Annual declaration for tax agents
You must complete an annual declaration to demonstrate that you meet ongoing registration requirements as a tax agent, including:
- having professional indemnity insurance cover
- undertaking continuing professional education (individuals only)
- satisfying fit and proper requirements, and
- meeting your personal tax obligations.
The annual declaration form replaces the professional indemnity insurance notification form that you were previously required to complete each year.
When is your annual declaration due?
You must complete your annual declaration with us each year, other than in the year you need to renew your registration.
Your annual declaration is due on the anniversary of your renewal date. You can find your renewal date on the TPB Register.
We will send you an email to let you know when your annual declaration is due and how you can complete your annual declaration. You will have 45 days to complete the declaration.
You can access your annual declaration form when we notify you by visiting www.tpb.gov.au/myprofile
Video: annual declaration form
Provides a quick look at what is covered in the annual declaration form that you need to complete.
Example: How the annual declaration and registration renewal fit together
Brian’s tax agent registration is due for renewal by 1 September 2018. He must complete an annual declaration by 1 September 2016 and then another annual declaration by 1 September 2017. We will email Brian 45 days before each annual declaration is due and he will have 45 days to complete the annual declaration.
As Brian’s registration is due for renewal date by 1 September 2018, he is not required to complete an annual declaration in 2018 but he will need to complete an application to renew his registration.
Keep your details up-to-date
While we will email you when your annual declaration is due, it is important that your contact details, including your email address are up to date at all times so that our reminders reach you on a timely basis. For more information refer to Change of tax agent details or circumstances