Bookkeeper minutes, November 2009

Venue:	Taxation Office Conference Room 12.706 Level 12 Latitude East Building 52 Goulburn Street (cnr Pitt St) Sydney
Date:	13 November 2009
Start:	9.30am	Finish:	4.00pm
Chair:	Jim Collins
Contact and Secretariat:	Louise Jameson	Contact phone:	(07) 3119 9921

Attendees

Susan Abouav	Bookkeeper
Matthew Addison	Institute of Certified Bookkeepers (ICB)
Angie Ananda	Taxation Institute of Australia (TIA)
John Birse	Franchisor
Roger Booker	Chartered Institute of Management Accountants (CIMA)
Kathie Collins	Bookkeeper
Jim Collins	Australian Taxation Office (ATO)
Robert Duncan	Association of Taxation and Management Accountants (ATMA) and Association of Certified Bookkeepers (CBK)
Rick Freitag	Software Products
Kerri Giles	Bookkeeper
Tony Goddard	Australian Taxation Office (ATO)
Ian Hamilton	Bookkeeper
Robert Hutt	Association of Accounting Technicians (AAT)
Martine Joly	Institute of Chartered Accountants in Australia (ICAA)
Maria Jowett	Bookkeeper
Greg Lansdell	Australian Taxation Office (ATO)
Maguy Nakhl	CPA Australia (CPAA)
Melissa Pullin	Australian Taxation Office (ATO)
Dennis Schluter	National Institute of Accountants (NIA)
Heather Smith	Association of Chartered Certified Accountants (ACCA)
Russell Smith	Bookkeeper
Nigel Thomson	Franchisor
Peter Thorp	Australian Bookkeepers Network (ABN)
Dennis Turner	Bookkeeping Institute of Australia (BIA)
Rick Van Dyk	MYOB
Annamaria Carey	Australian Taxation Office (ATO)
Lekie Johnstone	Australian Taxation Office (ATO)
Brad Nash	Australian Taxation Office (ATO)
Peter McConville	Australian Taxation Office (ATO)
Geoff Robinson	Australian Taxation Office (ATO)
Reeta Sidhu	Australian Taxation Office (ATO)
Steve Smith	Australian Taxation Office (ATO)
Gary Townsend	Australian Taxation Office (ATO)
Louise Jameson	Australian Taxation Office (ATO)

Apologies

Melissa Pullin	Australian Taxation Office (ATO)
Ray Eldridge	Australian Taxation Office (ATO)

Professional bodies represented at the BAG

Association of Taxation and Management Accountants	ATMA
Australian Bookkeepers Network	ABN
Association of Accounting Technicians	AAT
Association of Certified Bookkeepers	CBK
Association of Chartered Certified Accountants	ACCA
Bookkeeping Institute of Australia	BIA
Chartered Institute of Management Accountants	CIMA
CPA Australia	CPAA
Institute of Certified Bookkeepers	ICB
Institute of Chartered Accountants in Australia	ICAA
National Institute of Accountants	NIA
Taxation Institute of Australia	TIA

Agenda items

Disclaimer

Bookkeeper Advisory Group (BAG) agendas, minutes and related papers are not binding on the Tax Office or any of the other bodies referred to in these papers. While every effort is made to accurately record views expressed, the wording necessarily represents a summary of statements of general position only, and care should be taken in interpreting those statements. These papers reflect the position at the date of release (unless otherwise noted) and readers should note that the position on any issue may subsequently change.

Sections within Agenda items

• 1. Introductions, apologies, confirmation of minutes of 14 August 2009 minutes
• 2. Review of action items from 14 August 2009 meeting
• 3. Lodgment concessions
• 4. Change Program - external readiness
• 5. Tax Agent Services Act 2009 update
• 6. Employee/contractor obligations
• 7. Consultation process for BSP seminar program
• 8. Bookkeeper environment and tools
• 9. Annual review - BAG forum
• 10. Other business