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TASA 2009 Disclosure Statement

Tax Agent Services Act 2009 — Statutory Disclosure

Business Information Sheet  │  Required by TASA 2009 s.45(2)

About Our Registration

We are a registered BAS Agent. We are required to hold this registration to provide BAS Services, which include advice, interpretation, interactions with the ATO and lodgement of forms in respect of GST, BAS, Payroll and 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 by the Tax Agent Services Act 2009 and additional determinations. The Tax Practitioners Board (the Board) is the regulator of registered agents.

Our Disclosures

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

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  • Have not had our registration suspended or terminated by the Board.

  • Are not and have not been an undischarged bankrupt or been placed into external administration.

  • Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty.

  • Have not been sentenced to a term of imprisonment in Australia of 6 months or more.

  • Have not been penalised, subject to an injunction, or subject to an order requiring disclosure.

  • Are not subject to any conditions upon our registration.

  • Do not engage with other TASA-disqualified persons.

 

We are not aware of any matter — not otherwise discussed or presented to you — that would significantly influence your decision to engage or continue to engage our services. If there is anything you wish to discuss, please contact us.
 

This information is true and correct at the time of this statement. Any change to these matters will be updated within 30 days of us becoming aware of the change.

Statements Made to the ATO

In providing services to you, the law requires that we must not make, prepare, or permit any statement to the Commissioner that:

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  • Is false, incorrect or misleading in a material particular; or

  • Omits anything that causes the statement to be misleading.

 

If, based on subsequent information, a statement made appears to be false or misleading, we will discuss that information with you. Where we have reasonable grounds to believe the statement is false or misleading due to failure to take reasonable care, recklessness, or intentional disregard of a taxation law, we must advise you:

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  • That the statement should be corrected;

  • The possible consequences of not correcting the statement; and

  • Our responsibility to take further steps if required.

 

If the statement is not corrected and the false or misleading statement has caused or will cause substantial harm to the interests of others, the law requires us to notify the ATO that the statement should be corrected. In that event, we may have to withdraw from providing further services.
 

This information is required to be provided by TASA 2009 s.45(2).

Register of Tax Agents and BAS Agents

The Tax Practitioners Board maintains a public register of Tax Agents and BAS Agents containing registration details of registered, suspended and deregistered agents.

  • Register: tpb.gov.au/public-register

  • Guidance on using the register: tpb.gov.au/help-using-tpb-register

Complaints

We hope that any concern you may have with our service can be discussed with us first so we can respond to any misunderstanding or performance issue. Complaints about the services you receive can be made directly to the Tax Practitioners Board.

  • TPB complaints process and online form: tpb.gov.au/complaints

 

As a member of the Institute of Certified Bookkeepers (ICB), we are also subject to ICB's ethical requirements and disciplinary processes. Concerns regarding our ethical or professional conduct may be referred to ICB at icb.org.au.

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