About the Annual Engagement Letter

As required by the Tax Practitioners Board (TPB), we issue a new engagement letter to all clients at the start of each financial year. This confirms the scope of work for the year ahead and the terms under which we’re acting on your behalf – it protects both of us.

It takes less than a minute. Just review, sign, and submit – a copy will be automatically emailed to you for your records. If anything has changed in your situation since last year – new property, new business activity, change in employment – let us know when you sign so we can update your scope accordingly.