Complaints & Disclosures

Disclosure Statement

We are a registered BAS Agent (#25623511) with the Tax Practitioners Board as required, 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.

As a Registered BAS Agent, our work for you is performed in accordance with the Code of Conduct prescribed in the Tax Agent Services Act 2009 and additional determinations. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

We advise as follows:

1. There are no matters that could significantly influence your decision to engage us (or continue to engage us) for a BAS Agent Service.
2. We advise that 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 a material breach.
• 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; KBAS Bookkeeping 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.

1. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. The register contains registration details of registered, suspended and deregistered tax and BAS agents. You can access and search this register here: 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.

1. Complaints. We note that we hope that any concerns 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.

Complaints about the services you receive can be made directly to info@kbasbookkeeping.com.au. Your complaint will be investigated by a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process.

If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB). The Board’s complaints process is explained, and the online form available athttps://www.tpb.gov.au/complaints. The TPB will send you an email to acknowledge the receipt of your complaint, and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.