Change of tax agent details or circumstances
Under the Tax Agent Services Act 2009 (TASA), you must notify us of certain changes in details or circumstances.
You must notify us in writing (either electronic or paper) within 30 days on which you become, or ought to have become, aware of any changes to your:
- contact details
- practice structure
- legal or trading name
- circumstances relevant to your registration
- changes to professional association membership.
Change in contact details
You can change the following contact details online using My Profile:
- email address
- phone and fax numbers
- business address/es (this address must include only the street address of the practice)
- postal address (for correspondence and notices).
We will pass on your updated contact details to the Australian Taxation Office (ATO). 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 address in your practice management software used for lodgement of your clients' income tax returns and/or business activity statements.
Change in practice structure
If you change how your practice is structured you must notify us. You may also need to apply for registration of the new business structure with us.
For more information refer to Change in practice structure.
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 to circumstances
You must notify us if:
- you cease to meet one of the tax agent registration requirements
- an event affecting your registration occurs.
Complete our online form providing details of changes in your circumstances.
Change to professional association membership
If you relied on being a voting member of a recognised tax agent association to gain your registration as a tax agent, you must notify us if your membership status changes or your membership ceases.
Complete our online form providing details of changes to your membership.
If you did not rely on your voting membership with a recognised tax agent association to gain your registration and your membership details change, you should update your membership details in My Profile
Last modified: 20 December 2017