Document background
The Engagement Letter For Tax Services is a crucial document used in New Zealand professional services contexts to formally establish the professional relationship between a tax services provider and their client. It is typically issued at the commencement of a new client relationship or when significant changes occur in existing service arrangements. The document serves multiple purposes: it defines the scope of tax services to be provided, establishes clear expectations for both parties, outlines fee structures, and ensures compliance with New Zealand regulatory requirements including the Tax Administration Act 1994, Privacy Act 2020, and Anti-Money Laundering obligations. The engagement letter also provides protection for both the service provider and client by clearly documenting the terms of service, limitations, and professional standards that will be adhered to throughout the engagement.
