Tax Agent Insurance

Secure coverage for registered tax professionals

Handle complex tax matters with confidence. Our policies provide crucial protection against client disputes, ATO audits, and professional negligence claims, ensuring you can concentrate on delivering accurate tax solutions.

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Key Benefits

Why choose this insurance coverage

Professional Indemnity

Safeguards you from errors or omissions in tax advice and filings.

Public Liability

Protection if clients or visitors are injured in your office or if property is damaged.

Tax Audit Assistance

Helps cover costs arising from ATO inquiries or audits, easing financial strain.

Frequently Asked Questions

Common questions about tax agent insurance

Yes, under the Tax Agent Services Act, you must hold adequate professional indemnity coverage to maintain registration.

Some insurers allow you to extend coverage. Otherwise, subcontractors might need their own policies. Check with your provider.

Professional indemnity can include retroactive dates, offering protection against claims arising from past work, if you maintain continuous coverage.