TPB Requirements
The Tax Practitioners Board (TPB) regulates tax practitioners to protect and assure consumers that tax practitioners meet appropriate standards of professional and ethical conduct.
New client verification
As a tax agent in complying with requirements of the TPB, HLB Mann Judd requires verification of client identities prior to providing Tax and BAS services.
Sharing of sensitive personal information is integral in the delivery of tax and BAS services. Identity verification checks help mitigate the risk of identity theft and fraudulent activity for both clients and tax agents.
Upon engagement, proof of identity checks will apply to all new clients and new authorised representatives thereof. Identity verification involves confirmation of:
- The identity of our clients and individuals with authority to instruct on their behalf
- The authority of individuals to instruct HLB Mann Judd on behalf of a client.
Verification is currently not required for existing clients, though is required for all new authorised representatives of existing clients.
TPB Register
The TPB Register contains details of registered tax and BAS agents. It also includes any breaches of the Code of Professional Conduct and sanctions imposed that are on the public record.
Access the TPB Register via its website: https://www.tpb.gov.au/public-register
Beaches or complaints
We endeavour to provide clients with the best advice and service at all times. If you are not satisfied with our services, we encourage you to discuss your complaint directly with your tax or BAS practitioner before taking further action.
Should your complaint pertain to the provision of tax services you may also choose to notify the TPB via its website: https://www.tpb.gov.au/complaints