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 ?