Change of tax agent details or circumstances
You must notify us within 30 days on which you become, or ought to have become, aware of any changes to your:
- contact details, including your address for service of notices
- practice structure
- legal or trading name
- circumstances relevant to your registration
- 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 changes to your business details.
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.
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: 1 January 2022