Did You Know? FTA Has Fixed Responsibilities for Tax Agents Regarding Client Document Management
As tax laws evolve in the UAE, businesses are under increasing pressure to meet their compliance obligations—accurately and on time. That’s where FTA-Approved Tax Agents come in.
In 2024, the Federal Tax Authority introduced Professional Standards for Tax Agents, which clearly outlines the duties, liabilities, and ethical standards required from registered tax agents—especially concerning the maintenance and confidentiality of client documents.
Key Responsibilities of FTA-Approved Tax Agents:
1. Maintain Client Records
“The Tax Agent must keep information, documents, records, and data related to any person they represent.”2. Assist FTA with Client Files
“Upon the FTA’s request, the Tax Agent must provide all documents and data for any client they represent, even after termination of the engagement.”3. Confidentiality Obligation
A tax agent must never disclose client information without consent, unless required by law.4. Professional Competence
Agents must stay updated with tax law changes and maintain a high standard of advice and document accuracy.Why Should Companies Choose an FTA-Approved Tax Agent?
Direct Representation
FTA-approved agents can represent businesses directly before the Authority—saving time and reducing risk.
Higher Accountability
With responsibilities now clearly defined, these agents are held to strict professional and ethical standards.
Audit Support
Whether it’s a VAT refund, clarification request, or a full tax audit, certified agents are obligated to assist—even after their engagement ends.
Document Management
Agents must securely retain all client records and submit them upon FTA’s request—adding an extra layer of compliance assurance.
Professional Standards & Penalties
From confidentiality to competence, agents are now under a Black Points System that enforces good practices—and penalizes bad ones.
Bottom Line:
Hiring an FTA-Approved Tax Agent isn’t just about filing returns—it’s about having aexperienced, trained, accountable, and legally empowered professional who ensures your business stays compliant at every step.
Stratify Consulting Group is officially recognized as an FTA-Approved Tax Agency—empowered to represent, defend, and guide your business in full alignment with UAE tax laws.
