Investment Property Owner Tax Return

By submitting this form, I confirm my engagement with General Taxation Services and appoint (or continue to appoint) the firm as my registered tax agent (TAN 79437004) for the preparation and lodgement of my taxation affairs.

I authorise General Taxation Services to communicate with the Australian Taxation Office (ATO) and any other relevant government agencies on my behalf. I provide written permission for the firm to act for me via all communication methods, including secure ATO portals.

Fees and Charges
I acknowledge and agree to the following fee structure for services rendered:

Individual Tax Return – from $160

Each Investment Property Schedule – additional $99

Capital Gains Tax Schedule – additional $66

Sole Trader Return – from $310

Other services will be charged at hourly rates as follows:

Accountant – $330/hour

Bookkeeper – $160/hour

Administration/Secretarial – $143/hour

Fees apply for all work performed on my behalf, including but not limited to tax return preparation, ATO correspondence, general advice, and administration.

Payment Terms and Conditions
Payment is due within 7 days of invoice, unless otherwise agreed in writing.

Late payments will incur an administration fee of $22 per 14-day period overdue, unless a prior arrangement has been made.

If debt collection services are required, I acknowledge that I will be liable for all associated costs, including time spent by General Taxation Services staff in managing the recovery process.

Tax returns will not be lodged with the ATO until full payment has been received.

Acknowledgement
I acknowledge and accept the terms of this engagement for the 2026 tax year, or for any earlier tax year(s) for which this return relates. I confirm that I have read and understood the full engagement terms (made available to me separately) and agree to be personally responsible for all fees incurred, whether verbally or in writing, in accordance with this agreement.