You must notify us within 30 days on which you become, or ought to have become, aware of any changes to your:

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contact details, including your address for service of notices

structure icon
practice structure

trading name icon
legal or trading name

circumstance icon
circumstances relevant to your registration

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changes to professional association membership.

 

If you are an Australian financial services (AFS) licensee or authorised representative, you must also notify the Australian Securities and Investments Commission about relevant

Change in contact details

You can change the following contact details online using My Profile:

  • email address

  • phone and fax numbers

  • business address/es (must be the street address of the practice)

  • address for service of notices.

We will pass on your updated contact details to the Australian Taxation Office (ATO). If applicable, the ATO will update your practice contact details, email address and mobile number, and also the postal address on your clients' income tax and fringe benefits tax roles, providing:

  • you have added them to your client list for these roles

  • the postal address for the client is the same as your prior address. 

You may still need to contact the ATO to update details for some broadcasts or email notifications. For further information refer to the ATO website.

Note: You may also need to update your contact details in your practice management software used for lodgement of your clients' income tax returns and/or business activity statements.

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Change in practice structure

If you change how your practice is structured, you must:

  • let us know about the change, as you may need to apply for registration for the new business structure, which includes getting a new registration number to practise under

  • notify us within 30 days if there is a change to a partnership or company directors

  • notify the Australian Taxation Office (ATO) of any changes to your practice structure. For further information refer to the ATO website

  • advise your clients about any practice structure changes. If we approve the registration of your new business structure, you must obtain your clients' permission before transferring them to the new business structure. For further information refer to Confidentiality of client information.

If you are changing from an individual to a company or partnership structure, you will need to lodge an application with us to register the new company or partnership (a company entity must first be registered with ASIC).

Companies or partnerships registering as tax or BAS agents must have a sufficient number of registered individual tax practitioners to provide tax and BAS agent services to a competent standard and to carry out supervisory arrangements. It may therefore be appropriate for you to maintain your individual registration for this purpose.

For more information about company or partnership registration requirements, refer to:

You must notify us in writing within 30 days of the day you become, or ought to become, aware of certain events occurring in relation to the registered company or partnership. This includes when:

  • a new director or partner (individual or company) joins

  • an existing director or partner (individual or company) leaves

  • the company or partnership ceases to meet one of the tax or BAS company or partnership registration requirements

  • an event affecting the continued registration of the company or partnership occurs in respect of a director of the company, or an individual partner or a director of a company partner.

To advise us of changes, complete our online form.

If any new director/s or individual partner/s have joined your practice but are not currently registered with the TPB, you will need to complete and upload a Schedule of personal details to the form.

Change registration details

If you decide to operate or cease operating through a trust structure, you need to notify us in writing. In some circumstances, you may need to apply for a new registration.

For information, refer to TPB(I) 03/2011 Agents conducting business in the capacity of trustee of a trust: registration considerations.

If you are unsure of registration requirements of trust structures, contact us.

Change to legal or trading name

You must notify us of any changes to your legal or trading name. We need to see evidence of the change such as a certificate of trading name or marriage certificate.

Complete our online form to notify us of name changes.

Change registration details

Change to circumstances

You must notify us if:

Complete our online form providing details of changes in your circumstances.

Change registration details

Change to professional association membership

If you relied on being a voting member of a recognised professional association to gain your registration as a tax practitioner, you must notify us if your membership status changes or your membership ceases.

Complete our online form providing details of changes to your membership. 

Change registration details

If you did not rely on your voting membership with a recognised professional association to gain your registration and your membership details change, you should update your membership details in My Profile.

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Last modified: 21 November 2022