Oak acc partners

1. Oak Accounting PartnersOak Accounting Partners
Oak Accounting Services Pty LtdOak Accounting Services Pty Ltd
Registered tax agent#24713579Registered tax agent#24713579
Allen Zheng CPA, Managing DirectorAllen Zheng CPA, Managing Director
www.oakaccounting.com.auwww.oakaccounting.com.au
Oak Accounting Partners
is a CPA practice

2. Tax AssociationTax Association
(for BAS agents)(for BAS agents)
Oak Accounting PartnersOak Accounting Partners

3. Your designation will be:Your designation will be:
Tax AssociateTax Associate

4. How does it work?How does it work?
Just three steps (summary)Just three steps (summary)
1.1. Read and understand the: 1) Tax Associate Policies andRead and understand the: 1) Tax Associate Policies and
Procedures and 2) Tax Associate Questions and AnswersProcedures and 2) Tax Associate Questions and Answers
which are part of the tax associate application formwhich are part of the tax associate application form
2.2. Complete the tax associate application form and email back toComplete the tax associate application form and email back to
us on taxassociate@oakaccounting.com.auus on taxassociate@oakaccounting.com.au
3.3. Once you receive confirmation that your application has beenOnce you receive confirmation that your application has been
accepted, you can update your marketing materials, website,accepted, you can update your marketing materials, website,
business cards to include your tax association with Oakbusiness cards to include your tax association with Oak
Accounting Partners and their income tax returns can beAccounting Partners and their income tax returns can be
lodged through uslodged through us

5. How does it work?How does it work?
• Once you decide to join as a Tax Associate, please read andOnce you decide to join as a Tax Associate, please read and
understand the policies and procedures and the questions andunderstand the policies and procedures and the questions and
answers documents and complete the application form andanswers documents and complete the application form and
email to: taxassociate@oakaccounting.com.auemail to: taxassociate@oakaccounting.com.au
• Once we have reviewed your application, we will confirm viaOnce we have reviewed your application, we will confirm via
email that your application has been accepted and your role asemail that your application has been accepted and your role as
a tax associate with Oak Accounting Partners. We will alsoa tax associate with Oak Accounting Partners. We will also
send you the checklist documents that you will need to assistsend you the checklist documents that you will need to assist
you in collecting tax information from your clients to enableyou in collecting tax information from your clients to enable
us to commence tax workus to commence tax work

6. How does it work?How does it work?
•You can now update your marketing materials, website, businessYou can now update your marketing materials, website, business
cards to include your tax association with Oak Accounting Partnerscards to include your tax association with Oak Accounting Partners
and their income tax returns can be lodged through usand their income tax returns can be lodged through us

7. How does it work?How does it work?
• As a BAS agent, you introduce to your clients that you are nowAs a BAS agent, you introduce to your clients that you are now
associated with Oak Accounting Partners for taxation servicesassociated with Oak Accounting Partners for taxation services
including the preparation and lodgement of income tax returns.including the preparation and lodgement of income tax returns.
On your marketing materials including your website and businessOn your marketing materials including your website and business
cards, you can now include the words ‘cards, you can now include the words ‘in association with Oakin association with Oak
Accounting Partners’Accounting Partners’ and then add the serviceand then add the service ‘income tax returns‘income tax returns
through Oak Accounting Partners.’through Oak Accounting Partners.’
• Your role is to collect tax information from the financial reportsYour role is to collect tax information from the financial reports
from your accounting system and also other information directlyfrom your accounting system and also other information directly
from the client.from the client.

8. How does it work?How does it work?
• To make it easier to collect tax information from yourTo make it easier to collect tax information from your
clients, you are to use the checklist we provided to you.clients, you are to use the checklist we provided to you.
Please note that there are currently four checklistsPlease note that there are currently four checklists
(individual, partnership, company and trust)(individual, partnership, company and trust)
• Your role is to collect tax information from the financialYour role is to collect tax information from the financial
reports from your accounting system and also otherreports from your accounting system and also other
information directly from the client.information directly from the client.

9. How does it work?How does it work?
• Please note that this is our first year to operate this taxPlease note that this is our first year to operate this tax
association program and we encourage you to email us anyassociation program and we encourage you to email us any
suggestions to make the whole process bettersuggestions to make the whole process better
• Mode of communication is email only:Mode of communication is email only:
taxassociate@oakaccounting.com.autaxassociate@oakaccounting.com.au
• Please include BAS agent number in the subject linePlease include BAS agent number in the subject line

10. How does it work?How does it work?
• Mode of communication is email only:Mode of communication is email only:
taxassociate@oakaccounting.com.autaxassociate@oakaccounting.com.au
• Please include BAS agent number in the subject linePlease include BAS agent number in the subject line
• As thisAs this Tax AssociationTax Association is Australia-wide, email responseis Australia-wide, email response
turnaround time is two (2) business days. We endeavour toturnaround time is two (2) business days. We endeavour to
respond in less than two (2) business days depending on therespond in less than two (2) business days depending on the
volume of emails we receive.volume of emails we receive.

11. How does it work?How does it work?
•Income tax returns turnaround times:Income tax returns turnaround times:
• Individual – one (1) weekIndividual – one (1) week
• Partnership – one and a half (1.5) weekPartnership – one and a half (1.5) week
• Company – two (2) weeksCompany – two (2) weeks
• Trust – two (2) weeksTrust – two (2) weeks