New ATO requirements

The ATO has announced there are new mandatory client verification standards for all accounting firms when taking on new clients.

The aim of the standards is to help reduce fraud and identity theft.

These new standards mean new clients will be asked to provide two (2) forms of identity.

We only need to sight the identification; we will not take copies of these.

Identification includes: a licence, passport or birth certificate and a Medicare card or last year’s notice of assessment.

If you are looking for a new accountant and would like to have a chat, please call us on 07 3847 4111.

https://www.ato.gov.au/Tax-professionals/Your-practice/Tax-and-BAS-agents/Strengthening-client-verification-guidelines/

Information we are required to Disclose to You

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Scott McLucas - Director by email. Your complaint will be investigated by the Director or a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint nd our understanding of the circumstances. The email will inform you that we will attempt to resolve yur complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.