@hivewise_au: Story time: this is the most drama and attitude I’ve experienced from another accountant in my career. Here’s the story of how our client’s old accountant was refusing to give us information that belonged to the client 🤨

The Wise Accountant
The Wise Accountant
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Region: AU
Wednesday 10 June 2026 07:48:36 GMT
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3littlesmilies
Threesmilies :
I don’t think the other accountant was offended by the client going to another firm. I think the other accountant just wanted to bill for their time to upload the docs.
2026-06-11 05:10:29
5
janepapalia
Jaybird :
You go girl
2026-06-10 11:24:01
6
username120367777
Username0235 :
I have Centrelink debt, is there anyway I can stop the ATO using my tax return to pay for it
2026-06-10 17:20:23
1
minabaselyous
Mina Baselyous | Tax Advisor :
so you're saying the client has been sent the information but has not kept it on file? How is this the old accountants fault? This is standard practice in the industry. I respect you very much, but if you have to resend information you have provided to the client before, other than trust deeds, constitutions etc. then it is inefficient and you are teaching the client that document storage is not their responsibility, when it is under ASIC due diligence requirements by the director and ATO to retain documents also.
2026-06-13 09:32:20
0
kingbernadette29
kingbernadette29 :
are you in melbs?
2026-06-10 11:32:09
0
hardeep_singh_chahal
Chahal :
How can i contact you
2026-06-10 08:04:37
0
mad.michael
Mrmad.com.au :
your so cute
2026-06-11 00:13:27
0
jamie2700
Jamie2700 :
Sounds like a case of sour grapes 😂😂😂
2026-06-11 03:06:10
2
dr179
420 :
They probably don’t have it
2026-06-27 23:33:28
0
followmeforcomment
Highlighted_Comment :
just a query😁😂 both in western Sydney, maybe? or western Victoria 😁
2026-06-24 11:55:07
1
aaron_d_glover
Aaron Glover :
GPs charge for the same thing to medical records to new treating physicians/GPs
2026-06-17 13:27:25
0
monikacassie
Moni :
Not the first time, one of property settlement company said they would charge client 90 for resending the settlement documents as they have already provide same docs at the time of settlement.
2026-06-11 19:55:01
0
domenz100
domenz100 :
I agree with the previous accountant, it's the responsibility of the client to retain records and it takes time to send over records
2026-06-12 11:56:27
1
nadia____x
nadia____x :
People are so petty!
2026-06-12 12:47:47
0
sunsub10
sunsub10 :
Is your client only big businesses ? You don’t take any individual client ?
2026-06-10 11:00:52
0
cool_banana0
Stewie :
It’s pity but isnt ok if they want to charge the client for say 15 mins of their time to do the handover?
2026-06-10 12:38:42
1
brisbane_aircraft_noise
support :
Suggest that whatever acct you use put your return through AI to check for errors and omissions
2026-06-10 23:27:55
0
deanpopofficial
Dean 🇦🇺 :
We don’t provide new accountants the information the client already has. In any case, an ethical letter does not satisfy TPB COC confidentiality requirements in sharing information to third parties without express consent of each client. Clients who don’t know where their information is are usually problematic clients.
2026-06-10 20:52:45
2
ox.eirisa.xo
ox.eirisa.xo :
Audacity is tax free 😆
2026-06-10 08:13:31
3
natalieackerly
Natalie Ackerly 🇦🇺🌏💓 :
Not if the client hasn’t paid the bill
2026-06-11 22:23:41
0
stuartlafranchi
Stulaf :
They just want to charge a final invoice. As a broker I hear of this so many times for simple requests. Unfortunately many are just money grabbers taking advantage of their clients potential vulnerability.
2026-06-12 01:23:40
0
josipvukasinovic
JOSIP VUKASINOVIC :
👏👏👏
2026-06-10 07:59:22
1
thomasbentley2014
thomasbentley2014 :
🤭
2026-06-24 09:47:51
0
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