Tax Agent Services Act (TASA) Disclosure

Last updated: 1 November 2024

Information I am required to disclose to you

As a registered tax agent, I am governed by the Code of Conduct in the Tax Agent Services Act 2009 (the Act). Under the Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 section 45(2)(a) requires that I make the following disclosures to you: 

Matters that I believe could significantly influence your decision to engage me (or continue to engage me) for a Tax Agent Service from 1 July 2022 onward include the following:  

I advise that to the best of our knowledge and based on all information known to us, I

• Have not committed a prior material breach of the Act or instruments under the Act;
• Am not being investigated by the Tax Practitioners Board on any matter of a material breach;
• Am not subject to any sanctions imposed by the Tax Practitioners Board;
• Do not have any conditions imposed on our registration, 
• Have not been disqualified from providing Tax Agent Services;
• Do not have as employees nor engage with others who have been disqualified from providing services;
• Have appropriate and required processes and systems of supervision and quality control of all work performed on our behalf;
• Have not had any charge or conviction relating to an offence relating to 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
• Do not, nor intend to, outsource work to overseas providers. 

I am not aware of any matter that we have 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 would like to discuss, don't hesitate to get in touch.  

The Tax Practitioner's Board (TPB) maintains a Tax Agents and BAS Agents register. My tax agent number is 26029695. You can access and search this Register at https://www.tpb.gov.au/public-register

Guidance on how to use the Register is available at https://www.tpb.gov.au/help-using-tpb-register

Complaint Resolution Process

I take complaints about our Tax Agent Services seriously and are committed to resolving them efficiently and fairly. I have implemented the following process should you have a complaint:

• If you have a complaint about my Tax Agent services, please email stephen@canberrataxsolutions.com.au with the details of your complaint. All complaints must be in writing.
• Where possible, your complaint will be investigated by a party involved in the dispute.
• I  will email you an email acknowledging receipt of your complaint and our understanding of the circumstances.
• The email will inform you that we will attempt to resolve your complaint within 14 days and outline the dispute resolution process.
• If you are unhappy with the outcome that we propose to you, you can then take the complaint to the Tax Practitioners Board at https://www.tpb.gov.au/complaints  

Complaints the Tax Practitioners Board can assist with include:

• Breaches of the Professional Code of Conduct;
• Any false or misleading statements made to the Commissioner of Taxation;
• Advertising or providing Tax Agent, BAS Agent or Tax (financial) advice serviced for a fee when not registered; and
• Any other conduct that may breach the Act.

The Tax Practitioners Board will email you a receipt acknowledging your complaint and will proceed to review, risk assess and respond to it. If you are unhappy with how the Tax Practitioners Board has handled your complaint, visit https://www.tpb.gov.au/complaints for details about your review rights and who can assist you further.

This information is accurate and correct at the time of this statement. I will update this disclosure within 30 days of becoming aware of any change.