We have created helpful factsheets on a range of topics to assist you and your clients. Download these factsheets from the links below.

Breach reporting

Continuing professional education (CPE) for tax agents

Continuing professional education (CPE) for BAS agents

Death of tax practitioner checklist

Disqualified entities

• Information for disqualified entities
• Information for tax practitioners - Code item 15 - Know your obligations when employing or using disqualified entities
• Information for tax practitioners - Code item 16 - Prohibition of certain arrangements with disqualified entities

Proof of identity for client verification

Information for clients

• Information for clients - Arabic
• Information for clients - Korean 
• Information for clients - Simplified Chinese
• Information for clients - Traditional Chinese
• Information for clients - Vietnamese 

Surrender of registration checklist

Tax practitioner checklist