Information for clients
Tax Agent Registration
I am registered with the Tax Practitioners Board to provide Tax Agent Services. My registration number is 25490501.
You can verify my registration using the public register at www.tpb.gov.au/public-register
Our Responsibilities
As registered tax agents, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009. This includes obligations to:
- Act honestly and with integrity
- Comply with all relevant taxation laws
- Act in the best interests of our clients (unless doing so would breach the law)
- Maintain professional competence and undertake appropriate continuing education
- Ensure client confidentiality is maintained at all times
- Properly supervise staff and outsourced service providers
- Maintain appropriate administrative and quality assurance procedures
Disclosures of Significant Matters
Kaleidoscope Accounting advise that to the best of our knowledge and based on all information known to us, we
- Have not had our registration suspended or terminated by the Board.
- Have not been an undischarged bankrupt or been put into external administration.
- Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty.
- Have not been sentenced to a term of imprisonment in Australia for 6 months or more.
- Have not been otherwise penalised, subject to an injunction, or been subject to an order requiring disclosure.
- Are not subject to any conditions upon our registration.
- Do not engage with other TASA disqualified persons.
Kaleidoscope Accounting is 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, please contact us.
Should any such matters arise in the future, this disclosure will be updated within 30 days in accordance with our obligations under the Tax Agent Services Act 2009.
Your Responsibilities
Clients engaging us for our services are expected to:
- Provide full and accurate information in a timely manner
- Maintain complete and up-to-date records
- Respond to information requests to enable timely and accurate service delivery
- Retain records as required under Australian tax law
- Abide by all relevant taxation and employment laws, including the Fair Work Act, Superannuation Guarantee laws, and other applicable regulations
- Not knowingly provide false or misleading information to us or to government agencies.
Complaints Process
We are committed to providing quality services to our clients.
If you have a complaint about our Tax Agent services, you will need to contact us by telephone, email or in writing. We will attempt to resolve your complaint within 14 days.
If the matter is not resolved, you have the right to make a complaint to the Tax Practitioners Board https://www.tpb.gov.au/complaints.
More information can be found on the Information for Clients factsheet provided by the Tax Practitioners Board.