Business Annual Engagement Package Builder
Complete the annual business questionnaire, calculate the package, then generate the engagement letter.
This builder is for business tax returns, financial statements, BAS, IAS, bookkeeping, accounts payable,
payroll, software support, business assets, loans, vehicles, stock, QBCC, Ask Sophie support, meetings,
tax planning and annual compliance add-ons.
1. Practice Details
2. Client / Entity Details
Entity name
Entity ABN
Contact name
Client email address
Client address
Related entity note
This engagement only covers the entity named above. All related entities and related people, including directors,
shareholders, partners, trustees, beneficiaries, spouses, family members, SMSFs, related trusts and related companies,
need their own engagement letter unless we separately agree in writing.
3. Annual Tax Return and Financial Statements
Entity Type
Entity / business type
Sole trader
Partnership
Company
Trust
Company + trust group
Multiple entity group
Unsure
Business tax return
Business tax return required — from $550
Multiple tax returns / group — quote required
Unsure — review required
Financial statements required?
No formal financial statements required
Yes — add $550
Multiple financial statements / group — quote required
Unsure — review required
Record Handling
How should we handle the client records?
Use our own file / our records — included
Use client’s software as-is — clean and reconciled
Use client’s software but review required — $330–$990
Modify / correct client’s software file — $330–$1,320
Prepare in our own file and provide reconciling journal — $330–$660
Bank statements only — $660–$1,320
Receipts / invoices only — $660–$1,320
Shoebox / not organised — quote required
Unsure — review required
4. Assets, Loans, Vehicles and Stock
Business Assets
Number of business assets to review
None
1 asset
2 assets
3 assets
4 assets
5 assets
6 assets
7 assets
8 assets
9 assets
10 assets
11 assets
12 assets
13 assets
14 assets
15 assets
16 assets
17 assets
18 assets
19 assets
20 assets
More than 20 — quote required
Unsure — review required
Number of business loans / finance accounts to review
None
1 loan
2 loans
3 loans
4 loans
5 loans
6 loans
7 loans
8 loans
9 loans
10 loans
11 loans
12 loans
13 loans
14 loans
15 loans
16 loans
17 loans
18 loans
19 loans
20 loans
More than 20 — quote required
Unsure — review required
Number of business vehicles / FBT private-use reviews
None
1 vehicle
2 vehicles
3 vehicles
4 vehicles
5 vehicles
6 vehicles
7 vehicles
8 vehicles
9 vehicles
10 vehicles
More than 10 — quote required
Unsure — review required
Stock / Inventory
Stock / inventory status
No stock
Simple stock figure review — $82.50
Detailed stock / inventory review — $165
Livestock trading account — $165
Significant or unclear stock — quote required
Unsure — review required
5. BAS / GST and IAS
BAS / GST Package
BAS / GST package
Not GST registered
GST review only / BAS already prepared — $165
Quarterly BAS — GST base $220 per quarter
Quarterly BAS — GST base higher support $330 per quarter
Quarterly BAS — we reconcile $330 per quarter
Quarterly BAS — complex reconciliation $660 per quarter
Annual BAS only — $110
BAS catch-up / messy records — quote required
Unsure — review required
Number of BAS quarters included
None
1 quarter
2 quarters
3 quarters
4 quarters
IAS Package
IAS required?
No IAS
Monthly IAS — $110 per month
Quarterly IAS — $110 per quarter
IAS catch-up required — quote required
Unsure — review required
Number of IAS periods included
None
1 period
2 periods
3 periods
4 periods
5 periods
6 periods
7 periods
8 periods
9 periods
10 periods
11 periods
12 periods
6. Bookkeeping, Accounts Payable and Payroll
Monthly Bookkeeping
Bookkeeping package calculated at $165/hour
No bookkeeping included
Light bookkeeping — 1 hour/month $165/month
Standard bookkeeping — 2 hours/month $330/month
Higher volume bookkeeping — 3 hours/month $495/month
Complex bookkeeping — 4 hours/month $660/month
More than 4 hours/month or custom — quote required
Catch-up bookkeeping — quote required
Shoebox / reconstruction — quote required
Separate bookkeeping engagement required
Unsure — review required
Number of bookkeeping months included
None
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
Accounts Payable Support
Accounts payable package calculated at $165/hour
No accounts payable support included
Light AP support — 1 hour/month $165/month
Standard AP support — 2 hours/month $330/month
Higher volume AP support — 3 hours/month $495/month
Complex AP support — 4 hours/month $660/month
More than 4 hours/month or custom — quote required
Unsure — review required
Number of accounts payable months included
None
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
Payroll / STP / Super
Payroll package calculated at $165/hour
No employees / no payroll support
STP finalisation / annual payroll check only — $165–$330
Weekly payroll — simple, 1 hour/week $165/week
Weekly payroll — standard, 2 hours/week $330/week
Weekly payroll — complex, 3 hours/week $495/week
Fortnightly payroll — simple, 1 hour/fortnight $165/fortnight
Fortnightly payroll — standard, 2 hours/fortnight $330/fortnight
Fortnightly payroll — complex, 3 hours/fortnight $495/fortnight
Monthly payroll — simple, 1 hour/month $165/month
Monthly payroll — standard, 2 hours/month $330/month
SGC / late super issue — from $330
Complex payroll / more time required — quote required
Unsure — review required
Number of payroll periods included
None
1 period
2 periods
3 periods
4 periods
5 periods
6 periods
7 periods
8 periods
9 periods
10 periods
11 periods
12 periods
13 periods
14 periods
15 periods
16 periods
17 periods
18 periods
19 periods
20 periods
21 periods
22 periods
23 periods
24 periods
25 periods
26 periods
52 periods
7. TPAR, Contractors, QBCC and Reporting
TPAR / Contractors
TPAR / contractor support
Not applicable
TPAR review only — $165
TPAR preparation — $330
Contractor super review — $165–$330
TPAR catch-up / messy contractor records — quote required
Unsure — review required
QBCC / Industry Reporting
QBCC / industry reporting
Not applicable
QBCC annual financial reporting support — from $330
QBCC MFR report / accountant report — quote required
QBCC record review / financial information request — quote required
Other industry reporting — quote required
Unsure — review required
8. Software, Tax Planning, Budgets, Ask Sophie and Meetings
Accounting Software Support
Accounting software support charged at $220/hour
No accounting software support included
Lite setup/training package — 1 hour $220
Standard setup/training package — 2 hours $440
Detailed setup/training package — 4 hours $880
Software review / clean-up — hourly at $220
Setup, conversion, migration or payroll setup — quote required
Inventory setup — quote required
Ongoing software support — hourly or separate engagement
Unsure — review required
Software support hours if hourly clean-up selected
None / not applicable
1 hour
2 hours
3 hours
4 hours
5 hours
6 hours
8 hours
10 hours
Tax Planning
Tax planning package
No tax planning included
Basic tax estimate / check-in — $330
Standard tax planning meeting + summary — $660
Detailed tax planning / group review — $990–$1,980
Complex restructure / Division 7A / legal matter — quote required
Unsure — review required
Business Budget
Business budget setup and review
No budget support included
Basic business budget setup — $330
12-month budget setup — $660
Budget review meeting — $330
Budget setup + quarterly review — $1,650
Detailed budget / cashflow / KPI package — quote required
Unsure — review required
Ask Sophie Support
Ask Sophie support package
No Ask Sophie support included
Ask Sophie Lite — $55/month, up to 1 short email question/month
Ask Sophie Standard — $110/month, up to 2 short questions or 1 short call/month
Ask Sophie Plus — $220/month, priority support + up to 4 short questions or 1 longer call/month
Number of Ask Sophie months included
None
3 months
6 months
12 months
Meetings
Meeting type
No meetings included
Quick meeting — 30 minutes $165 each
Standard meeting — 60 minutes $330 each
Longer meeting — 120 minutes $660 each
Custom / quote required
Number of meetings included
None
1 meeting
2 meetings
3 meetings
4 meetings
6 meetings
12 meetings
9. Other Annual Compliance Add-Ons
10. Payment and Notes
Other services agreed / notes
Special notes / exclusions / warnings
1. Calculate Package
2. Build Engagement Letter
3. Print / Save as PDF
