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Accountants Letters

As of February 2025, we no longer need to provide accountants letters per 
Banking Code of Practice, however there are still some instances where accountants letters are required.

In the case that an accountants letter is required, the following must happen:

  1. The client must be onboarded (letter of engagement, added to the portal)
  2. The client must pay the fee upfront before we start the process.
  3. The tax agent only can sign the letter
  4. We will not guarantee income, solvency etc. We will state the financial position only.

The Accounting Academy charges $300 + GST. You are welcome to add your fee on top of this. 

Process:

  1. Onboard client
  2. Send invoice and receive payment
  3. Collate information (P&L and Balance sheet with current vs prior year, 2 years of tax returns, letter template if provided, loan amount and details)
  4. Send request  to wegotyou@theaccountingacademy.com.au.
  5. Allow 5 business days to complete the letter