Tax Audit Protection Insurance.
Safeguard your clients from government audits. Offer them Tax Audit insurance so all their costs are covered when a government agency such as the ATO wants to conduct a review of their business.
Our online portal makes it easy
Our new online portal streamlines and automates much of the process.
Online invitations come from your practice email address.
Clients can obtain a quote and transact online 24/7.
Simple reconciliations.
Simple data requirements.
Onboard new clients all year round with a full 12-month term.
Correspondence can be customised and branded with your practice details.
Automatic renewals sent directly to paid clients with no delay.
Easy onboarding for you
We’ve intentionally kept the onboarding process for your Practice as straight forward as possible. Simply apply, register your email and payment gateways, provide data and we’ll handle the rest.
Easy management and renewals.
Every Practice has an assigned Relationship Manager. They support you in communicating the benefits of Tax Audit Insurance to your clients, and provide you with reporting, performance details and claims support. They also manage your renewals for you every year. Simply confirm your Practice details and make any required updates. Paid clients receive automated renewals, and unpaid clients receive new invitations.
Our policy inclusions are first rate.
We cover enquiries, questionnaires, audits, reviews and investigations from federal and state bodies.
Covers response to audits initiated during the period of cover
Includes returns lodged in previous years and/or lodged through other firms
Covers client’s commonly owned entities (including directors and families) under one premium
Includes cover for fees received from tax or superannuation specialists, bookkeepers or lawyers
Can include appeals and objections (after approval by the underwriter) up to 20% of the limit
Ability to purchase increased limits
Automatic cover for all Associated Entities
No excess
Our Tax Audit team will contact you and discuss our online solutions with you directly. Simply complete the ‘Request a call back’ detail and we will be in touch soon.
AB Phillips Pty Ltd, ABN 91 007 075 934, Australian Financial Services Licence No. 234457. Please obtain and consider our Financial Services Guide (FSG) and the relevant Product Disclosure Statement (PDS) and Policy Wording for full details of the terms, conditions and exclusions relating to the policy, before making any decision to acquire a product. The product issuer is Agile Underwriting Services Pty Ltd, ABN 48 607 908 243, AFS License Number 483374 (Agile). In issuing Tax Audit insurance Agile arranges policies for and on behalf of certain Underwriters at Lloyd’s (the Insurer). In all aspects of this policy, Agile acts as agent for the Insurer and not for the insured.