- Lockyer Accounting & Tax

Engagement date

Individual taxpayer name

Client address

Tax year(s) covered by this engagement

Select every year this engagement covers. Selecting more than one (for overdue/catch-up returns) multiplies the estimated fee by the number of years selected -- shown as its own line in the fee breakdown.

Income Type

What income did the client receive during the year? Select all that apply. (Rental, investment, capital gains and sole trader income are captured by their own questions below -- no need to also tick them here.)

Salary and wages Foreign income Centrelink or government payments Employee share scheme income Other income

Micro Business

Micro business / sole trader extra fee

Investments

How many investment statements does the client have?

Rental Properties

How many rental properties did the client own during the year? Rental property record quality Is the property jointly owned and are we preparing both owners' tax returns under separate engagement letters at the same time?

Capital Gains

Estimated hours to prepare the capital gains schedule (charged at the Registered Tax Agent rate)

Deductions

What deductions does the client want to claim? Select all that apply.

Only a few basic deductions A lot of receipts Motor vehicle expenses -- logbook Travel expenses / living away from home allowance Tools & equipment over $300 Self education expense (messy) Unsure what can be claimed

Superannuation

Does the client need help with super (notice of intent, Division 293, excess contributions, or anything else super-related)?

Medicare Levy Exemption

Does the client need a Medicare levy exemption or reduction considered?

Estimated fee / quoted fee

Payment method

Tax refunds / client money handling

Registered Tax Agent hourly rate

Admin / Bookkeeping hourly rate

Other services agreed / notes Special notes / additional fee warnings

Complete this if the client is signing a direct debit authority. Leave blank if payment is made by credit card upfront.

Account name

Financial institution

BSB

Account number

Maximum authorised amount

Individual Tax Return Engagement Letter Builder

1. Engagement & Client Details

2. Client Questionnaire