Client Engagement letter – Non-Business Individual tax returns

August 2023

In response to feedback from members, the NTAA has developed a precedent letter for engagements to prepare and lodge the tax returns of individuals who are not in business. 

Where applicable, members should consider using the NTAA’s ‘Precedent engagement letter for non-business individuals’ for any new (or renewed) client engagements. 

For more comprehensive business client engagements, the NTAA’s existing ‘Precedent client engagement letter’ may be more appropriate. 

Both Engagement letters are also located in the Member Alerts & Updates section of our website.