Finding and using a tax practitioner
If you want to have someone prepare or lodge your tax returns, notices or statements, or to provide you with tax advice, you should ensure they are registered with the Tax Practitioners Board.
You can check our TPB Register to see if a tax practitioner is registered. Tax practitioners include:
- tax agents
- BAS agents
- tax (financial) advisers.
Generally, only registered tax agents, BAS agents and tax (financial) advisers can legally charge a fee or other reward for providing tax agent, BAS or tax (financial) advice services.
Agreement on services provided by tax and BAS agents
When using a registered tax or BAS agent, we recommend you discuss the following points with the agent to ensure you know what is expected of you and your agent:
- the work to be done
- when it needs to be done by
- how much the work will cost, or general information about the agent’s fee structure
- where your refund will be sent (if applicable)
- how long you should wait for your refund (if applicable).
Many registered tax and BAS agents will ask you to sign a letter of engagement, which sets out your obligations and your agent’s obligations in relation to the work to be done by the agent.