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Tax Agents Services Act 2009 – Disclosure Statement

On The Money Bookkeeping Pty. Ltd. (OTMB) is a registered BAS agent. This registration is required to provide BAS services, including advice, interpretation, interactions with the ATO, and lodgement of forms with respect to GST, BAS, payroll and the superannuation guarantee.

OTMB is subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 and additional determinations. The Tax Practitioners Board (the Board) is the regulator of registered agents. OTMB is also required to adhere to the requirements of the ATO in our interactions with their online services and use of other relevant software.

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

  1. Have not had our registration suspended or terminated by the Board.
  2. Are not and have not been an undischarged bankrupt or been put into external administration.
  3. Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty.
  4. Have not been sentenced to imprisonment in Australia for six months or more.
  5. Have not been otherwise penalised, subject to an injunction, or been subject to an order requiring disclosure.
  6. Are not subject to any conditions upon registration.
  7. Do not engage other TASA disqualified persons.

OTMB is not aware of any matter that we have not otherwise discussed or presented to you that would influence your decision to engage or continue engaging our services in any significant manner. Please contact us if there is anything you would like to discuss.

Register of Tax & BAS Agents

The Board maintains a public register of tax and BAS agents. The register contains details of registered, suspended and deregistered tax 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

OTMB hopes that any concerns you may have with our service are discussed with us first to give us the opportunity to respond to any misunderstanding or performance issues. Complaints about our services can be made directly to the Board. The Board’s complaints process is explained, and the online form is available at https://www.tpb.gov.au/complaints. TASA 2009 Sn 45(2) requires this information to be provided to an entity considering engaging or re-engaging a registered tax or BAS agent or upon request. This information is true and correct at the time of making this statement.

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

If the statement is not corrected, OTMB may have to withdraw from providing future services. If 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 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 OTMB becoming aware.

 

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