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Session 1 presentation


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
Tim has been Assistant Commissioner of Tax Practitioner and Lodgement Strategy at the Australian Tax Office since February 2013. Tim has responsibility for Cash Economy Active Compliance, including the benchmarking program. Tim has a Masters of Taxation and worked for the Australian Taxation Office (ATO) in a number of roles from 1997 to 2009 when he joined the Western Australian Government. While with the Western Australian Government, Tim was General Manager (Regulatory and Compliance) at WorkCover WA prior to re-joining the ATO in early 2013. Tim is based in Perth. - Current at 01 December 2013


Individual sessions

Risk differentiation framework - Practical application in the PGH market

Author(s):  Brian Menezes

Materials from this session:

Session 1

Author(s):  Tim Roach

Materials from this session:

Further details about this event:


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