Statement of Relevant Experience For Tax Agent

Statement of relevant experience for tax agent
Completing this form

This form must accompany an application for registration or renewal as an individual tax agent. Type your answers in the space provided. Tick ALL applicable boxes. If the relevant experience includes work under the supervision and control of a registered agent, this form should be completed by the supervising agent. If the relevant experience includes work as a tax agent, work as an Australian legal practitioner or work of another kind, this form should be completed by the applicant.
1. Full name of applicant/tax agent

Title Family name
Mrs
First given name
Huang
Other given names
Xueling
2. Supervising tax agent making this statement

Name of supervising tax agent (if applicable)
Ted Yeong & Co

Tax agent number
5 8 1 4 0
0 0 1
Details of relevant experience

3. Types of relevant experience
Please tick one or more of the following that applies to the applicants relevant experience:
Work by an individual as a registered tax agent
If the applicants experience involved work as a tax agent, provide details of their tax agent number
Work by an individual under the supervision and control of a registered tax agent
Work as an Australian legal practitioner
IN-CONFIDENCE when completed
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Work of another kind subject to approval by the Board. Provide details below.
4. Did the applicants relevant experience include:

a. substantial involvement in one or more types of tax agent services described in section 90-5 of the Tax Agent Services Act 2009? See the information sheet What is a tax agent service for more information. No Yes Provide details
Preparation and lodgement of quarterly and annual BAS/IAS Preparation and lodgement of income tax for individuals, partnerships, companies, trusts, self-managed superannuation funds including the preparation of financial statements. Interpreting and advising clients on taxation law including GST, PAYG W, FBT and capital gain tax. Doing research on tax issues as required to comply with the taxation law. Accessing ATO tax agent portal in relation to above matters.
OR
b. substantial involvement in a particular area of taxation law to which one or more of those types of tax agent services relate?
No
Yes
Provide details
The Board may impose one or more conditions on an entitys registration to limit the scope of services that the entity may provide to a particular type of tax agent service or a particular area of the taxation laws.
5. During what period was the applicant providing the services in question 4a or b above?
Day From Month Year Day to Month Year
0 4
1 0
2 0 0 4
0 4
1 0
2 0 1 2
From
to
From
to
Hours per week if not full time employment
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6. Summary of tax agent services provided

In relation to the applicants relevant experience please complete the tables below outlining the services provided during the last ten years (if applicable). Preparation of a return or statement years 1 to 10 Year Year Year Year Year Year Year Year Year Year
0 1
Individual
0 2
0 3
0 4
0 5
0 6
0 7
0 8
30
Partnership
80
100
130
150
170
190
200
8
Company
11
9
5
15
11
17
17
20
20
22
7
Trust
12
6
15
7
18
8
22
10
3
26
10
Superannuation
Percentage of working time providing tax agent services years 1 to 10
70
%
80
%
80
%
80
%
80
%
80
%
80
%
80
% % %
7. Provide comment on the applicants level of competence in provision of tax agent services (to be completed by the supervising agent).
The applicant is a qualified CPA. She is capable of doing all sorts of jobs in relation to the BAS/IAS and income tax lodgement preparation. She provided client advise on various taxation matters including income tax for individual, partnership, company and superannuation fund, GST, PAYG W, FBT and capital gain tax. she also did research on tax issues as when required.
8. Provide any other information or comments regarding your relevant experience.

To be completed by the applicant where the applicants experience does not relate to periods of employment or periods under supervision.
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Checklist
Unless the applicants experience has been gained while self-employed, this form should be completed by the applicants employer or supervising tax agent
All questions on the statement have been answered truthfully and correctly
Privacy
The Tax Practitioners Board is authorised by the Tax Agent Services Act 2009 to collect all the information requested in this form for the purpose of administering the Tax Agent Services Act 2009. Some of the information requested may be provided to other government agencies, including the Australian Taxation Office, where the Tax Practitioners Board is authorised by law to do so.
Declaration
I declare that all information given in this statement is to the best of my knowledge, information and belief, true and correct in every particular.
Full name of the person providing this statement
Ted Kwok Weng Yeong

Name of applicants supervising agent (if applicable)
Date (dd/mm/yyyy)
Further information
Visit our website www.tpb.gov.au or phone the Tax Practitioners Board on 1300 362 829.
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Statement of Relevant Experience For Tax Agent

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What types of relevant experience does this document outline?

What types of relevant experience does this document outline?

What tax agent services does the applicant have experience providing?

What tax agent services does the applicant have experience providing?

Statement of relevant experience for tax agent

Completing this form

1. Full name of applicant/tax agent

2. Supervising tax agent making this statement

Ted Yeong & Co

Details of relevant experience

Work by an individual as a registered tax agent

Work as an Australian legal practitioner

IN-CONFIDENCE when completed

4. Did the applicants relevant experience include:

Hours per week if not full time employment

IN-CONFIDENCE when completed

6. Summary of tax agent services provided

Percentage of working time providing tax agent services years 1 to 10

8. Provide any other information or comments regarding your relevant experience.

IN-CONFIDENCE when completed

Full name of the person providing this statement

Ted Kwok Weng Yeong

IN-CONFIDENCE when completed

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