About registration

If you provide tax agent, BAS or tax (financial) advice services for a fee or other reward you can register with us as an individual, partnership or a company.

 

Partnership and company registration

Partnerships and companies can register with us as tax or BAS agents, but they must have a sufficient number of registered individual agents to provide services to a competent standard and to carry out supervisory arrangements. This means that if you register as a partnership or company agent, you may also need to register as an individual agent.

 

Trustee registration

If your business is being carried through a trust structure, you can register as a tax or BAS agent based on whether the trustee is an individual or a company.

 

Conditional registration

A condition placed on your registration will limit the scope of services you can provide. This allows people with relevant experience in particular areas of taxation law to be eligible for registration (provided all other registration criteria are met).

You can request that we impose a condition on your registration or we may decide to impose one. In determining whether to impose a condition, we consider:

  • for individuals – their qualifications and experience
  • for partnerships and companies – the qualifications and experience of the relevant individuals providing services for the partnership or company.

For more information refer to Imposing conditions

 

Your details on the TPB Register

The details of your registration will appear on our public register on our website. The TPB Register allows the public to check that their tax or BAS agent or tax (financial) adviser is registered.

 

Renewing your registration

The registration period is generally for three years. To continue providing services after this time, you need to apply to renew your registration at least 30 days prior to the date your registration expires.

 

Maintaining your registration

If your registration is granted, you must ensure you comply with your obligations under the Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code). This includes:

  • maintaining professional indemnity (PI) insurance that meets our requirements
  • completing continuing professional education
  • notifying us within 30 days if your contact details or circumstances change.

For more information refer to About obligations

 

Further information

For more information, refer to:


Last modified: 16 March 2016