A professionally structured engagement letter template made specifically for bookkeepers and BAS agents, designed to help you engage clients with clarity, compliance, and confidence.

This editable Word document covers all key engagement areas -scope of work, payment terms, responsibilities, privacy, and legal compliance - while meeting your obligations under the Tax Agent Services Act 2009 (TASA), the TPB Code of Professional Conduct, and the Institute of Certified Bookkeepers (ICB) Code of Conduct.

• Covers client engagement, services, terms, and legal disclaimers

• Includes editable Service Scope & Fee Schedule

• Compliant with TPB, TASA, and ICB standards

• Ideal for remote, hybrid, or in-person firms

• Includes template tips, colour-coded placeholders, and dynamic guidance

All templates come with editing support fields and built-in prompts to streamline setup. Just insert your practice name, engagement details, and selected services, and you're ready to go.

Format: Microsoft Word (.docx)