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Session 1 presentation

Published on 25 Feb 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • cash economy – current state
  • use of analytics and data matching
  • registered agent cash economy profile for your practice
  • tax agent profile report; and
  • range of tax agent client listing reports available to assist agents in managing their practice
  • ATO tax agent expectations in relation to:
    • benchmarking including working papers and evidence of discussions held with clients 
    • registered agent client debt profile
  • steps in how to improve a tax agents’ "standing" with the ATO:
    • 85% on time lodgement requirement – how it is calculated and tips to help meet the requirement within your practice.
  • how the ATO and Tax Agents can better improve communication for the benefit of the clients, ATO:
    • the ATO into the future.

Author profile:

Tim Roach


 
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Materials from this session:

Session 1

Author(s):  Tim Roach

Materials from this session:

Further details about this event:

 

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