Tax Agent Services Regime Guide - Engagement Letter & Checklist

The Tax Agent Services Regime - What You Need to Know: A practical guide is an initiative by Taxpayers Australia to provide tax and BAS agents with an insight into the Tax Practitioners Board, agent registration including the transitional rules and in particular the ‘Code of Professional Conduct' and the 'Safe Harbour' rules which may result in the waiver of administrative penalties which would otherwise be incurred by a taxpayer.

The use of ‘Engagement Letters' will inevitably become a standard operating procedure for agents, and therefore the Guide includes a sample of such a letter together with a sample checklist. 

In response to member requests to make the sample 'Engagement Letter' and 'Assignment Checklist', included in the Tax Agent Services Regime - What you need to know: A practical guide, available in an editable format, we now offer these useful documents in MS Word and Excel format respectively.