Our Commitment
At Clear Tax, we are committed to providing reliable, professional and timely accounting and taxation services. We value trust, transparency and long-term client relationships.
We understand that our clients rely on us not only for technical expertise but also for clarity, confidence and peace of mind. Our approach focuses on delivering practical advice while ensuring you feel informed and supported at every stage.
Professional Standards
We operate in accordance with applicable professional and regulatory obligations relevant to the services we provide.
Clear Tax provides Tax Agent and BAS Agent services in accordance with the Tax Agent Services Act 2009 (TASA). The scope of services provided to you will be outlined in your engagement letter.
As a registered Tax Agent and/or BAS Agent, we are required to comply with the Tax Agent Services (Code of Professional Conduct) Determination 2024, which requires us to make the following disclosures.
Complaints Process for Taxation Services
If you have a complaint about our Tax or BAS Agent services, we encourage you to raise it with us directly so we can address it promptly and fairly.
You may lodge a complaint (either in writing, online, via email, phone call or in person) with your relationship manager or any relevant personnel.
We aim to handle all concerns in a professional, transparent and timely manner.
If you do not receive a satisfactory outcome, you may lodge a complaint directly with the Tax Practitioners Board (TPB), the national body responsible for the registration and regulation of Tax Agents and BAS Agents.
To lodge a complaint with the TPB, please visit:
https://www.tpb.gov.au/
Tax Agent and BAS Agent Register
Clear Tax is registered with the TPB.
If you wish to verify the registration of a Tax Agent or BAS Agent, the Tax Practitioners Board maintains a public register.
You can access the register here:
https://www.tpb.gov.au/public-
Your Obligations and Our Responsibilities
As a client, you have obligations under Australian taxation law, including providing complete and accurate information in a timely manner.
As your tax practitioner, Clear Tax is required to:
- act honestly and with integrity
- comply with taxation laws
- act in your best interests
- maintain confidentiality
Further information regarding your obligations and our responsibilities is available via the TPB factsheet:
https://www.tpb.gov.au/client-
Client Care
We aim to:
- respond promptly
- communicate clearly
- explain fees transparently
- provide practical advice
- treat clients respectfully
We take a client-first approach, ensuring our advice is not only technically sound, but also practical, easy to understand and aligned with your individual circumstances.
Privacy & Confidentiality
We take reasonable steps to protect client information and maintain confidentiality.
Safeguarding your information is a core part of our responsibility. We handle all client data with care, discretion and in accordance with applicable privacy laws and professional obligations.
Final Note
If you have any questions about our services, professional obligations, or how we work, please feel free to contact our team. We are always happy to assist.