Shane Roberts and Associates Pty Ltd

Business, Corporate & Taxation Specialists

Accountants & Tax Agents

Resolving disputes with your tax agent

From time to time disputes arise between clients and tax agents. When this occurs the Tax Agents’ Board may be able to provide assistance or guidance to help resolve the problem.

If you have a dispute with your tax agent you should initially discuss the matter with your tax agent and attempt to resolve it. If you are unable to resolve the matter with your tax agent you can contact the Board for guidance. Depending on the nature of the matter the Board may be able to investigate it and take action against the tax agent. If the matter does not fall within the jurisdiction of the Board, it may be able to provide advice on where you can go to obtain further help. If the matter is within the Board’s jurisdiction you will need to lodge a written complaint before any action can be taken. See Lodging a complaint for the process you should follow if you want to lodge a complaint with the Board.

You should note that the Board’s disciplinary powers are restricted to suspending or cancelling the registration of a tax agent. The Board does not have the power to order a tax agent to:

  • return your documents;
  • complete your tax return;
  • pay any penalties or interest imposed on you through the fault of the tax agent.

Although the Board cannot order an agent to attend to the above matters, it can ask the agent for an explanation which may assist in resolving the issue. If you wish to pursue such outcomes, you may wish to seek legal advice in addition to lodging a complaint with the Board.

If your tax agent is a member of a professional body you may also be able to seek their assistance in resolving your dispute.

 

A SIMPLE FUTURE

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