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Managing the ATO’s perception of you in the new tax risk differentiation framework world paper

Published on 23 Feb 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • approaches to dealing with the ATO
  • documentation of tax corporate governance
  • documenting reportable tax positions and transactions
  • utilising legal professional privilege, the accountants’ concession and board workpaper privilege
  • opinions, reasonably arguable positions, and rulings.

Author profile

Craig Jackson CTA
Craig Jackson, CTA, is a Partner in Ernst & Young Tax Controversy & Policy Practice, holding qualifications in both Economics (accounting) and Law from the University of Sydney. He has more than 35 years’ experience focused on dealing with the ATO on a range of active compliance processes, holding qualifications as a Charted Tax Advisor, a Fellow of Chartered Accountants ANZ and practising Solicitor admitted in NSW. He is a member of the International Fiscal Association and the Law Council Business Law Section Tax Subcommittee. Craig has been actively involved in assisting a range of clients with ATO audits and review. These include domestic companies and multinationals and high wealth individuals. Issues include transfer pricing; financing structures; disputes on re-organizations and Capital Gains Tax among others. He also has experience as part of EY’s Tax quality network in assisting staff and partners deal with a range of tax quality issues and questions. - Current at 26 July 2023
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This was presented at Managing Tax Audits .

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Individual sessions

Managing ATO enquiries, reviews and audits

Author(s):  Michael DE PALO

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