If you and your client are required to sign declarations of authority to act and/or lodge for Business Activity Statement (BAS), you can use Practice Ignition to streamline this process. 

Summary

In this article, we will show you how to set up your engagement letters.

At the very bottom of the article, we have included the pre-configured (for PI) templates for:

  1. BAS Authority to Access Client Information
  2. BAS Authority to Lodge

Please note you are accepting responsibility (and any associated risks) for using these templates in your account. We strongly recommend you double check with your professional association or indemnity insurance provider prior to engaging your clients with these templates. 

If you need help setting up these templates or you'd like help in bulk creating Declaration proposals to send to your entire client base, please email [email protected], reference this article and your CSM or Account Manager will be glad to assist.

Setting up your account

Read the full instructions below or watch this short video: 

Setting up your engagement template 

As is the case for all authority declarations, there will be sections of the authority that needs to be changed for each and every client. Using Practice Ignition’s Placeholders, you’ll be able to automatically update the declaration with all the information you need. 

If you want to create your own template from scratch, Navigate to the Templates library (click to go straight there in your account) and start a new template.

Paste in the declaration wording you need to include and look for the information you need to replace each time you send the declaration to a different client. The templates at the bottom of this article have already been pre-formatted with relevant placeholders so you can just copy and paste into a new template.

In the example above, We need to change several pieces of information such as the Business Phone Number, Address and adding in ABN. Of course, there are other pieces of information you can add in, such as the clients' ABN (which we've accounted for in the templates below). If that is the case, simply search for the additional placeholders you need or simply write in the information directly into the template.

Once you've finished adding the appropriate placeholders your template will appear to your client like this:

Once they sign, their signature will populate within the declaration, and then a PDF copy will be sent to them for their record keeping.

Declaration Templates Pre-configured for Practice Ignition

Please note you are accepting responsibility (and any associated risks) for using these templates in your account. We strongly recommend you double check with your professional association or indemnity insurance provider prior to engaging your clients with these templates.

BAS Authorities

Please note that the BAS templates have more client information included in the template, such as company structure, address, and phone number. These details must be added to the client record in order to populate in the authorisation template. Simply edit your clients of the setup instructions above. 

Provided you've followed the setup instructions above, you should not need to make any formatting changes EXCEPT for adding your name, company ABN, BAS agent number, phone number & Address. Please feel free to change the content of the authorisation if you prefer different wording or your association has different requirements. 

 BAS Agent - Authority to Access Client Information

This authority extends to all areas agreed between the Taxpayer and the BAS Agent which the BAS Agent is permitted to undertake by law, including but not limited to;

* Adding the Taxpayer to the Client List of the BAS Agent with the ATO ECI lodgement facility
* Adding the Taxpayer to the Client List of the BAS Agent on the ATO BAS Agent view of the Portal
* Adding the Taxpayer to the Clients list of the BAS Agent on SBR enabled Software
* Representing the Taxpayer in their dealings with the Commissioner in relation to a BAS Provision
* Preparing and Lodging Activity Statements & Payment Summary Information
* Having access to activity statement and related information that may be provided.

<br></br>

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone }}
* Business Address: {{ client.address }}

I hereby provide the above authorisation until revoked in writing. I am authorised to make this declaration :
Signed {{ signature.client }}
{{ contact.name }}
{{ client.name }}, ABN: {{ client.company_number }}
Date: {{ proposal.acceptance_date }}

(Please note this form is for your records only and is not required to be lodged with the ATO. This form does not cover any other type of lodgement authorisation.)

h3. BAS Agent Details and Declaration
* Trading Name: {{ practice.name }}
* Primary Authorised Individual: <BAS AGENT NAME>
* Capacity & BAS Agent No: <BAS AGENT NUMBER>
* Phone Number: <Number>
* Business Address: <Address>

I declare I am authorised under the TASA2009 to act as or for a Registered BAS Agent and am able and permitted to provide the above services

Signed {{ <NAME> | signature }}
{{ practice.name }}, ABN: <XX-XXX-XXX-XXX>
Date: {{ proposal.acceptance_date }}

BAS Agent - Authority to Lodge

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone }}
* Business Address: {{ client.address }}

I declare that:
* The information provided to the BAS Agent for the preparation of the activity statement is true and correct;
* to the best of my knowledge all relevant information has been provided to the BAS Agent;
* that we have valid tax invoices for all amounts of GST Input Tax Credits being claimed in this Activity Statement and that
* I am authorised to make this declaration.

I authorise the BAS Agent to give this activity statement to the Commissioner of Taxation.
Signed {{ signature.client }}
{{ contact.name }}
{{ contact.salutation }}
{{ client.name }}, ABN: {{ client.company_number }}
Date: {{ proposal.acceptance_date }}



h3. BAS Agent Details and Declaration
* Trading Name: {{ practice.name }}
* Primary Authorised Individual: <BAS AGENT NAME>
* Capacity & BAS Agent No: <BAS AGENT NUMBER>
* Phone Number: <Number>
* Business Address: <Address>

I declare that:

* I have prepared this activity statement in accordance with the information supplied by the entity;
* I have received a declaration made by the entity that the information provided to me for the preparation of this activity statement is true and correct; and
* I am authorised by the entity to give the information in this activity statement to the Commissioner. |

Signed {{ <NAME> | signature }}
{{ practice.name }}, ABN: <XX-XXX-XXX-XXX>
Date: {{ proposal.acceptance_date }}


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