Tax and BAS agent work is regulated nationally, so a Sydney practice follows the same rules as one in Perth or Hobart. The Tax Practitioners Board tells consumers that anyone they pay to prepare or lodge returns or statements, or to give tax advice, should be registered with it, and to check the TPB Register before engaging them. The register shows whether a practitioner is registered and whether any conditions or sanctions apply to that registration.
The TPB's Registered tax practitioner symbol lets a client start that check from your own site. Each symbol is unique to one registration and is issued through the TPB's online request form once you've agreed to its terms of use. It has three parts: the graphic, your registration type and your registration number. The TPB supplies JPG and PNG files for web use, and when you display it you must include the number and type. We use the file the TPB gives you exactly as supplied.
Membership of CPA Australia, Chartered Accountants ANZ or the Institute of Public Accountants brings the APESB's standards with it; the APESB says its standards are mandatory for members of all three bodies. Paragraph R115.2 of APES 110, the code of ethics, says that in marketing a member must be honest and truthful, and must not make exaggerated claims about their services, qualifications or experience, or disparaging references or unsubstantiated comparisons to the work of others. Where a member is unsure about a form of advertising, the code encourages them to consult their professional body, so that's where final questions about wording should go.
Locally, the practical questions are about place and language. Greater Sydney covers more than 30 council areas, from the Northern Beaches to Camden, and a client in Castle Hill and one in Hurstville both want to know whether you're nearby or meet online. Name your suburb, the areas you serve in person and the languages your team speaks. If you help business clients with state taxes such as payroll tax, which Revenue NSW administers, list it among your services.
We're an Adelaide team on Hutt St and work with Sydney practices by phone and email. Your partners can review the draft link in their own time, and the practice pays nothing until it's approved.