Alexandra Professional Services is a proud member of the Australian Tax Practitioners Board (TPB). The TPB Maintains a public register of tax and BAS agents which allows you to confirm that our registration is current and shows if there any any issues with our registration that may affect your decision to engage or continue to utilise our services for your taxation and accounting requirements.
You may view our TPB record by clicking here.
As a taxpayer, it is important you:
- are aware of your obligations to the Australian Taxation Office (ATO)
- understand your tax practitioner has obligations to the ATO and the Tax Practitioners Board (TPB).
Our Rights, responsibilities and obligations to you as a registered tax practitioner
- Always 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 their tax agent or BAS 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.
- To 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.
- Address any false or misleading statements they are responsible for, or engage with you to explore options to correct other false or misleading statements.
- Keep proper records of services provided to you.
- Keep you informed of certain matters so you can make informed decisions about using or continuing to use their services.
Your Client Obligations
- Be truthful with the information you provide your tax practitioner.
- Keep the required records and provide them to your tax practitioner, if required on a timely basis.
- Be co-operative with your tax practitioner’s requests, and meet their due dates.
- Comply with the tax laws.
If you do not meet your obligations
- The ATO may impose administrative penalties (fines).
- Interest charges may be applied.
- In some cases, criminal prosecutions may be sought.
- The ATO may initiate debt recovery.
What you should expect from your tax practitioner
Your tax practitioner:
- will ask you questions to better understand your situation
- may ask you to substantiate and provide evidence of any claims you make
- won’t act illegally, even if it is in your best interests
- will keep you informed of certain matters, including about:
- the TPB Register
- the TPB’s complaints process
- certain events that occurred to them, and
- any conditions attached to their tax practitioner registration – see Information for clients factsheet for further information about what they need to disclose to you
- will advise you of your obligations under the tax laws.
Please click on the link to download a copy of the TPB Information for Clients factsheet.
TPB Complaints Process
The TPB advises that if you wish to make a complaint about your registered tax practitioner, you should first try to resolve the issue with them. If you have tried this and still wish to make a complaint, you can do so through the TPB website. Please click on the link to be directed to the TPB website complaints page, which has more information about the complaints process, including what types of complaints they can and cannot investigate.