TASA Disclosure Statement

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:

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 under the Act

• The Tax Practitioners Board is not investigating us on any matter of a material breach
• Are not subject to any sanctions imposed by the Tax Practitioners Board 
• Do not have any conditions imposed on my registration
• Have not been disqualified from providing Tax Agent Services
• Do not have employees, nor engage with others who have been disqualified from providing services
• Have in place the appropriate and required processes and systems for supervision and quality control of all work performed on our behalf.
• Have not had any charge or conviction relating to an offence of 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 and

• 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 us by email at info@tbaconsultants.com.au. Your complaint will be investigated by our Director or 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 and 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 we are unable to resolve your complaint, you may contact the TPB to lodge a formal complaint. Information on how to do this is available at: https://www.tpb.gov.au/complaints.

More information can be found on the Information for Client factsheet provided by the Tax Practitioners Board.