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TAX RETURN ENGAGEMENT LETTER PLEASE READ AND AGREE BEFORE YOU PROCEED.

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

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. *

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

Are you a sole trader *If yes: Individual tax return with Sole Trader business income (+$88 additional fee applies)

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 – Please select the accounting software you use and upload financial statements. *

Do you use Xero? -Upload Profit & Loss Statement, Balance Sheet, Depreciation Schedule (if applicable)Do you use Quickbooks? -Upload Profit & Loss Statement, Balance Sheet, Depreciation Schedule (if applicable)Excel? Do you use Excel? -Upload Profit & Loss Statement, Balance Sheet, Depreciation Schedule (if applicable)other? -Upload Profit & Loss Statement, Balance Sheet, Depreciation Schedule (if applicable)No Software- Please upload your bank statements & supporting income and expense records.

Financial Status *

Financial records are up to date — included in base priceBank accounts not reconciled — additional $330No accounting software used (e.g. Xero, QuickBooks, MYOB) and records need to be prepared — additional $330

Quarterly BAS' STATUS *

July to Sep Quarter Not lodged yet, will be lodging with the tax returns (+$99)Oct to Dec Quarter Not lodged yet, will be lodging with the tax returns (+$99)Jan to Mar Quarter Not lodged yet, will be lodging with the tax returns (+$99)Apr to Jun Quarter Not lodged yet, will be lodging with the tax returns (+$99)All lodged, BAS Lodgements are Upto dateNot Applicable

Quarterly BAS' For the financial year *

July–Sep Quarter BAS not lodged yet – to be prepared and lodged with tax return (+$187)Oct-Dec Quarter BAS not lodged yet – to be prepared and lodged with tax return (+$187)Jan-Mar Quarter BAS not lodged yet – to be prepared and lodged with tax return (+$187)Apr- Jun Quarter BAS not lodged yet – to be prepared and lodged with tax return (+$187)All lodged, BAS Lodgements are Upto dateNot Applicable to me

Partnership Details

Please provide the following:

Date of Birth *

Partnership Name *

Partnership ABN *

Number of Partners *

Principal Business Activity *

Your tax file number *Your TFN is collected solely for the purpose of preparing and lodging your tax return and will be handled in accordance with applicable privacy laws.

Married/Defacto? *

YesNo

Spouse's First/Given Name *

Spouse's Last / Surname *

Spouse Date of Birth *

Spouse taxable Income *

Did you have Medicare Card for full year for this financial year. *

YesNoNot Eligible for Medicare card

When did you get your Medicare Card *

Please provide your Medicare card exemption certificate *

Number of dependant childeren

Did you hold private health insurance with hospital cover for the entire financial year? *

Yes, full year coverNo cover at allPart-year cover

Part-year cover Start Date *

Part-year cover End Date *

Please provide your bank account details for the refund, the account must be under your name:

Account Name *

BSB NUMBER *

Account Number *

Please enter your Work/ job related deductions

Amount $

Company Details

Company Name *

Company ACN

Company ABN *

Trust Details

Trust Name *

Trust ABN *

Trustee Type *

Trust Activity *

Fund Details

Fund Name *

Fund ABN *

Please enter your rental property details:

Name of property

Rental Property Address

Date property first earned rental income

The number of weeks the property was rented this year

The number of weeks the property was available for rent this year

Entity's % ownership

Has the loan for the property been renegotiated this year? *

YesNo

Rental Property income details

Please upload rental income and expenses details here

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Upload Read estate agents annaul summaries and receipts, invoices for Rental income, Expenses,Advertising for tenants,Body corporate fees,Borrowing expenses,Council rates,Capital allowance assets,Insurance,Interest,Land tax,Agents fees,Repairs or any other expenses related to your rental property.

Please enter the details here if you are unable upload the documents for any of your rental property related expenses:

Rental Property income or expense

Amount in $

Capital Gains (Shares, Cryptocurrency) Details

Upload details for Capital Gains (Shares, Cryptocurrency)

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Capital Gains Tax (CGT) Please upload: • Your CGT summary report (for example, from Koinly, CoinTracking, Sharesight, or similar software); and • A summary of all assets, shares, or cryptocurrencies sold during the financial year, including: Date acquired Cost price (purchase price) Date sold Sale proceeds (selling price) If available, please also upload supporting transaction reports or statements.

Supporting Information

Please upload all supporting information relating to your income and expenses for the selected financial year. 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 tax return 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 tax return more quickly.

Supporting documents for Rental property

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Supporting documents for Sole Trader Business

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Supporting documents for Capital Gains (Property) *

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Supporting documents for Foreign Income *

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Supporting documents for Capital Gains (Shares/Crypto) *

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Supporting documents for Work Related Self Education

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Supporting documents for Work Related Motor Vehicle Expenses

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Supporting documents for Work Related Home Office Expenses

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SMSF Documents Uploads Required (New clients)

Prior Year Financial Statements and Tax Return
Auditor's Report (if available)
Trust Deed (including any deed updates or amendments)
Investment Reports / Portfolio Reports
Bank Statements (if available)

Upload

Financial Statements
Trust Deed (new clients only)

Upload

Trial Balance
Financial Statements
Bank statements
Backup File (optional)

Upload Supporting Documents here *

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

ITR -PAYMENT AMOUNT DUE

PTR Payment Amount Due

Company Taxreturn Payment amount Due

Trust Income Tax Return Payment Due

SMSF Tax return Payment Due

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

A tax invoice will be issued upon receipt of cleared funds into the above bank account.

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 regarding all income earned during the financial year, whether received in Australia or overseas.

I understand that I am responsible for retaining records and evidence to substantiate any deductions, expenses, offsets or tax claims included in my tax return and that the Australian Taxation Office may request these records. *

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