Arrange Tax Agent / Accounting Cover Today

Simply complete the details below and click Submit. It's that simple! Please complete all fields to ensure we have the required information to arrange your cover.

Insured Entity  
Trading as  
Contact Name  
Business Address  
State   Post Code
Phone Number  
Email Address  

Tax Agent/Accounting Business Description

Covering Civil Liability arising from any act, error or omission in the provision of tax agent & BAS services as defined in the Tax Agent Services Act including Professional activities of Tax Agent/BAS Agent/Bookkeeper & Accounting Services including preparation of accounts and financial statements, data collection and preparation of records for accounts, all BAS data collection and reporting, all GST data collection and reporting, all payroll activities, all credit control work, all cash payments work, preparation & lodgement of Tax returns, all reconciliation work and all reporting work, MYOB, QuickBooks and Similar software programs, Bookkeeping, MYOB and QuickBooks and similar software program Training, Not for Profit & SMSF Audits, Management & Business Consulting Services, ASIC Services and any other activity incidental thereto and/or in which the Insured engages or may become engaged including Sub-Contractors whilst working for the Insured subject to all sub-contractors being qualified bookkeepers and under supervision of the Insured

The following activities are excluded and cannot be included:  

Have you had any previous claims or notifications?  
Is this Proposer aware, after enquiry of any Circumstance(s) or incident(s), which may give rise to a Claim?. If YES, please provide further details  

Professional Indemnity Cover Required (these are standard premiums for turnover up to $200,000)  
Is Public Liability Insurance required?  
Do you belong to an association?   If yes, Please advise association name
    Please Note: A loading may apply to meet the insurance requirements of your association.
Cover Required From  

Estimated turnover current financial year



Standard premiums apply up to turnover of $200,000

Estimated Professional Fees Earned From*  
1. Tax Agent Activities
2. Financial Statements
3. Accounting activities / Bookkeeping and BAS Agent activities
4. Audit – Not For Profit / Trust Funds
5. Audit – Pty Ltd Companies
6. Management/Business Consultancy
7. ASIC Services
10. Other (please detail)
*Any other activity specified in this area is not included unless specified in the business description and agreed by the Underwriters
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