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Cover your clients when the tax man comes knocking.

Give them the security of Tax Audit Insurance

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Tax Audit Insurance 

Safeguard your clients from government audits. Offer them Tax Audit insurance so all their costs are covered when a state or federal government agency such as the ATO wants to conduct a review, enquiry or audit 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.

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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. 

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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

  • 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 your directly.
Simply complete the ‘Request a Call back’ detail and we will be in touch soon.
REQUEST A CALL BACK

Manage your Tax Audit claims online

Making a claim and checking on your claim status can be done in one portal. Provide all the relevant information and attachments for a faster and seamless processing of your claims.

Call Us Directly on 1300 413 280

Navigating the complexities of tax audits can be challenging, but you don’t have to do it alone. Our specialists are committed to providing you with the expert advice and comprehensive coverage you need to be really covered against any eventualities that tax audits might bring.