Proposals for tax, bookkeeping and payroll
Individual and business tax returns, sales tax and VAT returns, financial statements, fringe benefits, bookkeeping, payroll, quoted as clear fixed fees and engaged in one signed document.
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QuoteCloud helps accountants and bookkeepers quote compliance work: tax returns and sales tax, financial statements, fringe benefits, bookkeeping, payroll, as fixed fees or packages from a services catalogue. The client ticks the extras they need and signs the engagement online. QuoteCloud prepares and sends the documents; filing stays in your tax and practice software.
Four sheets from a fictional practice's compliance documents behind index tabs, taking turns at the front: the Compliance, Growth and Advisory packages; the engagement scope listing the company and directors' returns, quarterly sales tax, payroll and bookkeeping; the fees with add-ons for weekly bookkeeping, a forecast and the fringe benefits return; and the practice's own working calendar for the year, July to June, with sales tax quarters, monthly Xero reviews, statements and returns, management reports and a tax planning call.
The compliance year, quoted by client
Three clients of the same fictional practice. Each document is built from a template for that kind of client, with the services priced from one catalogue.
Scope of the engagement
We will
- Financial statements and company tax return, 2026–27
- Directors' individual tax returns (2)
- Quarterly sales tax returns and the annual reconciliation
- Payroll processing and reporting, up to 10 staff
- Monthly bookkeeping review in Xero
- Quarterly management report
Not included
- Tax authority reviews or audits
- New entities or restructures
- Grant or R&D tax credit applications
- Valuations
Acceptance: every director signs
1 of 2 signed
- Ana RibeiroDirector Signed14 Jul 2026
- Tom RibeiroDirector Awaiting signature
Engagement summary
- Entity
- Hearth Lane Bakery Ltd
- Period
- 1 Jul 2026 – 30 Jun 2027
- Fixed fee
- $940/mo + tax
- Expires
- 30 June 2027
Certificate of authenticity and audit trail attached
One scope for the company and its directors
The company's financial statements and return, both directors' individual returns, quarterly sales tax returns and the annual reconciliation, payroll, in one engagement both directors sign.
- What's in scope and what isn't, written down
- Out-of-scope work quoted before it starts
- Every director signs their own block
Choose your package
Your fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Monthly package | |||
Growth packageFixed fee, shown monthly in this agreement
|
Monthly | $760 | $760.00/mo |
| Once-off | $650 | ||
Onboarding and prior-year reviewRecords transfer, Xero file check, prior-year filings reviewed
|
1 lot | $650 | $650.00 |
| Add-ons Tick to add | |||
| Monthly | $180 | $180.00/mo | |
| Monthly | $320 | $320.00/mo | |
| Monthly | $45 | $45.00/mo | |
- Subtotal
- $650.00
- Tax (10%)
- $65.00
- Total
- $715.00
- Monthly fee in this agreement, plus tax
- $940.00/mo
- Onboarding fee, paid on signing (100%)
- $715.00
Bookkeeping and sales tax as a monthly package
Compliance, Growth or Advisory, with weekly bookkeeping and the fringe benefits return as add-ons the client ticks. Choose a package and the monthly figure follows.
- Packages as a single choice
- Add-ons as optional rows
- Onboarding fee paid on signing
Price tables and payments: Essentials and up
Fixed-fee packagesAnnual fixed fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Each year | $2,450 | ||
Financial statements and member statementsTwo members, accumulation and pension
|
1 year | $1,450 | $1,450.00 |
Fund annual returnPrepared for the trustees to sign
|
1 year | $450 | $450.00 |
Independent auditBy an independent registered auditor we engage, not our firm
|
1 year | $550 | $550.00 |
| If needed Tick to add | |||
| 1 year | $260 | $260.00 | |
| 1 lot | $380 | $380.00 | |
- Subtotal
- $2,450.00
- Tax (10%)
- $245.00
- Total
- $2,695.00
- Plus, monthly
- $0.00/mo
Both trustees sign
2 of 2 signed
- Peter MarlowTrustee Signed3 Jul 2026
- Lyn MarlowTrustee Signed3 Jul 2026
Engagement summary
- Fund
- Marlow Family Fund
- Year
- 1 Jul 2026 – 30 Jun 2027
- Fixed fees
- $2,695.00 inc tax
Certificate of authenticity and audit trail attached
The fund's accounts, return and audit
Financial and member statements, the annual return and the independent audit you arrange, as fixed annual fees, with optional items if a pension starts. Both trustees sign.
- Fixed annual fees with optional items
- The independent audit set out clearly
- Both trustees sign
Your compliance year, set out as our calendar
Show the client when the work in their package happens: sales tax returns each quarter, a monthly bookkeeping review, statements and returns, management reports and the tax planning call, month by month through the financial year.
These are the practice's own working dates, written into the proposal. Filing due dates are set by the tax authority; QuoteCloud doesn't track them, file anything or send reminders. Questions get answered in the document, like this one about casual weekend staff on payroll.
- A working calendar as content in the proposal
- Bookkeeping and payroll as repeating charges, never billed by QuoteCloud
- Payroll priced by staff numbers, with quantity editing if the client sets the count
- Comments and replies inside the document
Our working calendar for your year When we do the work in your package (our own dates)
| Service | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quarterly sales tax returns prepared for your reviewQuarterly | 1 task | none | none | 1 task | none | none | 1 task | none | none | 1 task | none | none |
| Bookkeeping review in XeroMonthly | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task | 1 task |
| Financial statements and tax returnsYearly | none | none | 1 task | 1 task | none | none | none | none | none | none | none | none |
| Quarterly management reportQuarterly | none | 1 task | none | none | 1 task | none | none | 1 task | none | none | 1 task | none |
| Year-end tax planning callYearly | none | none | none | none | none | none | none | none | none | none | 1 task | none |
| Tasks | 2 | 2 | 2 | 3 | 2 | 1 | 2 | 2 | 1 | 2 | 3 | 1 |
Our own working dates for your package. Your filing due dates are set by the tax authority and can differ; QuoteCloud doesn't file or send reminders.
How the fees work
- The monthly fee is fixed for the year in this agreement. We invoice it each month from our accounting system.
- Work outside the package (a new entity, a tax authority review, a grant application) is quoted before we start.
- The onboarding fee is paid by card when you sign.
Tom RibeiroDoes payroll cover our casual weekend staff?
Chloe TanYes: up to 10 staff in total, casuals included, with payroll reporting each pay run.
Every compliance service, as a scoped line
Priced from your services catalogue, so each line carries the same description and fee for every client manager who quotes it.
Tax returns
Individual, company, trust and partnership returns as fixed-fee lines, each with what's included in its note.
Sales tax and VAT returns
Monthly or quarterly sales tax returns and the annual sales tax reconciliation, priced per return or inside a package.
Financial statements
Annual statements with the company return, or special-purpose statements for a lender as their own line.
Fringe benefits returns
An add-on the client ticks if they provide fringe benefits, priced once or spread across the year.
Bookkeeping
Weekly or monthly reconciliations as repeating charges in the agreement, beside the once-off catch-up work.
Payroll
Priced per pay run or by the number of staff, with payroll reporting described in the line's note.
Quote next year's compliance work from QuoteCloud
Free for 14 days, no credit card. Send us your current compliance proposal and we'll convert one template for you during the trial.
Ask for the records in a document, too
Year-end runs on information from the client. Send a branded information request: questions answered in a Forms block inside the document, and a checklist of the files you need, marked received or still requested.
The sample is the same practice's request for a grant application; your year-end request uses the same two blocks. Tax ID numbers, identity documents and bank details go through your own secure portal, never the document.
- Answers collected inside the document
- A checklist of records, received or requested
- Sensitive details through your secure process
Forms block: Business plan
Client onboarding & information requestsAbout your business and the project
Forms block · Business plan- Legal entity nameTextCorrin Precision Ltd
- Years tradingNumber11
- Employees (FTE)Number38
- Turnover, last financial yearChoice$5m – $10m
- The project in one sentenceLong textReplace manual finishing with an automated cell and cut compressed-air energy use.
- Has any of the project started?ChoiceNo, nothing ordered yet
- Planned startDate1 Feb 2027
- Other government funding for this project?ChoiceNone
Evidence checklist
5 of 7 received- Financial statements, last two yearsWe hold theseReceived
- Supplier and contractor quotesYouReceived
- Project plan and timetableYou, with RajReceived
- Energy bills, last 12 monthsYouReceived
- Board minute approving your contributionYouReceived
- Letters of support, customer and supplierYouRequested
- Insurance certificates of currencyYouRequested
Send files and any sensitive details (tax ID numbers, identity documents, bank details) through our secure client portal, never in this document.
A compliance client's year, in five documents
Where QuoteCloud fits in the year, and where your tax and practice software takes over.
Quote the year
Packages and add-ons from your catalogue, with the monthly figure set out in the agreement.
Engage the client
The scope and terms, signed by every director or trustee in their own browser.
Request the records
An information request with a Forms block (Business) and a checklist of what you need.
Do the work in your software
Prepare and file returns and sales tax returns in your tax and practice software as you do now. QuoteCloud doesn't file or connect to the tax authority.
Re-engage next year
The engagement expires on 30 June; the Expiring Soon filter lists what's due for re-engagement.
Compliance and bookkeeping templates
Real QuoteCloud templates for accounting services proposals and bookkeeping contracts. Add your services, fees and terms.
- Proposal template Accounting Services Proposal Template Pre-written accounting services descriptions, a large pricing table and eSignature fields. View template
- Contract template Bookkeeping Contract Template A service contract for new business clients, for an accountant, bookkeeper or agency. View template
- Proposal template Accounting Proposal Template A detailed accounting services proposal with pre-written descriptions, a pricing table and a signature area. View template
Tax and bookkeeping proposal questions, answered
Does QuoteCloud file tax returns or sales tax returns?
No. QuoteCloud prepares and sends your proposals, engagement letters and information requests, collects signatures and takes a payment on signing. You prepare and file returns and sales tax returns in your tax and practice software, as you do today. QuoteCloud doesn't connect to the tax authority.
Can we quote tax, bookkeeping and payroll in one proposal?
Yes. Each service is a line in the price table, from your services catalogue: once-off work such as returns and financial statements beside repeating monthly charges such as bookkeeping and payroll, with optional add-ons the client ticks.
Can bookkeepers price payroll by the number of staff?
Yes. Put the number of staff as the line's quantity at a price per employee. With quantity editing turned on, the client can set the count themselves and the totals update.
Can the proposal show our compliance due dates?
Yes, as your own content: a table or text block listing the months you'll prepare each tax return, sales tax return or fringe benefits return. QuoteCloud doesn't calculate, track or remind about due dates.
How do we collect year-end records from clients?
Send an information request as a QuoteCloud document: a Forms block (Business plan) collects answers inside it, beside a checklist of the files you need. Keep tax ID numbers, identity documents and bank details out of the document and collect them through your secure portal.
Which templates suit tax and bookkeeping work?
The Accounting Services Proposal Template and the Bookkeeping Contract Template are real QuoteCloud templates you can open, brand and edit. During the trial QuoteCloud also converts one of your existing templates for free on Essentials, Business and Enterprise.
More of QuoteCloud for accounting
Compliance is the base of the practice. These pages cover the rest.
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Fixed-fee packages & pricingGood, better, best packages, add-ons the client ticks and monthly fees set out in the agreement.Explore
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Fund and compliance auditsAnnual fund engagements every trustee signs, and audit proposals with clear scope and independence.Explore
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Advisory & virtual CFOForecasts, budgets, business plans and a monthly CFO retainer, with discounts approved by a partner first.Explore
- Engagement letters & terms of engagementScope, responsibilities, fees, limitation and privacy, from your template, signed by every director or trustee.
- Client onboarding & information requestsInformation requests with a Forms block and checklist, every director signing and an onboarding fee on signing.
- Annual re-engagementExpiry dates, the Expiring Soon filter and next year's letters sent in bulk and tracked until signed.
- Structures, sales & successionCompany, trust and partnership set-ups, restructures, valuations, business sales and succession plans.
- Government grant engagementsScope and price grant application work: fixed or success-fee options, a timetable and a signed engagement.
- Grant application documentsInformation requests, budget schedules, milestones, risk and signed declarations, exported as a PDF for the funder's portal.
- R&D tax credits and incentivesRegistration and claim engagements with clear limits, and activity descriptions the client's team confirms.
- Xero, QuickBooks & practice integrationsSigned engagements to Xero or QuickBooks Online through Zapier, and practice tools through Zapier, Make or the API.
- Accounting templatesReal QuoteCloud templates for engagement letters, accounting proposals, bookkeeping, audit, grants and budgets.
- QuoteCloud implementation for practicesYour services price book, locked engagement terms, a template per service line, approvals and training.
- FAQAnswers to the questions accounting firms, bookkeepers and grant consultants ask most.
Next year's compliance work, quoted and engaged
Free for 14 days. No credit card required.