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Tax Practitioner Information & Client Rights

Standard Ledger is a registered tax agent under the Tax Agent Services Act 2009 and is regulated by the Tax Practitioners Board.

This page is provided in accordance with our obligations to keep clients informed about our registration status, your rights as a client, and how to raise any concerns.

Our Registration

The Tax Practitioners Board maintains a public register of registered tax agents and BAS agents.

You can search the public register to confirm our registration details here:

https://myprofile.tpb.gov.au/public-register/practitioner/?ran=25222773

Our registration details, including any conditions (if applicable), are available on that register.

Your Rights as a Client

As a client of a registered tax agent, you have the right to:

  • Be provided with tax agent services competently and with reasonable care
  • Be treated honestly and with integrity
  • Have your information kept confidential, subject to legal obligations
  • Receive services in accordance with the Code of Professional Conduct under the Tax Agent Services Act 2009
  • Make a complaint to the Tax Practitioners Board if you believe the Code has been breached

Further information about your rights is available from the Tax Practitioners Board at:

https://www.tpb.gov.au/information-for-clients

Our Obligations as a Registered Tax Agent

As a registered tax agent, Standard Ledger is required to:

  • Comply with the Tax Agent Services Act 2009
  • Comply with the Code of Professional Conduct
  • Act lawfully in your best interests
  • Take reasonable care in ascertaining your state of affairs
  • Ensure tax returns and other statements are prepared correctly based on the information you provide

Our Use of Artificial Intelligence

Standard Ledger uses artificial intelligence tools to support the delivery of tax agent services. The Tax Practitioners Board has confirmed that existing obligations under the Code of Professional Conduct apply equally when AI is used in this context.

Where AI tools process client information, we obtain client consent when we engage, and we only use AI tools from providers whose commercial terms expressly prohibit the use of client data for model training, and which hold recognised security certifications including SOC 2 Type II and ISO 27001. Professional judgement, accountability, and sign-off on all advice remains with our registered team – not the technology.

For a full explanation of how we use AI and how your data is protected, see our AI page. 

Your Responsibilities as a Client

To enable us to provide services effectively, you are responsible for:

  • Providing complete and accurate information
  • Responding to our requests in a timely manner
  • Retaining required records
  • Reviewing advice and documents provided to you
  • Informing us of relevant changes to your circumstances

Complaints

If you have a concern about our services, we encourage you to contact us first so we can attempt to resolve the issue promptly.

If you are not satisfied with the outcome, you may lodge a complaint with the Tax Practitioners Board. Complaints must be made in writing and can be submitted via:

https://www.tpb.gov.au/complaints

The TPB will assess complaints in accordance with its legislative powers.

Disclosure of Relevant Events

The Tax Practitioners Board requires registered tax agents to disclose certain prescribed events that have occurred within the last five years, including:

  • Suspension or termination of registration
  • Certain convictions relating to taxation or dishonesty
  • Bankruptcy or external administration
  • Imprisonment for six months or more

As at the date of publication, no prescribed events requiring disclosure have occurred.