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BUSINESS ACTIVITY STATEMENT (BAS) ENGAGEMENT LETTER

I acknowledge that I have read, understood and agree to the terms of the Engagement Letter. I confirm that the information provided in this form is true and correct to the best of my knowledge and that I am authorised to engage RefundPro Pty Ltd and, where applicable, to act on behalf of the entity for which the services are being requested. *

Personal Details

Title

Given/First Name

Other / Middle Name

Surname or Last Name *

Gender *

Mobile No. *

Send code

Email *

Send code

Address

Are you an existing client? *

New ClientExisting Client

Identity Verification Requirement

As a registered tax agent, we are required to verify the identity of all new clients before providing taxation services.

After submitting this form, you will receive an identity verification request via SMS and/or email. Your identity verification must be successfully completed before we can commence preparation of your tax return or provide any taxation services.

Delays in completing the identity verification process may result in delays to the preparation and lodgement of your tax return.

I understand that I will receive an identity verification request via SMS and/or email within 24 hours after submitting this form. *

Please provide your ABN *

Which financial year would you like us to prepare and lodge the BAS for? *

Select the BAS PERIOD *

Are you authorised to engage our firm on behalf of this entity? *

Yes – I am an authorised director, trustee, partner, member or authorised representative of the entity.No

Unfortunately, we can only accept instructions from an authorised director, trustee, partner, member or authorised representative of the entity.

Please have an authorised representative complete this form or contact our office for assistance.

Phone: +61 3 7005 7668
Email: info@refundpro.com.au

Accounting Records *

Do you use Xero? Please upload reports for the selected quarter/s.Do you use MYOB? Please upload reports for the selected quarter/s.Excel? Please upload reports for the selected quarter/s.No Software

Partnership Details

Please provide the following:

Date of Birth *

Partnership Name *

Partnership ABN *

Number of Partners *

Principal Business Activity *

Company Details

Company Name *

Company ACN

Company ABN *

Trust Details

Trust Name *

Trust ABN *

Trustee Type *

Trust Activity *

Fund Details

Fund Name *

Fund ABN *

Supporting Information

Please upload all supporting information relating to your income and expenses for the selected period of your business activity. Acceptable documents include summaries, spreadsheets, statements, accounting reports, invoices, receipts, workpapers, or other records that clearly identify the relevant amounts and transactions.

To assist us in preparing your BAS efficiently, please provide as much relevant information and supporting documentation as possible. Providing complete information upfront may help reduce follow-up requests, minimise delays, and enable us to prepare your BAS more quickly.

Upload Supporting Documents here *

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Please upload any available documents relevant to the income sources and deductions selected earlier.

Sole Trader BAS -PAYMENT DUE

Payment due for Sole Trader BAS

Payment Due for Partnership BAS

Partnership BAS-Amount Due

Company BAS -Payment Due

Payment Due for Company BAS

Trust BAS -Payment Due

Payment due for Trust BAS

SMSF BAS- Payment Due

Payment Due of SMSF BAS

Please transfer the amount shown above to the bank account details provided and upload your payment confirmation receipt once completed.Account Name: Refundpro Pty Ltd

BSB: 067 873

Account No. 2004 4688

Upload Payment confirmation. *

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I confirm that payment of the above amount has been made and a copy of the payment receipt has been uploaded. *

I understand that I am responsible for providing complete and accurate information and records relevant to the preparation of my Business Activity Statement (BAS), including sales, purchases, GST, PAYG withholding, payroll information, and any other information required for the reporting period. *

I understand that I am responsible for retaining all records, invoices, receipts, and other supporting documentation required to substantiate the information reported in my Business Activity Statement (BAS), and that the Australian Taxation Office may request these records for review or audit purposes. *

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