Engagement Letter

1. Introduction

Thank you for choosing Streamlined Accounting.

We provide a streamlined, fixed-fee tax compliance service delivered by qualified professionals and efficient, structured processes. This Engagement Letter confirms the specific services, fees, and operational rules applicable to you. It must be read in conjunction with our Terms and Conditions (attached), which govern our engagement.

2. Services and Timeline

2.1 Key Dates and Commencement

To ensure a seamless transition, our engagement and your billing take effect based on the following timeline:

• Engagement Commencement Date: The date on which all Conditions of Engagement (set out in Section 5) are fully satisfied.
• Data Processing Start Date:[e.g., 1 April 2025] (The date we begin ingesting your historical financial data).

We will assume Inland Revenue filing obligations for the following periods onwards:

• Income Tax: For financial year ending [e.g., 31 March 2026].
• GST: (If applicable) For period ending [e.g., 31 March 2026].
• FBT: (If applicable) For period ending[e.g., 31 March 2026].

2.2 Scope of Work

For the periods listed above, and all subsequent periods, we will provide:

• Income Tax & Financial Statements:
  • Compilation of Special Purpose Financial Statements in accordance with Clause 2.1 of the Terms and Conditions.
  • Preparation and filing of your Income Tax Return.
• [Goods and Services Tax (GST)] (If applicable)
  • Preparation and filing of your GST returns.
• [Fringe Benefit Tax (FBT)] (If applicable)
  • Preparation and filing of your FBT returns.
• Tax Administration:
  • Acting as your tax agent with Inland Revenue (IRD).
  • Providing notifications of tax payment amounts and due dates.

3. Your Default Filing Policy (Mandatory Selection)

To ensure we can meet filing deadlines on your behalf, you must select one of the following binding operational rules. This governs how we handle transactions that remain unclarified at the filing deadline.

Please select ONE option (your engagement cannot proceed without this selection):

4. Fees

To accurately prepare your returns, our fees cover the entire relevant tax and data processing periods. Because you are joining us part-way through these periods, your initial invoice covers all historical data processing up to and including your sign-up month. Your regular monthly subscription will commence on [1 February 2026].

Your agreed fees are:

• One-off Setup Fee: $[Amount] + GST
• Historical Data Catch-Up Fee: $[Amount] + GST
  (Calculated as [10] months base plan processing from April 2025 to January 2026, plus [4] months GST processing from October 2025 to January 2026, as per T&C Clause 5.6).
• Monthly Subscription: $[Amount] + GST
  (Payable by direct debit starting from [February 2026]).

Work outside the scope of this engagement is charged at our standard hourly rate of $200 + GST per hour.

5. Conditions of Engagement (Conversion Prerequisites)

This engagement is conditional upon you completing the following steps immediately after signing. We will not commence work, act as your tax agent, or process any data until all four conditions are met:

1. Immediate Payment: You agree to pay the one-off fees (Setup + Historical Catch-Up) via credit/debit card on our secure checkout.
2. Payment Setup: You agree to set up a Direct Debit authority for your ongoing monthly subscription fees.
3. Authority to Act: You agree to sign the separate IRD-compliant Authority to Act form.
4. Identity Verification: You agree to complete our digital identity check (Driver Licence/Passport) to comply with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.

6. Acceptance

By signing below, you confirm that:

1. You have read, understood, and accept this Engagement Letter and the attached Terms and Conditions.
2. You consent to receive communications via Email, Secure Portal, and SMS.
3. You have the authority to enter into this engagement on behalf of the entity.