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Thread: Declined transfer of tax profile

  1. #1
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    Declined transfer of tax profile

    Hi

    A client has asked me to do her tax return. This is the first year she has received an IRP5 and is required to submit a return.
    I duly register her details and see that another tax practitioner has her profile. I requested the profile and it was declined. The message I got was the tax practitioner was waiting for supporting docs. My client does not know who this person is.
    I request the profile again and was declined again with a message that the client owes money, here are my banking details (but no name of bank acc.) and use your name as a reference.

    What are the protocols regarding this? Is it ethical to decline a request and give different reasons each time ?

  2. #2
    Platinum Member SilverNodashi's Avatar
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    It could be fraud? Contact SARS and chat to them.

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