Terms of Engagement and Communication

Please provide your communication details and list all your tax payer entities with IRD numbers for which you would like us to provide professional services, including the tasks and duties of a tax agent as detailed below.

Communication Details

Street Address

Suburb

City

Postode

Email address

Mobile

Phone

Names of Taxpayer Entities

Please complete for all entities

How many individuals?

How many companies?

How many trusts?

How many partnerships?

Full Name

IRD Number

Full Name

IRD Number

Full Name

IRD Number

Full Name

IRD Number

Company Name

IRD Number

Company Name

IRD Number

Company Name

IRD Number

Company Name

IRD Number

Trust Name

IRD Number

Trust Name

IRD Number

Trust Name

IRD Number

Trust Name

IRD Number

Partnership Name

IRD Number

Partnership Name

IRD Number

Partnership Name

IRD Number

Partnership Name

IRD Number

Professional Services

Please review the list of tasks set out below. These are the tasks that we normally complete as Tax Agent for our clients. These tasks will define the scope of the professional services that will be performed by Lowthers on your behalf and form the basis of our charges. The completion of each of these tasks will be subject to the terms of engagement outlined in the engagement letter.

The following are the professional services and tasks that we normally provide for our clients, please tick the individual boxes as agreement to these services:

Link you with IRD 🛈

Yes

Submit Tax Returns 🛈

Yes

Prepare annual Financial Statements 🛈

Yes

Check IRD Assessments 🛈

Yes

File Annual Return with Companies Office (Companies only) 🛈

Yes

GST Returns

If you are required to file GST Returns would you like us to prepare your GST Returns or provide assistance or an accuracy assurance service by reviewing your returns before you file them?

What is your GST filing period?

Accounting Fees

Many clients now pay their annual accountancy costs by monthly instalments. This assists them with their cashflow and also means they have a firm quotation and full details of what is to be provided. If you would prefer to pay your annual accountancy costs by monthly instalments please circle ‘Yes’ and we will prepare a quotation and forward this to you for your review along with an automatic payment form.

Previous Accountant

Please provide your previous accountants details below for Lowthers to get in touch and get your records and/or accounting subscriptions forwdarded to our office. If you do not have a previous accountant then leave this section blank.

Previous Accountants details

Overdue Tax Returns

If you have any overdue tax returns that you would like Lowthers to complete, please provide the details of ecah below. Please indicate which entity it is for, which tax type e.g. Income Tax or GST and which filing period e.g. 2023 financial year or 30 September 2023 GST. Please use a new line for each overdue return. If this does not apply to you, please leave blank and move to the next section

Overdue Tax Return details

Signatures

Please ensure that you have authority to sign for each of the Tax Payer Entities that are listed above.

It is further understood that you authorise us to communicate with your bankers, IRD, solicitors, finance companies and investment advisors to obtain such further information as may be required to carry out the required assignments.

I/We confirm my/our agreement to the terms of engagement as set out in the engagement letter enclosed and to the tasks and professional services as set out on this Terms of Engagement and Communications Form. The arrangements and terms of engagement in this form will continue in effect from year to year unless both parties agree to change them.

Signature

clear

Date +

Signature

clear

Date +