A ready-to-use conflict of interest policy template designed for bookkeepers, accountants, and BAS agents. This document supports your obligations under the TPB Code of Professional Conduct, Tax Agent Services Act 2009 (TASA), and ISO 9001 requirements by providing a clear framework for identifying, assessing, and managing potential conflicts in your practice.

Ideal for use across solo, team-based, or outsourced environments, the policy includes guidance on staff declarations, handling client disclosures, and setting internal expectations for transparency and impartiality.

• TPB, TASA & ISO 9001 aligned

• Suitable for internal QMS use and client assurance

• Includes declaration process, examples, and staff obligations

• Supports Code of Conduct clauses on independence and integrity

Format: Editable Word (.docx)