As of January 2025, the Tax Practitioners Board’s new Code Determination places clear obligations on registered tax and BAS agents. At Gold Shore Accountants, we’re committed to full transparency—so you always know where you stand. Here are the five key disclosures we make and why they matter to your small business.
Under the new rules, we must advise you that we’re listed on the TPB’s searchable Public Register. Including this link in our engagement letter lets you verify our registration at any time.
You deserve a clear pathway for feedback. We explain how you can make a complaint via the TPB’s online form—details and step-by-step instructions are provided in our welcome pack. You can also access the complaints page directly here: TPB Complaints.
Navigating tax law can be daunting. Under the Tax Agent Services Act and TPB Code, Fletcher Tax must act honestly, with integrity and in your best interests. In turn, you have obligations: to supply full and accurate information, maintain records, and meet agreed deadlines. We outline both sides clearly in our engagement letter to avoid any surprises.
If we’d experienced any suspensions, bankruptcies, fraud convictions or civil penalties in the last five years, we’d be required to disclose them. As part of our commitment to transparency, we confirm our registration as a tax agent is not subject to any conditions. In the last 5 years, we have not been subject to any of the events described in subsection 45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination), or any other matters required to be disclosed under other laws.
We hold professional indemnity insurance of at least the minimum amount prescribed as required by law.
Finally, we must advise you of any conditions that limit our scope of services. We hold an unrestricted registration, which means we’re authorised to assist with everything from BAS and payroll tax to capital gains queries.
For full details on these client-information requirements, you can download the TPB’s official Information for Clients factsheet (PDF).
These five disclosures aren’t extra hoops—they’re simply what Gold Shore Accountants must do under the TPB’s 2025 Code Determination. By embedding them in our engagement letter, on our website and in client communications, we ensure you’re fully informed from day one.
