The Tax Practitioners Board has recently introduced new Tax Practioner Obligations. Stapleton Moore is committed to upholding the highest standards of professional conduct in accordance with the Tax Agent Services Act 2009 and these new requirements set by the Tax Practitioners Board.

1. Information about the TPB Register.

Stapleton Moore is registered as a Tax Agent with the Tax Practioners Board. You can view and verify our registration via the public register at www.tpb.gov.au/public-register

3. General information about rights, responsibilities and obligations.

As Tax Agents, we are required to:-

  • Act honestly and with integrity.

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

  • Act lawfully in your best interests.

  • Manage any conflicts of interest.

  • Take reasonable care to ascertain your state of affairs and apply tax laws correctly.

  • Keep your information confidential unless there is a legal duty to disclose.

  • Provide services competently.

  • Not knowingly obstruct the administration of the tax laws.

  • Advise you of your rights and obligations under the tax laws.

  • Not make false or misleading statements to the TPB or ATO, and in some cases withdraw our engagement with you and notify the TPB or ATO of certain matters.

  • Keep proper records.

  • Keep you informed of certain matters so you can make informed decisions.

  • Address any false or misleading statements we are responsible for.

  • Engage with clients to address other false or misleading statements, exploring options to correct.

5. Disclosure of Significant Matters.

As at the date of publication:

  • Neither Stapleton Moore, nor its principal have any suspensions, restrictions, or disciplinary actions recorded against them 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. 

2. How to make a complaint to the TPB.

If you are dissatisfied with any aspect of our service, we encourage you to contact us directly:

jacqui@stapletonmoore.com.au
0417 698 375

If your concerns remain unresolved, you are entitled to lodge a formal complaint with the Tax Practitioners Board. Further information is available at www.tpb.gov.au/complaints

4. Your obligations

As a taxpayer, it is important you:

  • are aware of your obligations to the Australian Taxation Office (ATO)

  • understand your tax practitioner has obligations to you, the ATO and the Tax Practitioners Board (TPB).

    Your obligations:

  • Be truthful with the information you provide 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.

  • Comply with the tax laws.

    If you do not meet your obligations:

  • The ATO may impose administrative penalties (fines).

  • Interest charges may be applied.

  • In some cases, criminal prosecutions may be sought.

  • The ATO may initiate debt recovery.

More information can be found here:

www.tpb.gov.au/home