A question for accountants and tax agents

Discussion in 'Accounting & Tax' started by Liarliar, 2nd Jul, 2017.

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  1. Liarliar

    Liarliar Well-Known Member

    Joined:
    17th Apr, 2017
    Posts:
    118
    Location:
    Glebe Nsw
    This year I want to go to a real accountant to do my taxation rather than the tax agent I have been seeing.
    Questions is does the accountant still have access to my bank accounts and share details like the tax agent ?
    I didn't give him access he just looks up on his computer and it tells him how much interest I earns etc and how much share dividends I got .
     
    Liarliar, 2nd Jul, 2017
    #1
  2. Ross Forrester

    Ross Forrester Well-Known Member

    Joined:
    30th Oct, 2016
    Posts:
    2,085
    Location:
    Perth, Western Australia
    Yes. If you appoint an accountant as tax agent they can see your details direct from the ATO.

    Your former tax agent will lose access.
     
    Ross Forrester, 2nd Jul, 2017
    #2
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