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The chapter organizes business information templates for client onboarding and engagement, covering disclosure and policy statements, tax agent services act compliance, consent authorities, service delivery management, verification, data integrity review, and supporting workpapers. 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Editions will be uploaded and dated accordingly.\nAddition of “Professional Bookkeeper” – added on page 9.\nAddition of Business Information Sheet – Record Keeping Obligations added on page 29.\n\u000f\n\u0003My QMS – Chapter 1: My Business Information\u0004\nMy Business Information\nClient Onboarding & Engagement\nThese templates ensure smooth onboarding and set the foundation for clear communication and mutual understanding with clients.\nDisclosure Statement:  Outlining an agent’s adherence to regulatory requirements.\nPolicy Statement: Defines the business's commitment to professionalism, ethical standards, regulatory compliance, and a quality management system to ensure the integrity and accuracy of its bookkeeping and BAS services.\nInformation for Clients (TPB): This informs clients about their rights and obligations under the TPB Code of Conduct.\nEngagement Letter: Formalises the relationship, detailing the services provided, timelines, and fees.\nService Delivery & Management\nTemplates to facilitate ongoing management of client relationships and ensure high-quality service delivery.\nProviding a Service (Code of Conduct Evaluation): Assesses whether services provided align with professional conduct standards.\nNew Client Information Sheet: Collect and document key client information and service requirements to ensure consistent, accurate, and tailored bookkeeping service delivery.\nRecord Keeping Checklist & Work Table: This is a checklist for ensuring that all essential business, financial, and compliance records are accurately maintained, readily accessible, and meet regulatory and operational requirements.\nChecklist for Review of Client and Bookkeeper Engagement: Assess client suitability, ensure ethical and professional standards are met, and document key risks and responsibilities.\nClient Verification Process: Confirm the identity and authority of individuals and entities, ensuring client verification complies with legal and ethical standards before engagement.\nData Integrity Review Guide: This guide ensures that data remains accurate, consistent, and reliable, which is essential for maintaining compliance and making informed decisions.\nClient Consents – \u0013 HYPERLINK \"https://www.icb.org.au/s/Resources/Authority-to-Act-on-Clients-Behalf\" \\o \"https://www.icb.org.au/s/Resources/Authority-to-Act-on-Clients-Behalf\" \u0014Authority\u0015 to Act on Client’s Behalf. \u0013 HYPERLINK \"https://www.icb.org.au/s/Resources/Authority-to-Lodge\" \\o \"https://www.icb.org.au/s/Resources/Authority-to-Lodge\" \u0014Authority to Lodge\u0015: \u0013 HYPERLINK \"https://www.icb.org.au/s/Resources/Authority-to-Lodge-SGC-Statement\" \\o \"https://www.icb.org.au/s/Resources/Authority-to-Lodge-SGC-Statement\" \u0014Authority to Lodge SGC Statement\u0015. Ensures you have clear permission to act and lodge on the client’s behalf, supporting compliance and reducing risk.\nWorkpapers\nPhone Call Meeting Notes\nMeeting & Agenda Notes\nBookkeeper’s Task Report\nBookkeeper Client Meeting Pack\nAccountant Checklist\n\u000f\nChapter 1: My Business Information\nClient Onboarding & Engagement\nTax Agent Services Act 2009 Disclosure Statement\nICB Resource Link: \u0013 HYPERLINK \"https://www.icb.org.au/cms/delivery/media/MCPL6MGFS6DNAYZBNUFCK7H775EU\" \\t \"_blank\" \u0014Tax Agents Services Act Disclosure Statement\u0015\nI/We are a registered BAS Agent and are required in order to provide BAS Services (including advice, interpretation, interactions with the ATO, and lodgement of forms in respect to GST, BAS, Payroll & Superannuation Guarantee). Any practitioner providing these services must be a registered BAS Agent or Tax Agent.\nI/We are subject to the Code of Conduct prescribed in the \u0013 HYPERLINK \"https://www.legislation.gov.au/C2009A00013/latest/text\" \u0014Tax Agent Services Act 2009\u0015 and additional determinations. The Tax Practitione","cbCaieVYKaOrv7Op","https://ap.wps.com/l/cbCaieVYKaOrv7Op","docx",516804,"English","# Client Onboarding & Engagement\n## Tax Agent Services Act 2009 Disclosure Statement\n## Register of Tax Agents and BAS Agents\n## Complaints\n# Service Delivery & Management\n## New Client Information Sheet\n## Record Keeping Checklist & Work Table\n## Client Verification Process\n## Client Consents and Authority to Act\n# Workpapers","[{\"question\":\"What is the Update Register used for in this document?\",\"answer\":\"It logs changes made to the document, including revised page numbers and descriptions of the updates. Editions are uploaded and dated accordingly.\"},{\"question\":\"What does the Tax Agent Services Act 2009 disclosure statement cover?\",\"answer\":\"It describes the requirements for registered BAS agents, adherence to the relevant Code of Conduct, and confirmations about registration status, insolvency, and compliance-related matters.\"},{\"question\":\"How does the chapter support client onboarding and ongoing service delivery?\",\"answer\":\"It provides templates and guidance for disclosure, policy statements, information sheets, engagement and consent authority, verification processes, record-keeping checklists, and workpapers for meetings and tasks.\"}]","Chapter 1 - My Business Information - Update Register | DOCX",25]