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Managing a tax audit paper

Published on 22 Aug 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

What happens from the moment the ATO makes contact with you or your client? How do you ensure your client’s rights are protected? What do you need to be on guard against from the beginning of a review to litigation? This paper is very practical and provided by two practitioners with years of experience in dealing with the Tax Office on various issues and on behalf of a range of different client types. In particular it covers:

  • determining whether an audit has actually commenced
  • what are your choices once an audit has commenced?
  • should you make a voluntary disclosure and the consequences of not doing so
  • how should you respond to ATO position papers
  • tips and best practice during the review and/or audit process
  • what to do if things are stalling or not going to plan
  • fact finding - what should your objectives be?
  • control - managing stakeholders and the ATO.

Author profiles

Kevin Munro CTA
Kevin Munro is a solicitor and principal of Munro Lawyers. He has 40 years’ experience in tax and superannuation, forming his own firm, Munro Lawyers (initially called Kevin Munro & Associates) in 1994. Kevin provides advice to clients, particularly professional firms and their clients, in respect of tax planning, superannuation, estate planning and wills, and he regularly acts as a consultant for other professional firms. Kevin is active in professional education and gives lectures and workshops for various professional organisations. He was a member of the NSW Law Society’s Advisory Committee for Small Business Accreditation. Kevin is a Certified Tax Practitioner of the Tax Institute and a fellow of the Society of Trustees and Estate Planners. Kevin also holds a Masters Degree in Commerce, a Bachelors Degree in Agricultural Economics and Diploma of Law, and is a 1979 Churchill Fellow. - Current at 21 July 2017
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Adrian Abbott CTA
Adrian is a consultant to Crowe Horwath, who brings 35 years of experience in accounting, tax and business management to his client base. He has focused on high net worth reviews and benchmarking. Adrian works in conjunction with the ATO on alternative dispute resolutions. Adrian is on the Institute's dispute resolutions committee. - Current at 30 May 2017
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This was presented at Review to Dispute with the ATO .

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Individual sessions

The risk differentiation framework - Practical applications to SMEs and tax agents

Author(s):  Michael CRANSTON

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