Individual Tax Form

I hereby authorise My Tax Agent/ Accountant;
1. To endorse for and on my behalf any Income Tax Refund payment received on my behalf and receipt into a designated Trust Account.
2. If Fees are not paid on the day my Tax Return was completed and signed it is acknowledged that I have a debt to My Tax Agent/Accountant.
3. I authorise you to deduct from my Tax Refund any unpaid Fees or charges, and any other debts owing by me to My Tax Agent/ Accountant. Then to remit the balance of any proceeds, if any, to me at my last known address or Bank Account.
4. In the event that the situation arises where there is no refund or insufficient refund to enable Fees & Debts to be deducted then I undertake to pay these Fees & Debts within 14 days My Tax Agent/Accountant receives such notice from the Taxation Office.
5. I acknowledge that failure to PAY any Fees or Charges in relation to my Tax Return, and any other Debts owing by me to My Tax Agent/ Accountant will result in Legal Action taken against me to recover the amounts owing. I will also be held liable for any costs incurred in the recovery of the Fees including Commercial Agent’s Commissions being 35% of the debt which is recoverable from me pursuant to this agreement.
6. I acknowledge that any unpaid Debts will attract Interest at the rate calculated by the Court.
7. To the best of my knowledge at the time of preparation of my Income Tax Return I have declared all my Income including but not limited to Bank Interest, Centrelink Income, Pensions & Overseas Income. My Tax Agent/Accountant is not responsible for any income not declared on my Tax Return.
8. I have provided valid information in regards to my deductions and accept any responsibility should any deductions be found not valid. All due care and skill have been taken by the Accountant to only include deductions appropriate for me and may decline deductions I have provided based on their Professional opinion and Taxation ruling.
9. I acknowledge that during the preparation of my Income Tax Return where I have provided many receipts that are not tallied then an additional charge may apply for Bookkeeping. This includes receipts for Business Activity, Rental Properties & Work-Related Expenses.
10. I acknowledge that at other times I may be charged other Fees for Work or Services provided as My Tax Agent/Accountant see fit. I am also aware that there will be charges for providing additional copies of Tax Returns requested by me. I also understand that it is my responsibility to retain copies of all paperwork supplied as I will be charged additional Fees for retrieval and photocopying. If I request paper work to be emailed this will also incur Additional Fees and is to be paid upon request. It is my responsibility not to misplace any Taxation or Financial Paperwork.
11. I provide this as my electronic Lodgement Declaration authority and acknowledge that as the taxpayer authorise the Accountant to retain this declaration for a period of five years after the declaration is made on my behalf.
12. The privacy policy is that the Tax Office is authorised by the Income Tax Assessment Act 1936, the Income Tax Assessment Act 1997 and the Taxation Administration Act 1953, the A New Tax System (Australian Business Number) Act 1999 and the Superannuation (Unclaimed Money and Lost Members) Act 1999 to ask for information in this form. This information is needed to help administer the taxation and superannuation laws.
The Tax Office may give this information to other Government and non-government organisations specified in the taxation and superannuation laws to receive it – benefit payment agencies such as Centrelink, Department of Education, Employment and Workplace Relations and the Department of Families, Housing, Community Services and Indigenous Affairs, law enforcement agencies such as state and federal police and other organisations such as Child Support Agency, as Register of the Australian Business Register, may also use the ABN and business details which you provide on this Tax Return to maintain the integrity of the register.
13. Your Tax File Number – you do not have to quote your TFN, however, you cannot lodge your Income Tax Return electronically if you do not quote your TFN.
14. I declare that the information provided to my registered Tax Agent for the preparation of this Tax Return, including any applicable schedules is true and correct. My Tax Agent is authorised to lodge this Tax Return. I understand the law imposes heavy penalties for giving false or misleading information.
15. I the Taxpayer declare that I have read and signed this declaration to complete my Tax Return, including the Supplementary section, Business and Professional Items Section and other Schedules if applicable. I declare that the information provided to my Registered Tax Agent for the preparation of this Tax Return is true and correct and I authorise my Registered Tax Agent to Lodge this Tax Return.
16. If the Accountant feels that it is important to amend my Income Tax Return, I authorise this to be carried out without further consultation.
17. If in the future the Accountant feels the need to Lodge Income Tax Returns as “Not Required” or Lodge Returns with Income under the Tax Threshold or Lodge Returns with no income where the Tax Portal will not allow my Return to be marked “Not Required” then I authorise this with or without further consultation in order to ensure my future obligations are met with the Taxation Office to avoid penalty. If any refund is received for either of these Lodgements then I authorise my Tax Agent/Accountant to deduct any Fee in whole or part as compensation for fulfilling my Taxation Obligations.
18. I authorise my Tax Agent/Accountant Staff with or without consultation to myself to deal with the Taxation Office on my behalf as deemed necessary in the future.
19. If this authority is not signed then it is accepted that you agree to these terms based on you supplying your paperwork to proceed with your Tax Return.
20. It is understood and agreed that these terms may alter or additions included without my knowledge. All terms and conditions are made available in the Office at all times.