Lodgement performance requirements
The ATO has issued new information regarding its expectations of tax agents in relation to their lodgment performance. From 1 July 2013, they will apply “specific treatments”, taking a differentiated approach, to improve lodgment performance across the tax profession. Before applying a “treatment”, they will contact the agent to discuss the circumstances that may be impacting on their lodgment performance, and any “treatments” will take into account their individual performance and compliance history. “Treatments” will be applied where agents do not meet the 85% on-time lodgment benchmark. If a “treatment” is applied, the agent is expected to improve their lodgment performance by the following year, and if their performance does not improve, the ATO will progressively apply increasingly stringent “treatment strategies”. The table below outlines the ranges of lodgment performance and the ATO’s subsequent approach.
Yearly average performance percentage levels Approach 85% or above “Well done, you are managing your lodgment program successfully.” 65–84% “Here are self help tools to improve your performance” 41–64% “We will contact you to discuss performance and ways to improve performance” 40% or below “We may take firmer action to improve your performance”.
In the 2013/14 year, the ATO will focus on those agents who are performing at 40% or below and placing them on a guided program. They are providing support services and tools, such as educational field visits, as part of their differentiated approach to help underperforming agents improve their lodgment performance. Agents who continually have poor lodgment performance, with a poor compliance history, may be at risk of losing access to concessional due dates under the lodgment program, and may also be at risk of breaching the Tax Agent Services Act 2009 Code of Professional Conduct.
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