Information for clients

As a member of the IPA and the ICB, In-house Team Accounting :

• Is constantly kept up to date with new and updated laws and requirements.

• Can access continuing professional education opportunities.

• Have the required Professional Indemnity Insurance in relation to services we provide to you.

• Access resources and support services as and when required.

• Adhere to the IPA and the ICB professional code of conduct.

In-house Team Accounting includes for your attention the following documents:

• IHT’s Professional standards.

• IHT’s Disclosure Statement - Declaring the matters required by TASA2009 (Code of Conduct) Determination.

• IHT’s Policy Statement - includes IHT’s adherence to the TASA2009 Code of Conduct.

Professional Standards

Tax Agents and BAS Agents Register

In-house Team Accounting’s BAS agent number is: 2588 1941.

The Tax Practitioners Board maintains a public register of Tax Agents and BAS Agents.

The register contains registration 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

Our IPA’s Public Practice Certificate number is 18492.

Our ICB’s Public Practice Certificate number is 407267.

We aim to provide the highest standard of professional service and are focused on the concerns of your business. If, for any reason, you feel you have not received the level of service expected or have an issue to raise, please contact myself to discuss how the problem may be resolved. Complaints about the BAS services you receive can be made directly to the Tax Practitioners Board.

The Tax Practitioners Board’s complaints process is explained, and the online form is available at https://www.tpb.gov.au/complaints

Furthermore, as a member of the Institute of Public Accountants (IPA) and the Institute of Certified Bookkeepers (ICB), we are subject to the ethical requirements of the IPA and the ICB and its investigations and disciplinary processes. These requirements cover issues such as code of conduct and ethics, adherence to accounting/bookkeeping standards and requirements to undertake continued professional education. Should there be an issue regarding the ethical or business practices of myself or my company, you may refer such matters to IPA and or ICB.

Please note your obligations to the ATO and In-house Team’s obligations to you, the TPB and ATO can be found here: https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf

Disclosure Statement

By law, Tax Agents Service Act, we are required to disclose certain matters to you, which are advised in this Disclosure Statement.

We are a registered BAS Agent as required in order to provide BAS Services (including advice, interpretation, interactions with the ATO, lodgement of forms in respect to GST, BAS, Payroll and Superannuation Guarantee). Any practitioner providing these services must be a registered BAS Agent or Tax Agent.

We are subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 and additional determinations. The Tax Practitioners Board (the board) regulates Registered Agents. We are also required to adhere to the ATO's requirements in our interactions with their Online Services and use of other relevant software.

We advise as follows:

To the best of our knowledge and based on all information known to us, we

• Have not committed a prior material breach of the Act or instruments made under the Act.

• Are not being investigated by the Board on any matter.

• Are not subject to any sanctions imposed by the Board.

• Do not have any conditions applying to our registration.

• Have not been disqualified from providing services.

• Do not have as employees nor engage with others who have been disqualified from providing services. We have appropriate and required processes and systems of supervision and quality control of all work performed on our behalf.

• Have not had any charge or conviction relating to an offence relating to fraud or dishonesty.

• Have not had any imposition of a promoter penalty under the tax law; or

• Had any charge or conviction relating to a tax offence.

We are 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.

Policy Statement

In Our Business, we:

• Uphold and adhere to being a “Professional Accountant and Bookkeeper.”

• Uphold and adhere to the requirements of the Institute of Public Accountants (IPA) and the Institute of Certified Bookkeepers (ICB) Professional Code of Conduct.

• Uphold and adhere to the requirements of the TASA2009 Code of Conduct for Registered BAS Agents (The Code).

• Uphold and promote the ethical standards of the tax profession.

• Comply with our personal and business tax and compliance obligations.

To Achieve This, in Our Business, we:

• Have a Quality Management System.

• Undertake at least 120 hours over a three-year period of Continuing Professional Education.

• Provide training and resources to ensure we understand and apply the current business and compliance obligations for our clients.

• Provide training and resources to ensure we understand and apply the Code.

• Actively endorse, promote and require adherence to the Code.

• Have a culture of transparency, accountability, ethical conduct and compliance with the Code and the tax laws.

Our Quality Management System Includes Processes for:

• Our approach to providing services.

• Our approach to communication with Clients.

• Review of work performed.

• Supervision and control.

• Record keeping in relation to services provided.

• Recognition and required actions in relation to amending or correcting previous work including any false or misleading statements to the ATO or other Government agency.

If there was ever an issue in relation to the performance of any of our team in relation to their performance including in relation to breaches of the Code:

• We have systems to enable team members to report concerns.

• Our policy is to protect team members who raise any such concerns.

• We have processes to manage and address any underperformance.

• Appropriate records of actual or potential breaches of the Code are maintained.

Our Team Members:

• Are supervised and reviewed as necessary to ensure the quality of provision of services.

• Are trained and enabled to be up to date with necessary skills and knowledge.

• We ensure that any team member, person or entity providing services to you on our behalf has not been disqualified by the Tax Practitioners Board.

• We have conducted police checks as required as an element of ensuring the team meets the requirements of being a fit and proper person.

• Are remunerated in accordance with consideration of their skill, experience and adherence to the Code.

We specifically note that in accordance with the requirements of the Code, we uphold the principles of Honesty & Integrity, Independence, Confidentiality and Competence. We take reasonable care in ascertaining a client’s state of affairs and in ensuring that taxation laws are applied correctly to your circumstances in relation to the statements we are making on your behalf or the advice we are providing to you. We will advise you of your rights and obligations under relevant taxation laws.

We also advise that we will bring to your attention any matter that could significantly influence your decision in relation to our engagement for provision of services.

Please also refer to our Disclosure statement.