Answer two questions and you will have it narrowed down. Every document page also lists related documents.
1. Agreement or terms?
|
Agreement |
Terms & Conditions |
| How it works |
A full contract both parties sign. |
Terms you attach to your quote, proposal or order. |
| Best for |
Bigger jobs, ongoing work, jobs with lots of attachments, or when the other side wants a signed contract. |
Everyday quotes and smaller jobs. Bigger jobs work too if you are happy with the terms. A wind farm could be built under T&Cs. |
| Signing |
Both parties sign. Check that everyone signing is authorised to. |
No signature needed. The client or customer accepts your quote by email or by their actions. |
| Details |
Names, prices and dates go in the Details table. |
Names, prices and dates go in your quote. |
If you send quotes, start with the Terms. If the job is large or the other side asks for a contract, use the Agreement.
2. What is the job?
Contractor, consultant or services?
| Document |
Use it when the work is… |
| Contractor |
Physical work with a result: building, installing, repairing. |
| Subcontractor |
Part of a bigger job you have already contracted to do for someone else. |
| Consultant |
Advice, design, reports or expertise that the client relies on. |
| Services |
Anything else done for a fee, such as admin, IT, marketing or maintenance. |
Hiring someone to work in your business?
There is plenty of case law on this. Calling someone a contractor does not make them one. If you control how, when and where they work, and they work as part of your business, they may be an employee. See the ATO’s guide to the difference between employees and independent contractors.
Letters and notices
Other documents
Still not sure? Contact us and tell us what the job is. We’ll point you to the right document.