Webinar

Issued: 22 July 2025

Last modified: 23 July 2025

Proper recordkeeping is vital for maintaining the integrity of your practice. It evidences your actions and advice and helps clarify disputes regarding tax services provided. Tax practitioners should have a clear understanding with clients on what records each will keep to comply with new Code obligations and avoid duplication. Join our webinar to learn effective strategies and understand your obligations.

Resources

Webinar recording

How to manage and store client’s documents efficiently and completely webinar recording