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Our Disclosure Statement

Tax Agents Services Act 2009 – Disclosure Statement

We, Ozwide Bookkeeping, are a registered BAS Agent as required by the Tax Agent Services Act – 2009 (TASA 2009) and are authorized to provide BAS Services (including advice, interpretation, interactions with the Australian Taxation Office (ATO), and lodgement of forms related to GST, BAS, Payroll & Superannuation Guarantee). Under the law, any practitioner providing these services must be a registered BAS Agent or Tax Agent.

As a Registered BAS Agent, we are subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 as well as additional regulations and determinations set by the Tax Practitioners Board (TPB). The TPB regulates Registered Agents to ensure compliance with ethical and professional standards. Additionally, we are required to comply with the ATO’s requirements for using their online services and other relevant software.

Disclosure

We advise as follows, to the best of our knowledge and based on all information known to us;

We are not aware of any matter that we have not disclosed to you that would significantly influence your decision to engage or continue to engage our services. Should there be anything you wish to discuss, please contact us directly

  1. Compliance with TASA 2009:
    • We have not committed any material breach of the Tax Agent Services Act 2009 or any instruments made under the Act.
    • We are not under investigation by the TPB for any material breach.
    • We are not subject to any sanctions imposed by the TPB.
    • We do not have any conditions attached to our registration.
    • We have not been disqualified from providing services as a Registered BAS Agent
  2. Criminal and Tax Offences
    • We have not been charged or convicted of any offence relating to fraud or dishonesty.
    • We have not been subject to any imposition of a promoter penalty under tax law.
    • We have not been charged or convicted of a tax offence.
  3. Supervision and Quality Control
    • We maintain appropriate processes and systems of supervision and quality control for all work performed on our behalf by staff or third parties.
  4. Transparency
    • We are not aware of any matter that we have not disclosed to you that would significantly influence your decision to engage or continue to engage our services. Should there be anything you wish to discuss, please contact us directly

Public Register of Tax and BAS Agents

The Tax Practitioners Board (TPB) maintains a public register of registered, suspended and deregistered Tax Agents and BAS Agents.

The register is available 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

Complaints

We value your feedback and we hope that any concerns or issues you may have with our service are able to be discussed with us first to ensure we are able to respond to any misunderstanding or any performance issues.

If you wish to make a formal complaint, you can submit it directly to the Tax Practitioners Board through their complaints process, which is explained here: https://www.tpb.gov.au/complaints.

This information is required to be provided by TASA 2009 Sn 45(2) and is required when an entity is considering engaging or re-engaging a registered Tax Agent or BAS Agent or upon request.

This information is true and correct at the time of making this statement. Any change to this information must be updated within 30 days of us becoming aware of any change matter.

Statements made to the ATO

In our role of providing services to you, the law states:

We must not make a statement, prepare a statement, or permit an entity to make or prepare a statement to the commissioner that:

  1. Is false, incorrect or misleading in a material particular.
  2. Omits anything that causes the statement to be misleading.

If, after making a statement, based on subsequent information, it is apparent that the statement is false or misleading in a material particular, then we should discuss any further information that indicates the statement is not, in fact, incorrect

If we have reasonable grounds to believe that the false or misleading nature of the statement resulted from:

  1. Failure to rake reasonable care in connection with the preparation or making of the statement; or
  2. Recklessness as to the operation of a taxation law; or
  3. Intentional disregard of a taxation law.

Then we must advise you:

  1. That the statement should be corrected.
  2. The possible consequences of not taking action to correct the statement.
  3. Our responsibility to take further steps if required.

If the statement is not corrected, we may have to withdraw from providing any future services.

We also note that in the event that the statement is not corrected and the false or misleading statement has caused or will cause “substantial harm” to the interests of others, the law requires us to notify the ATO that a statement that has been made should be corrected.

This information is required to be provided by TASA 2009 Sn 45(2) and is required when an entity is considering engaging or re-engaging a registered Tax Agent or BAS Agent or upon request.

This information is true and correct at the time of making this statement. Any change to this information must be updated within 30 days of us becoming aware of any change matter.

Ongoing Compliance

This statement is accurate and complete at the time it is made. In accordance with the Tax Agent Services Act 2009 (Section 45(2)), we are required to update this information within 30 days if there are any material changes