For the protection of all parties – including clients – bookkeepers and registered tax agents should document and maintain copies of their arrangement as to:
- The clients the agreement relates to
- The period it covers, and
- The details of the quality assurance process
It is also strongly recommended that the agreement documents client privacy and liability considerations and that both parties consider appropriate professional indemnity insurance.
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Did you know that only regulated bookkeepers or those working under registered Tax Agents can charge fees for BAS statements? |