Tax Professional Negligence

Tax professional negligence claims require a tax expert witness to assess whether a reasonably competent tax adviser would have given different advice, whether PCRT standards were met, and what loss was caused by the negligent advice.

The but-for position establishes what the claimant's tax position would have been had competent advice been given. The difference between this and actual tax paid, including penalties and interest, represents recoverable loss subject to SAAMCo scope limitations.

Expert evidence addresses both the technical correctness of the advice and whether material risks were properly communicated to the client.

AspectDetail
Standard of careAssessment against reasonably competent tax adviser benchmark
PCRT complianceReview against Professional Conduct in Relation to Taxation
But-for positionCorrect advice and resulting tax position analysis
Loss quantificationAdditional tax, penalties, interest, and SAAMCo scope
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Frequently Asked Questions

Tax advisers must exercise the skill and care of a reasonably competent tax adviser in their field, applying relevant tax law correctly and complying with PCRT. The expert assesses whether advice fell below this standard and what correct advice should have been given.

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