• 0429777228
  • amy@aimtaxservices.com.au
  • Adelaide SA
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Tax Agent Engagement Form

If you require any assistance or have any problems, please contact us on 0429 777 228 or amy@aimtaxservices.com.au

Maybe keep - Tax Agent Engagement Form
  • Welcome
  • Income Tax Information
  • Acknowledgement and Confirmation
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We are delighted to accept appointment as your tax accountant.

Before we can begin, we require you to complete the below details.
If you have any questions please do not hesitate to contact us.
E: amy@aimtaxservices.com.au
M: 0429 777 228

Business Details

Eg. Company Pty Ltd (company). John Smith and Peter Pan (partnership). The Smith Family Trust (trust)
Eg. Bobs Bits and Bobs
Must be 11 digits long
Entity Structure
Is the Business Registered for GST?
Are we to prepare your BAS on your behalf?
Business Address
Business Address
City
State/Province
Zip/Postal
Do you use Xero Accounting Software
Would you consider starting or moving to Xero
Please note that our services are cheaper if you are with Xero
Permission to access your Xero file

We will need access to your Xero file. To do this we will need to be set up as a user.
An invitation will need to be sent to xero@aimtaxservices.com.au with access to all areas of your file as an Admin/Advisor.
To do so, please follow the steps in the download or call 0429 777 228 or email amy@aimtaxservices.com.au

Download Xero Invite Instructions

Xero File Invitation

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Main Contact

Eg. Amy Dutoit
dd/mm/yyyy
Eg. Director, Owner, Finance Manager
ID Verification

For compliance purposes, we will need to verify your identity before lodging to Government agencies. You can choose to attach a copy of your ID below now or submit it to us at the later date via email. Please be advised that we cannot make any lodgements until we have a copy of your ID on file. For your protection, this form has been encrypted to prevent unauthorised access to your information.

Proof of ID
Please attached a clear image of your chosen ID

Maximum file size: 134.22MB

Scope of Agreement

What Our Clients Say

Google Reviews
5/5
Dan Krake
Dan Krake
@ Adelaide Joinery Co - 08/05/23
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I have recently started using AIM Accountants for my business and am incredibly glad I found Amy. The knowledge and experience of AIM Accountants has allowed me to focus on building my business without the extra stress of needing to keep on top of my accounting. I would highly recommend AIM Accountants and I look forward to working together for many years to come.
Alison Buchanan
Alison Buchanan
@Capacity to Thrive
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Amy has been instrumental in helping us start our small business. From advice over the phone when we were first thinking about starting a small business, to help with our first tax return & support to set up Xero & payroll, her support has been invaluable. Amy provided support over the phone, via email, in person & through videos. She is super patient & we would recommend her to anyone needing help with their small business or for their personal tax needs.
Stephen Clapshoe
Stephen Clapshoe
@Villiers Electrical
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Since 2007 Villiers electrical PTY LTD has had 4 accountant’s most were good . But since we have been using AIM services Villiers elec has saved a ATO tax bill of over $1000 and a Backtowork refund off over $4000 both will help Villiers elec progress further. On our first visit from Amy was on a public holiday and was very professional and a great pleasure . AIM has worked very hard for us and Villiers elec and I would not hesitate in giving out recommendation to other clients of Villiers or anybody who might require an accountant . AIM fees are very completive and more than happy to processed and for may years to come .
Jacqueline Jenkins
Jacqueline Jenkins
@via Alison Buchanan google account
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Amy goes above & beyond for her clients. She handled both my personal & new business taxes & I greatly appreciated her patience to step me through the miriad of questions I had. I’d highly recommend AIM tax services to anyone starting a new business or simply getting their tax done.
Damien Worden
Damien Worden
@DRW Carpentry
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Awesome service from Amy, helped me out big time getting my business tax in order.
Bradley Serravalli
Bradley Serravalli
@BJS Urban and Equine Fencing Solutions
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We are so glad we were referred to Amy and her business. Aim are so much better suited to our needs and the service and response time to questions we have had is nothing short of amazing. We can see a long relationship developing with Amy and Aim Accountants. Would have no hesitation at all referring to others
Linda Elletson
Linda Elletson
@Buz on Biz
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Excellent work, all work completed early and with ease, will use again and highly recommend
Tyler Price
Tyler Price
@
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I moved to Amy from a previous accountant who’d gotten me behind in my lodgements and She Was very helpful with fixing everything & even helped train me to do my own lodgements via Xero. Her pricing is great and she puts in extra effort just for customer satisfaction. Would highly recommend !
Stacy Sandford
Stacy Sandford
@
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I can't thank Amy enough for doing my tax return this year. She came to me on a Saturday morning was as friendly as she always is and had some great advice moving forward. Amy was in contact all the way through the process and i just can't recommend her highly enough. thanks Amy, I'll see you next year
Chris Adair
Chris Adair
@
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This is my first time using AIM accounting services, and I was very impressed. Quick responses to emails, calculating my CGT (despite my lack of organization), and quick overall service. I can't recommend them enough. Thank you Amy Dutoit and AIM!
Skarlett C
Skarlett C
@
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Works fast and are very kind
Liam Hawkins
Liam Hawkins
@Family Day Care
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Would definitely recommend AIM Accounting and Bookkeeping for all of the above reasons. Running my own business I have used numerous Accounting Companies but none have been as professional and as speedy as AIM, I will definitely continue to use this service
Simon Jacob
Simon Jacob
@
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Amy is brilliant! She came highly recommended to me as THE Xero expert and she’s always delivered. I can’t recommend her highly enough!
Kristy Watson
Kristy Watson
@We Love to Care
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A HUGE thank you to AIM Consulting. Not only were you efficient but you really understood my business needs and helped me streamline my accounting, saving me time and money. Forever grateful!
Mario Marzola
Mario Marzola
@Norwood Day Surgery
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Hard working, forward thinking, extremely knowledgeable and trustworthy. Would highly recommend Amy from AIM Consulting!
Tara Hope
Tara Hope
@
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I would highly recommend AIM Consulting. Amy is very knowledgeable and her training techniques are terrific.
Bradley Margetts
Bradley Margetts
@Boutique Bread
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AIM accountants as a new generation accountant for a new generation of business without the huge cost others charge for the simple things like asking for advise. Amy is easy to talk to and is very up to date with everything in the accounting and taxation world as we know.
Rory Hope
Rory Hope
@Rory School Lunches
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Amy from AIM Accountant is our trusted accountant and advisor. I have worked closely with Amy for quite a few years. She is a master of her craft, and I highly recommend her services to anyone.
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DETAILS
m: 0429777228 | e: amy@aimtaxservices.com.au | a: Adelaide SA 5092
 
AIM Accountants
ABN: 68 159 459 560 | TAX Agent Number: 26 197 882
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DISCLAIMER
The information contained in this website is for general information purposes only. The information is provided by AIM Accounting and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
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