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Cooatalla Consulting Pty Ltd

“Accounting, Business and Taxation Advisor”

You may make complaints in relation to the services I have provided you or under the Tax Practitioners Board (“TPB”) Code of Conduct.

I ask that you firstly discuss the matter with me, either via email or by calling me. Hopefully we can resolve the matter in a mutual and respectful manner.

If you feel that you have been unable to resolve your issue with me (the tax practitioner), you can contact the Tax Practitioners Board by lodging a complaint via completion of an online form. If you make a complaint, they will ask you to provide details about what has already been done to resolve the issue.

To make a complaint to the Tax Practitioners Board follow this link:

Complaints

Or type into your internet search engine:

https://myprofile.tpb.gov.au/complaints/

If your complaint relates to a fee dispute only, please contact Consumer Affairs or the Office of Fair Trading in your State or Territory. If your complaint relates to a fee dispute associated with inappropriate conduct, the TPB may be able to assist. However, they do not have legislative authority to award compensation. Appropriate conduct for a registered tax practitioner is set out in the TPB Code of Professional Conduct.

Information about your complaint or breach report

You may attach documents to support your complaint or breach report. The TPB may also ask you to provide additional information.

Depending on whether you decide to remain anonymous, the TPB may provide a copy of your complaint to me and ask me to respond to your complaint. If you are notifying the TPB about a ‘significant breach’, details of your breach report may also be provided to me to enable me to respond. This is subject to any privacy concerns you may raise. Visit breach reporting on the TPB website for more information.

Due to laws prohibiting the disclosure of official information, the TPB may be unable to inform you of the progress or outcome of your complaint or breach report.

Who is the complaint or breach report about?

Please ensure you enter the name of the individual, company or partnership that your complaint or breach report is about. Please search the TPB Register of registered and deregistered tax practitioners to identify the entity or person who you engaged for tax services or paid a fee to. If they don’t appear on our TPB Register, please include a name and any contact details supplied to you. You should also attach any correspondence you have received from the tax practitioner as this will help ensure you are entering the correct name.

For reference my agent number is 488009.