Tax practitioner information

This page provides important information about the tax agent services provided by our practice, our professional responsibilities and your responsibilities as a client.

Our registration

Tax agent services are provided through MYTAX SERVICES PTY LTD.

Both the company and Rajesh Pawar are registered tax agents with the Tax Practitioners Board.

• Rajesh Pawar — TPB registration number: 25322663
• MYTAX SERVICES PTY LTD — TPB registration number: 26276636

The Tax Practitioners Board maintains a public register of registered tax agents and BAS agents. You can confirm our registration here:

• Rajesh Pawar — TPB public register (25322663)
• MYTAX SERVICES PTY LTD — TPB public register (26276636)

You can also search the general TPB Register through the Tax Practitioners Board website.

Our responsibilities to you

As registered tax agents, we must comply with the Tax Agent Services Act 2009 and the Code of Professional Conduct. This includes obligations to:

• act honestly and with integrity
• act lawfully in your best interests
• identify and manage conflicts of interest
• protect information relating to your affairs
• take reasonable care when establishing the facts
• take reasonable care when applying the tax laws
• provide tax agent services competently
• keep appropriate records of the services provided
• maintain our professional knowledge and skills
• comply with our other legal and professional obligations.

We remain responsible for tax agent services provided by people working on our behalf. Work prepared by our staff or contractors is subject to appropriate supervision and review.

Your responsibilities as a client

To help us provide services properly, you are expected to:

• give us complete, accurate and truthful information
• provide requested information and documents on time
• tell us about changes that may affect the services we provide
• keep the records required under the tax laws
• answer reasonable questions and clarify unusual or incomplete information
• review returns, activity statements and other documents before approving them
• tell us promptly if you become aware that information provided to us was incorrect
• comply with your obligations under the tax laws.

You remain responsible for the completeness and accuracy of the information you provide and for reviewing documents before authorising lodgment.

Your approval of a return or other document does not remove our responsibility to take reasonable care.

How we use service providers and technology

We use accounting, tax, payroll, email, document-management and other technology systems to provide our services. Depending on the services you engage us to provide, information relating to your affairs may be stored or processed using providers such as:

• Xero
• QuickBooks
• Myaccountant
• Microsoft 365
• tax preparation and lodgment software
• other approved professional service providers.

We take reasonable steps to restrict access to authorised users and protect client information.

We may also use authorised staff or contractors to assist with administrative work, bookkeeping, payroll processing and preparation work.

Some work may be performed by an authorised overseas contractor. The contractor will not provide tax advice, communicate directly with clients or lodge documents. Their work will be supervised and reviewed by Rajesh Pawar.

We will obtain your permission before information relating to your affairs is made available to an overseas contractor. Further details, including where the contractor is located and the type of information they may access, will be provided through our engagement documents or a separate consent form.

You may ask us for more information about how your information will be handled before giving your permission.

Artificial intelligence

We may use approved technology tools, including artificial intelligence tools, to assist with limited data-processing or administrative tasks.

We do not intentionally enter unredacted tax file numbers, identity documents or other confidential client information into a general-purpose artificial intelligence tool.

Any output used in providing a tax agent service is subject to human review. Responsibility for the final work and advice remains with the registered tax agent.

Anti-money laundering (AML/CTF)

Rajesh Pawar (ABN 77 350 178 690) is a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) and is enrolled with AUSTRAC. Where an engagement includes setting up a company, trust or self-managed super fund, we are required to identify and verify clients and the people who own or control those entities before starting the work, and may need to verify identity electronically with your consent.

How this affects your information and our engagement is set out in our Privacy and Confidentiality Notice and our Terms of Engagement.

Privacy and confidentiality

We will not disclose information relating to your affairs to another person unless:

• you have given us permission
• the disclosure is reasonably covered by the authority given in our engagement
• we have a legal duty to disclose it.

Please refer to our Privacy and Confidentiality Notice for more information about how we collect, use, store and protect personal information.

Complaints

We take concerns and complaints seriously.

Please raise any concern with us first so that we have an opportunity to understand and resolve the matter.

You can make a complaint by contacting:

Rajesh Pawar
Email: contact@rajeshpawar.com
Phone: +61450041504

Please provide:

• your name and contact details
• the service concerned
• what happened
• what outcome you are seeking
• copies of any relevant documents.

We will acknowledge your complaint and respond within a reasonable time. Our full complaints process, including timeframes, is set out on our Complaints Information page.

You may also make a complaint to the Tax Practitioners Board about a tax agent service. Information about the TPB complaints process and its online complaint form is available on the Tax Practitioners Board website:

• TPB complaints process
• TPB online complaint form

Registration conditions and prescribed events

Our TPB registrations are not currently subject to any conditions that are required to be disclosed.

There are currently no prescribed events that we are required to disclose to clients.

We will update this information and notify affected clients if that position changes.

Further information

The Tax Practitioners Board has prepared an Information for clients factsheet explaining the obligations of registered tax practitioners and their clients. It is available on the TPB factsheets page.

This website information is general. The particular services, responsibilities, fees, information-sharing arrangements and terms applying to your matter will be set out in your engagement letter.