Regulatory Disclosures

Tax Agent Registration
A register of Tax Agents and BAS Agents is available to search on the Tax Practitioners Board (TPB) website. The TPB maintains a register with details of registered, suspended and deregistered Tax and BAS Agents. This register is available for the public to search at https://www.tpb.gov.au/public-register.

Disclosure of Significant Matters
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires us to disclose any conditions attached to our registration that could significantly influence your decision to engage us (or continue to engage us) for Tax Agent Services.

At the time of publication:

  • There are no current conditions attached to our registration.

  • Cruzy Accounting and Taxation has no suspensions, restrictions, or disciplinary actions recorded against it with the Tax Practitioners Board.

  • There are no matters that may reasonably influence your decision to engage, or continue to engage, our services.

Should any such matters arise in the future, this disclosure will be updated within 30 days in accordance with our obligations under the Tax Agent Services Act 2009

Your Responsibility as Our Client
Your rights under Taxation Laws (including the Tax Agent Services Act and the Tax Agent Services (Code of Professional Conduct)) require you to:

  • Be truthful with the information you provide to your tax practitioner.

  • Keep the required records and provide them to your tax practitioner on a timely basis, as required.

  • Be co-operative with your tax practitioner’s requests and meet their due dates.

  • Abide by all relevant taxation and employment laws, including the Fair Work Act, Superannuation Guarantee laws, and other applicable regulations.

  • Not knowingly provide false or misleading information to us or to government agencies.

  • Comply with tax laws.

Complaint Process
 If you have a complaint about our Tax Agent services, please contact your accountant in the first instance by email with details of your concerns. If they are unable to resolve your complaint within 3 business days, you may contact Ashleigh Clark, Director, by email. Your complaint will be investigated by the Director. We will acknowledge receipt of your complaint by email and outline our understanding of the circumstances. The email will also advise that we aim to resolve your complaint within 14 days and will outline the dispute resolution process.

If you are unhappy with the outcome we propose, you can make a complaint to the Tax Practitioners Board (TPB). The TPB will acknowledge receipt of your complaint and review and risk-assess it. If you are dissatisfied with how the TPB has handled your complaint, the link above provides details about your review rights and who can further assist you. More information is available at www.tpb.gov.au/complaints.

Our Professional Obligations
As a registered Tax Agent, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009. This includes obligations to:

  • Act honestly and with integrity.

  • Comply with all relevant taxation laws.

  • Act in the best interests of our clients (unless doing so would breach the law).

  • Maintain professional competence and undertake appropriate continuing education.

  • Ensure client confidentiality is maintained at all times.

  • Properly supervise staff and outsourced service providers.

  • Maintain appropriate administrative and quality assurance procedures.