Tax Agents Services Act 2009 Disclosure Statement
Company Registered Agent # 25163954
Individual Registered Agent # 26877007

We are a registered BAS Agent as required under the Tax Agent Services Act 2009 in order to provide BAS Services (including advice, interpretation, interactions with the ATO, lodgement of forms in respect to GST, BAS, Payroll & Superannuation Guarantee).

Any practitioner providing these services must be a registered BAS Agent or Tax Agent.

We are subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 and additional determinations.

The Tax Practitioners Board (the board) are the regulator of Registered Agents. We are also required to adhere to the requirements of the ATO in our interactions with their Online Services and use of other relevant software.

 

We advise as follows:

We advise that to the best of our knowledge and based on all information known to us, we:

have not committed a prior material breach of the Act or instruments made under the Act;

have not committed a prior material breach of the Act or instruments made under the Act;

are not being investigated by the Board on any matter of a material breach;

are not subject to any sanctions imposed by the Board

do not have any conditions applying to our registration;

have not been disqualified from providing services;

do not have as employees nor engage with others who have been disqualified from providing services;

have appropriate processes and systems of supervision and quality control of all work performed on our behalf;

have not had any charge or conviction relating to an offence relating to fraud or dishonesty;

have not had any imposition of a promoter penalty under the tax law;

have not had any charge or conviction relating to a tax offence;

are not aware of any matter that we have not otherwise discussed or presented to our clients and/or prospective clients that would significantly influence any decision to engage or continue to engage our services.

If there are any concerns or matters that you feel need to be addressed, please feel free to contact us.

 

Policy Statement - Code of Conduct

In our business we:

uphold and adhere to being a “Professional Bookkeeper”

maintain Member in Practice status with the Institute of Certified Bookkeepers

uphold and adhere to the requirements of the ICB Professional Code of Conduct

uphold and adhere to the requirements of the TASA2009 Code of Conduct for Registered BAS Agents (the Code)

uphold and promote the ethical standards of the tax profession,

comply with our personal and business tax and compliance obligations

To achieve this, in our business we:

have a Quality Management System.

undertake at least 30 hours per year of Continuing Professional Education.

provide training and resources to ensure we understand and apply the current business and compliance obligations for our clients.

provide training and resources to ensure we understand and apply the Code.

actively endorse, promote and require adherence to the Code.

have a culture of transparency, accountability, ethical conduct and compliance with the Code and the tax laws.

Our quality management system includes processes for:

our approach to providing services.

our approach to communication with Clients.

review of work performed.

supervision and control.

record keeping in relation to services provided.

recognition and required actions in relation to amending or correcting previous work, including any false or misleading statements to the ATO or other Government agency.

We specifically note that in accordance with the requirements of the Code, we uphold the principles of Honesty and Integrity, Independence, Confidentiality and Competence. We take reasonable care in ascertaining a client’s state of affairs and in ensuring that taxation laws are applied correctly to your circumstances in relation to the statements we are making on your behalf or the advice we are providing to you. We will advise you of your rights and obligations under relevant taxation laws.
We also advise that we will advise you of any matter that could significantly influence your decision regarding our engagement to provide services We require our clients to comply with their obligations and adhere to the relevant taxation laws.

 

About the Tax Practitioners Board

The Board maintains a public register of Tax Agents and BAS Agents. The register contains registration details of registered, suspended and deregistered tax and BAS agents. The register can be accessed by visiting www.tpb.gov.au/public-register Guidance on how to use the Register is available at www.tpb.gov.au/help-using-tpb-register Our registration details can be viewed on the register by visiting https://myprofile.tpb.gov.au/public-register/practitioner/?ran=26877007 and https://myprofile.tpb.gov.au/public-register/practitioner/?ran=25163954

 

Complaints Procedure

We note that we hope that any concerns you may have with our service are able to be discussed with us first to ensure we are able to respond to any misunderstanding or any performance issues. Our complaints form can be found here

Complaints about the services you receive can also be made directly to the Board. The Board’s complaints process is explained, and the online form available at www.tpb.gov.au/complaints As a Member in Practice with ICB, complaints relating to the registered member can also be made to ICB by downloading this complaints form and submitting it via email at admin@icb.org.au

Client Identity Verification is also required as part of our compliance with the Tax Practitioners Board. Information regarding the collection of this information can be found here If you would like to complete this verification now in conjunction with your enquiry, please use this form Client Identity Verification Form.

 

This information is required to be provided by TASA2009 Sn 45(2) and is required when an entity is considering to engage or re-engage a registered tax agent or BAS Agent or upon request.