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RESOURCES
New Client Form (docx)
DownloadInvestment Property Checklist (docx)
DownloadTax Practitioners Board Factsheet (pdf)
DownloadTax Treatment of Cryptocurrency (pdf)
DownloadATO Notice of Intent to Claim a Deduction for Personal Super Contributions Form (pdf)
DownloadProof of Identity Checks for Client Verification (pdf)
DownloadTax Practitioners board (TPB) IMPORTANT information
Public Register
The TPB maintains a public register of tax and BAS agents.
You can access and search the website at https://www.tpb.gov.au/public-register.
Oceanic Tax Accountant's tax agent number is 26249113.
Rights, Responsibilities & Obligations
As tax agents, we must comply with the TASA including the Code of Professional Conduct along with other legislative & professional standard obligations to our clients. Our clients also have an obligation to comply with taxation laws as well as being truthful with information provided & keeping complete records. Further information can be found on the TPB website.
Complaint Process
If you are unsatisfied with a service you have received from a tax agent, you can make a complaint in writing to the TPB or via their website https://www.tpb.gov.au/complaints.