We have a range of information that sets out our view of how the laws we administer apply to practitioners and applicants. Our information ranges from binding guidance to general information.

Explanatory papers

Information sheets

Practice notes

Proposed guidelines

Exposure drafts

Discussion papers

Other guidance

A list of tax agent services legislation, legislative instruments and other legislation we often refer to. 

Tax agent services legislation

Legislative instruments

Other relevant legislation

We have a range of forms available for submitting complaints, speaking requests or to support an application registration.

View our forms to find the one most suitable for your use. 

A detailed list terms we often reference in our policy and guidance material. 

A list of common queries we receive on our policy and guidance. 

New CPE requirements from 1 July 2022

Single disciplinary body for financial advisers

Registration options to provide tax (financial) advice services from 1 January 2022

We've created a number of handy factsheets for you and your clients on a range of TPB topics. 

Tax agents CPE requirements

BAS agents CPE requirements

Tax practitioner checklist

POI for client verification

Information for tax agent clients

Information for BAS agent clients

Surrender of registration checklist

Death of tax practitioner checklist