Tax Agent Services (Professional Code of Conduct) 2024

Disclosure of Information

 

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:

1. 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  

2. 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

3. If you have a complaint about our Tax Agent services, you will need to contact us in the first instance with details by email to principal@sacservices.com.au. If we are unable to resolve your complaint within 4 business days, your complaint will be investigated either by the Director or a staff member or a qualified independant advisor 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 your 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 https://www.tpb.gov.au/complaints. Please carefully read on the TPB website link what the TPB can and cannot investigate about complaints. 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. Below are information points on a Complaint as advised by the TPB as follows:

 

• what the tax practitioner was engaged or paid to do

• what the tax practitioner did or did not do

• matters relating to the tax practitioner's conduct

• information provided to the tax practitioner that was not actioned or actioned incorrectly

• what you have done to try to resolve the issue

• what the tax practitioner has advised you

• consequences of the tax practitioner's actions

• what outcome you expect to achieve by your complaint

• you declare the information you have provided is true and correct