounting & Taxation Services
30 Maguire Avenue
Beechboro WA 6063
Australia

Phone: 0412 796 103
Email: info@futureaccountingtax.com.au
Website: https://www.futureaccountingtax.com.au