Client Agreement
Terms of Service
The standard terms of engagement for our bookkeeping and financial services.
1. Agreement to These Terms
By engaging Perth BAS Bookkeeping (“we”, “us”, or “our”), you (“the Client”) agree to be bound by these Terms of Service. These terms govern the professional relationship between you and Perth BAS Bookkeeping.
2. Scope of Services
We provide bookkeeping, payroll, management accounting, and Virtual CFO services. We are not a Registered Tax Agent and do not prepare or lodge annual income tax returns. We work alongside your nominated tax agent or accountant to provide accurate and complete financial information.
3. BAS Agent Supervision (Compliance Firewall)
In accordance with Tax Practitioners Board (TPB) requirements, all Business Activity Statement (BAS), GST, TPAR, and PAYG-related services are prepared by Perth BAS Bookkeeping under the review, supervision and final approval of a Registered BAS Agent, who provides sign-off before lodgement.
4. Client Responsibilities
To enable services to be completed accurately and on time, you agree to:
- Provide complete, accurate, and timely financial information and records.
- Supply documentation in accordance with agreed timelines.
- Retain copies of all source records as required by Australian law (usually a minimum of five years).
Note: Our services do not constitute an audit. We do not verify the accuracy of information provided and are not responsible for detecting fraud or irregularities.
5. Fees and Payment Terms
- Invoices are issued in accordance with the agreed billing cycle.
- Payment is due within seven (7) days of the invoice date.
- We reserve the right to suspend services where payments remain overdue.
6. Confidentiality and Privacy
All client information is treated as strictly confidential and disclosed only where required by law, to our supervising Registered BAS Agent, or with your consent. Please refer to our Privacy Policy.
7. Limitation of Liability
Our work is based on information supplied by you. We are not liable for penalties, interest, or losses arising from incomplete or inaccurate information provided. Ultimate responsibility for compliance rests with the business owner.
8. Contact Information
If you have any questions about these Terms, please contact us directly:
Phone: 0416 804 357
Email: susan@perthbasbookkeeping.com.au
ABN: 90 843 590 924
Last updated: April 2026