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    Tax Agent Engagement Letter Australia

    Draft Australian tax and accounting engagement letters through a guided intake. Define the services, fees, responsibilities and data handling terms for a client review.

    AUSTRALIAN TAX

    A focused workflow inside Australian Tax.

    Draft tax and accounting engagement letters, scope of work and terms of engagement.

    Select Australian Tax in Cassandra, then choose Engagement Letter for this specialist workflow.

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    Ways to use Engagement Letter

    • Prepare an engagement letter for a new tax or accounting client.
    • Document included services, exclusions, fees and client responsibilities.
    • Adapt terms to reflect cloud software, outsourcing and information handling arrangements.

    What to bring to the conversation

    • Provide the client, firm and practitioner details and the engagement period.
    • List services, exclusions, deliverables, fee structure and payment terms.
    • Describe third-party providers, data locations and any applicable professional scheme details.

    What to check before using the output

    • Confirm that the scope, liability wording and professional obligations match the actual practice and engagement.
    • Review privacy disclosures and obtain the necessary client agreement before starting work.

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    Australian Tax brings this workflow together with broader research and follow-up questions.

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    Professional tools. Professional judgement.

    AI outputs need independent verification. Engine access depends on your plan and current platform settings. Catalogue reviewed 19 October 2026.

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