POLICY STATEMENT

In my business I:

  • Uphold and adhere to being a “Professional Bookkeeper”.
  • Uphold and adhere to the requirements of the Institute of Certified Bookkeepers Professional Code of Conduct.
  • Uphold and adhere to the requirements of the TASA2009 Code of Conduct for Registered BAS Agents (The Code).
  • Uphold and promote the ethical standards of the tax profession.
  • Comply with our personal and business tax and compliance obligations.

To achieve this in my business I:

  • Have a quality management system (QMS).
  • Undertake at least 30 hours per year of continuing professional education.
  • Provide training and resources to ensure I understand and apply the current business and compliance obligations for my clients.
  • Provide training and resources to ensure I understand and apply the Code.
  • Actively endorse, promote and require adherence to the Code.
  • Have a culture of transparency, accountability, ethical conduct and compliance with the Code and the tax laws.

    My QMS includes processes for:

    • My approach to providing services.
    • My approach to communication with clients.
    • Review of work performed.
    • Supervision and control.
    • Record keeping in relation to services provided.
    • Recognition and required actions in relation to amending or correcting previous work, including any false or misleading statements to the ATO or other Government agency.

    If there was ever an issue in relation to my performance, including in relation to breaches of the Code:

    • I have systems to enable me to report concerns.
    • I have processes to manage and address any underperformance.
    • Appropriate records of actual or potential breaches of the Code are maintained.

    At Volta, I:

    Specifically note that in accordance with the requirements of the Code, I uphold the principles of honesty & integrity, independence, confidentiality and competence. 

    I take reasonable care in ascertaining a client’s state of affairs and in ensuring that taxation laws are applied correctly to your circumstances in relation to the statements I am making on your behalf or the advice I am providing to you. 

    I will advise you of your rights and obligations under relevant taxation laws.

    I will also advise you of any matter that could significantly influence your decision in relation to my engagement for the provision of services.

    Amendments

    I may, at any time and at my discretion, vary this Policy Statement by publishing the amended Policy Statement on my site. I recommend you check my site regularly to ensure you are aware of our current Policy Statement.

    For any questions or notices, please contact us at:

    Volta Consulting Pty Ltd ABN: 34 654 466 181

    Email: hello at voltaconsulting.com.au

    Last update: 22 May 2025