NDIS guide

NDIS service agreements: requirements and a template checklist

An NDIS service agreement sets out which supports you'll deliver, how, when and at what price, plus your cancellation policy, how changes are made and how to complain. Registered providers must give each participant a copy signed by both of you, or record why that isn't possible.

Last reviewed 28 October 2026 by the AppliQ Team. Check the sources below for the latest rules.

Do you need a service agreement?

Under the NDIS Practice Standards, registered providers work with each participant to create an agreement that sets expectations, describes the supports and explains any conditions. The participant receives a copy signed by both the participant and the provider. If that isn't practical, or the participant doesn't want one, the provider records why.

Unregistered providers should still use one. It is your evidence of what was agreed, and the ATO says an NDIS supply is only GST-free when there is a written agreement that identifies the participant and states the supply is a reasonable and necessary support in their plan.

Template checklist: what to include

Use these sections as your template. The agreement doesn't need to cover the whole plan period, and it should be in a language and format the participant understands.

SectionWhat to write
PartiesThe participant's name and NDIS number, any nominee or guardian, and your business name and ABN.
SupportsEach support, how it's delivered, the day, time and place, and whether it's regular or one-off.
PricesThe price of each support, using the support item from the NDIS Support Catalogue, plus any provider travel, materials or other charges, and whether GST applies.
PaymentHow you'll be paid: by the NDIA, a plan manager or the participant if they self-manage.
CancellationsYour cancellation policy, including the notice the participant must give and what you can charge for a short notice cancellation.
ResponsibilitiesWhat each party agrees to do before supports start, and what happens if either can't meet those responsibilities.
Changes and reviewWhen the agreement will be reviewed and how either party can ask for a change.
Ending the agreementHow much notice either party must give to end it.
Feedback and complaintsHow to raise a concern, who to contact, and that complaints can go to the NDIS Quality and Safeguards Commission.
EmergenciesHow supports continue in an emergency or disaster.
SignaturesSigned and dated by the participant (or their representative) and the provider.

Keep the agreement as evidence

From 27 August 2026, providers must keep records that support each NDIS claim for seven years, and the service agreement is one of those records. Keep every signed version, not just the latest, so you can show what was agreed on the day each support was delivered.

Common mistakes

  • Charging a price that isn't in the signed agreement.
  • Claiming a short notice cancellation the agreement doesn't allow for.
  • Changing days, times or prices without updating and re-signing the agreement.
  • Leaving out how to make a complaint.

How Care Nexus helps

Care Nexus builds the service agreement from the referral, using your services and prices. For each service you select, it picks up the rules for the participant's funding, such as the cancellation notice period, and sends the agreement for eSign. When a participant asks to change a service, the agreement is updated automatically and sent for eSign again, and every signed version stays on the participant's record.

Sources

Questions

Frequently asked questions.

Is an NDIS service agreement mandatory?

For registered providers, the Practice Standards expect a signed agreement with each participant, or a record of why there isn't one. For unregistered providers it isn't required by the NDIA, but it's strongly recommended and is needed for GST-free supplies.

Can a sole trader use a service agreement template?

Yes. The same sections apply whatever the size of your business. Fill in your own supports, prices and policies, and keep a signed copy.

How long should an NDIS service agreement last?

As long as you and the participant agree. It doesn't need to match the plan period, but it should say when it will be reviewed.

Put it into practice

How Care Nexus handles it.

  • Service agreements

    NDIS service agreements and schedules of supports, signed online.

    See the feature
  • NDIS pricing

    Plans for NDIS providers.

    See pricing
  • NDIS Pricing Arrangements explained for providers

    The NDIS Pricing Arrangements set the most you can charge for each support. Limits for 2026–27 apply from 1 July 2026, with a 40% loading in remote areas and 50% in very remote areas.

    Read the guide
  • NDIS short notice cancellations: the rules for providers

    Support worker services cancelled with less than 7 clear days' notice, and most other supports with less than 2 clear business days, can be claimed at up to 100% of the agreed price if your service agreement allows it.

    Read the guide
  • How to make NDIS bulk payment requests

    A bulk payment request is one CSV file that claims every support you delivered to NDIA-managed participants over a period, uploaded in the my NDIS provider portal instead of claiming one by one.

    Read the guide
  • NDIS invoice requirements: what every invoice needs

    An NDIS invoice must show your business name and ABN, the participant's name and NDIS number, the support item number, quantity and price, the claim type, the date of each support, the total and any GST. One invoice covers one participant only.

    Read the guide
  • NDIS care plans: what a support plan must include

    An NDIS care plan, called a support plan in the Practice Standards, records the participant's needs, preferences, strengths and goals, the risks and how they're managed, preventive health and emergency arrangements. It's made with the participant and reviewed at least once a year.

    Read the guide

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