TAX AGENT SERVICES

PROFESSIONAL CODE OF CONDUCT

Keeping You Informed: Our Commitment to Transparency

As a registered tax practitioner, we are committed to keeping you informed about essential matters that support your ability to make well-informed decisions regarding our services. This commitment aligns with the obligations outlined by the Tax Practitioners Board (TPB) under section 45 of the Tax Agent Services (Code of Professional Conduct) Determination 2024.

Information We Provide to Our Clients

We ensure that all current and prospective clients receive the following information in a clear and unambiguous manner:

1. Access to the TPB Register

The TPB maintains a public register of registered tax agents and BAS agents. You can access and search this register to verify our registration status and credentials.

2. How to Lodge a Complaint

If you have concerns about the services provided, you have the right to lodge a complaint with the TPB. The TPB's complaints process is designed to address and resolve issues effectively.

3. Understanding Rights and Responsibilities

We provide general information about:

  • Our obligations as a registered tax practitioner under the Tax Agent Services Act 2009 (TASA) and the Code of Professional Conduct.

  • Your obligations as our client, including the importance of providing accurate and timely information relevant to the tax services we offer.

4. Disclosure of Prescribed Events

We will inform you if any prescribed events have occurred within the last five years that may affect our services. These events include, but are not limited to, sanctions or conditions imposed on our registration.

5. Conditions on Our Registration

If our registration is subject to any conditions that limit the scope of services we can provide, we will disclose this information to you promptly.

Timing of Information Disclosure

We are obligated to provide the above information:

  • Upon engagement or re-engagement: When you become a client or re-engage our services.

  • Upon request: If you request any of the information outlined above.

  • Within 30 days: If a prescribed event occurs that we have not previously disclosed to you.

Our Communication Approach

We deliver this information in writing, ensuring it is presented prominently and clearly. Our communication methods include:

  • Email correspondence

  • Inclusion in engagement letters

  • Information displayed on our website

By adhering to these practices, we aim to maintain transparency and uphold the highest standards of professional conduct.

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