Dear Client/s Thank you for choosing Advent Services for your individual tax return preparation. This letter confirms our engagement, outlines our services and your responsibilities, and complies with regulatory requirements and TPB guidelines. 1. Scope of Services: Tax Return Preparation: We will prepare your tax return using the information you provide. Our work is performed in accordance with applicable taxation laws and professional standards. Exclusions: Our services do not include auditing or verifying your records, bookkeeping, audit representation, or responding to ATO correspondence (which are quoted separately if required). Turnaround: During peak periods, please allow up to two weeks for completion. 2. Client Responsibilities Information: You must supply complete and accurate income, expense, and supporting documentation (e.g., receipts, bank statements) in a timely manner. Updates: Notify us promptly if any information changes after work has commenced. Review: Carefully review your return before signing. Retain copies of your return and supporting documents for at least five years. 3. Fees and Payment Fee Structure: Our fee is quoted separately and is payable in full before your return is delivered or lodged. 4. Compliance, Confidentiality & Disclaimers Compliance: We adhere to all relevant taxation laws, TPB guidelines, and professional standards in our service delivery. Confidentiality: All personal and financial information will be kept confidential and managed per our privacy policy. We will not disclose your information to third parties without your consent, except as required by law. Limitations: Our engagement is based on the accuracy of the information provided. We do not verify source documents, and you remain responsible for ensuring compliance with ATO requirements. Any verbal advice is non-binding unless confirmed in writing. 5. Termination This engagement concludes upon delivery of your completed tax return and original documents. Should you choose to terminate our services before completion, you agree to pay for work completed up to that point. Acceptance By signing the online form, you acknowledge that you have read, understood, and agree to the terms of this engagement. If you have any questions, please contact us immediately. Sincerely, The Advent Services Team