Your details

Version 1.6 · Effective 1 July 2026

This agreement, together with our Terms of Service and the order you confirm at checkout, governs each engagement between you and Xilestone Pty Ltd (ABN 41 653 808 050), Registered Tax Agent No. 26216110 ("Xilestone", "we", "us"). "You" means the client identified in the details you provide at checkout. By ticking the acceptance box and completing checkout, you accept this agreement for that engagement.

1. Who we are

Xilestone Pty Ltd is an Australian accounting practice and registered tax agent regulated under the Tax Agent Services Act 2009. The Tax Practitioners Board maintains a public register of tax agents, and you can view our registration record on the TPB register.

2. What we will do

We will prepare the return or service you selected at checkout, as itemised in your order summary and tax invoice. We will review your information, prepare your draft return, provide it to you by email with a declaration form, and lodge it with the Australian Taxation Office (ATO) once you have authorised lodgement. We will provide our services competently and in a timely manner, in accordance with the Tax Agent Services Act 2009 and its Code of Professional Conduct.

3. What is not included

We rely on the information and records you provide and do not audit or independently verify them. This engagement does not include representing you in an ATO audit, review, objection, or appeal, advice beyond the return or service selected, or any other service. Work outside this scope is available under a separate engagement with its own fixed fee, agreed before it begins.

4. How this engagement forms

Your engagement forms when you accept this agreement and complete payment. If your selection requires a custom quote, your request is binding on you but conditional on our review and acceptance; we will provide a fixed quote, and the engagement forms when you accept it and pay. Every engagement is subject to our identity and integrity verification. If we decline to act, the engagement is void and any payment is refunded in full. The version of this agreement you accept, and the time you accept it, are recorded.

5. Your fee

Your fee is fixed, in Australian dollars, includes GST, and is displayed and confirmed before you pay. One engagement covers one return or service and one fee. If your records show that your situation is significantly different from what you've configured at checkout, we will propose a revised fixed fee before continuing; you may accept it, or decline and receive a refund. Refunds are governed by our Refund Policy.

6. Your ATO refund

Under this engagement, any tax refund is paid by the ATO directly to your nominated bank account. We do not receive it on your behalf, we do not deduct fees from it, and we do not hold money or other property on trust for you.

7. Your responsibilities

You agree to provide information that is complete, accurate, and timely, and that you are authorised to provide where it concerns another person; to keep the records the law requires you to keep; to review your draft return and authorise lodgement; and to tell us about changes relevant to your engagement. You remain responsible for the accuracy and completeness of the information in your return. Australia's tax system is self-assessment based: the ATO may review or amend your return after lodgement, and penalties can apply to false or incomplete disclosures. You have rights of objection and appeal against ATO decisions, and we can advise you about them on request.

8. Our responsibilities and legal duties

We must act lawfully in your best interests, and act honestly and with integrity. We take reasonable care in ascertaining your circumstances and in applying the taxation laws correctly, and we maintain arrangements for managing conflicts of interest. We may ask you to clarify information, but we will not audit it. If we become aware that a statement made to the ATO is false or misleading in a material particular, we have legal obligations that may include advising you to correct it and, if it is not corrected, notifying the ATO or the TPB. In limited situations the law overrides our duties to you, for example where we must comply with a statutory notice.

9. Confidentiality and your information

We will not disclose information about your affairs to a third party without your permission, unless we have a legal duty to do so. By accepting this agreement, you consent to us using the service providers described in our Privacy Policy, such as our payment processor and secure cloud infrastructure, strictly to deliver your engagement. Our handling of your personal information, including your tax file number, is governed by our Privacy Policy.

10. Documents and records

We will give you a copy of your lodged return and the documents we prepare for you. We retain engagement records in accordance with the retention periods in our Privacy Policy, after which they are securely destroyed or de-identified, and we will return your original documents on request.

11. Insurance, ending the engagement, and complaints

We maintain professional indemnity insurance that meets the TPB's requirements. Either of us may end the engagement by written notice; refunds and amounts payable are determined under our Refund Policy and clause 5. If you have a complaint about our services, contact support@xilestone.com.au first: we will acknowledge it and aim to resolve it within 14 days. If we cannot resolve it, you may complain to the Tax Practitioners Board; its process is explained at tpb.gov.au/complaints. Privacy complaints are handled as set out in our Privacy Policy.

12. General

This agreement, our Terms of Service, and your order summary and tax invoice together set out the terms of your engagement; if they are inconsistent, this agreement prevails. The version of this agreement you accept governs your engagement, even if we later publish a new version. This agreement is governed by the laws of New South Wales, Australia.