Bookkeeping Engagement Letter Template for Australia

1. BAS Agent Services: Include when offering BAS-related services, outlining specific obligations under the Tax Agent Services Act

2. Cloud Accounting Software: Include when specific accounting software will be used, detailing access arrangements and responsibilities

3. Third-Party Arrangements: Include when working with other professionals (e.g., accountants, tax agents) to define relationship parameters

4. Travel and Additional Expenses: Include when on-site services are offered or travel may be required

5. Staff Assignment: Include when multiple staff members will be handling the client's work

6. Data Handling and Storage: Include detailed information about data security measures when handling sensitive financial information

7. Training and Support: Include when offering additional training or support services to clients

1. Schedule A - Service Package Details: Detailed breakdown of different service packages offered and what's included in each

2. Schedule B - Fee Schedule: Comprehensive fee structure including hourly rates, package prices, and additional service costs

3. Schedule C - Processing Timeline: Detailed timeline for regular bookkeeping tasks and reporting deadlines

4. Appendix 1 - Document Checklist: List of required documents and information the client needs to provide

5. Appendix 2 - Software Requirements: Technical requirements and software specifications if relevant

6. Appendix 3 - Privacy Policy: Detailed privacy policy and data handling procedures