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ICB does not believe that many renewing
BAS Agents will have a 'supervising agent'
i.e. a Tax Agent that has been supervising
their work. BAS Agents completing the form
themselves can put their own BAS Agent
number in section 1.
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New BAS Agent applicants who have not
been registered before must have either a
Tax Agent, BAS Agent or employer
complete this form - i.e. their details in #1.
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If you were legally working under section 251L, then say so here.
Experience prior to March 1, 2010 is relevant so long as you were legal.
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A BAS service is any service that relates to ascertaining or advising about the liabilities, obligations or entitlements
of an entity under a BAS provision or representing an ICB
entity in
their dealings
with the Commissioner
relating to
a
example
answer:
As a registered
agent
BAS provision.
since (d/m/y) I have provided the range of of
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BAS services as defined in TASA 2009 &
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FTX/LCT. these services have been provided
to
the range of clients indicated and extent in
question 6.
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Start
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The requirement
is 1400/1000 hours over 3 years. We
End
suggest your last date is "today's" date then go back 3
years. Do not include any time that you may have
End
taken an extended
break.
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Total number of clients
Total number of DFWLYLW\
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I.e. 2009, 2010, 2011 - list the number of clients and statements worked
on in those 12 month periods. For 4 clients in 2009, who all lodged
quarterly, that is a total of 16 statements in 2009. Calculate the hours
worked per year. Put the total in the space provided (red circle). Don't
get too hung up - it is easier than the previous form so number of
clients vs number of statements should be ok to find.
Total number of hours undertaking BAS services in the last three years
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HOURS
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Other BAS Services provided
Easier than the old
percentage question simply
tick the box if you
have provided that service
to the clients included in
the previous part of the
question.
Please provide details below:
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If you have completed the ICB Practical assessments or the
BAS knowledge based assessments these could be
mentioned here. You could describe activities you
undertake to ensure that the services you provide are
competent i.e. seek Tax Agent advice/confirmation/
feedback. Mention any CPE activity (ICB Network
Meetings, conferences etc) to ensure you remain up to
date.
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Example answer: I have been a registered agent under the
transitional provisions and in accordance with TASA 2009 sn
20-25. As a registered agent I am engaged by clients for services
including those of BAS Services. All the work I perform for clients is
related to their GST/BAS compliance and their Payroll obligations.
All the work I perform has 'substantial involvement' in BAS
Services and BAS provisions.
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This section confirms that everything you have
said above is true and correct. Save this form so
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you can upload it to your renewal/application
form via the TPB portal. Additional information
will also need to be uploaded i.e. two client
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references, two character reference contacts,
certificate IV proof.
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