Taxpayer & Tax Agent Obligations

Your obligations to the Australian Taxation Office (ATO) and our obligations to you, the Tax Practitioners Board (TPB) and the ATO.

1. Your Obligations

It's your responsibility as a taxpayer to:

Our obligations require us to:

act honestly and with integrity
uphold and promote the ethical standards of the tax profession
act lawfully in your best interests
manage any conflicts of interest
take reasonable care to ascertain your state of affairs and apply tax laws correctly
keep your information confidential unless there is a legal duty to disclose
provide services competently
not knowingly obstruct the administration of the tax laws
advise you of your rights and obligations under the tax laws
account to you for money or other property on trust
not make false or misleading statements to the TPB or ATO, and in some cases withdraw their engagement with you and notify the TPB or ATO of certain matters
keep proper records
keep you informed of certain matters so you can make informed decisions
address an false or misleading statements we are responsible for
engage with clients to address other false or misleading statements, exploring options to correct

Our registration can be suspended or terminated, meaning we can't practice
We could received written cautions or orders from the TPB to undertake education or work under the supervision of another registered tax agent
Fines could be imposed by the Federal Court
Your tax and superannuation matters may not be accurate and you may be subject to enquiries or audits. Any tax shortfalls may attract penalties and interest, however, you may have litigation options to review decisions and to recover debts
In the case of fraud or criminality, penalties may lead to prosecutions

If certain prescribed events have occurred involving the tax agent within the last 5 years or the tax agent registration is subject to conditions, we must advise you of this at the time you make enquiries or engage/ re-engage for the provision of tax agent services. Otherwise we must notify you within 30 days of us becoming aware of any prescribed events or conditions on the registration.
You can access and search the TPB Register to verify registration details of Tax and BAS agents at https://myprofile.tpb.gov.au/public-register/
If you would like to make a complaint, please do not hesitate to contact us first to discuss a resolution. Should you not be satisfied with the proposed resolution, you can make a complaint to the TPB using a simple online form https://www.tpb.gov.au/complaints