Information sheets

TPB(I) 37/2022 Relevant tax (financial) advice experience for tax agents with a tax (financial) advice services condition

Issued: 1 January 2022 Last modified: 1 April 2022

Information sheets

TPB(I) 20/2014 What is a tax (financial) advice service?

Issued: 30 June 2014 Last modified: 1 April 2022

Information sheets

TPB(I) 17/2013 Code of Professional Conduct – Reasonable care to ascertain a client’s state of affairs

Issued: 15 November 2013 Last modified: 20 November 2019

Information sheets

TPB(I) 16/2012 Do valuers need to register as tax agents

Issued: 19 October 2012 Last modified: 1 April 2022

Information sheets

TPB(I) 15/2012 Code of Professional Conduct - Holding money or other property on trust

Issued: 18 October 2012 Last modified: 5 April 2022

Information sheets

TPB(I) 14/2012 Tertiary qualifications in a discipline other than accounting for tax agents

Issued: 13 September 2012 Last modified: 1 April 2022

Information sheets

TPB(I) 13/2012 Contractors

Issued: 26 June 2012 Last modified: 27 September 2016

Information sheets

TPB(I) 12/2012 Insolvency practitioners: Do you need to register as a tax or BAS agent?

Issued: 26 June 2012 Last modified: 1 April 2022

Information sheets

TPB(I) 11/2011 Challenge test criteria for a Board approved course in basic GST/BAS taxation principles

Issued: 20 February 2012 Last modified: 1 April 2022

Information sheets

TPB(I) 10/2011 Required knowledge of the Tax Agent Services Act 2009 including the Code of Professional Conduct

Issued: 15 December 2011 Last modified: 1 July 2022

Information sheets

TPB(I) 09/2011 Digital service providers and the Tax Agent Services Act 2009

Issued: 16 July 2015 Last modified: 1 April 2022

Information sheets

TPB(I) 08/2011 Reports or other advice incorporating tax agent services provided by a third party

Issued: 17 October 2011 Last modified: 27 September 2016

Information sheets

TPB(I) 06/2011 Educational qualification requirements for tax practitioners - the mix and match approach to Board approved courses

Issued: 11 May 2011 Last modified: 23 September 2022

Information sheets

TPB(I) 05/2011 Information regarding the assessment aspect and requirements of an approved course in basic GST/BAS taxation principles

Issued: 11 May 2011 Last modified: 1 April 2022

Information sheets

TPB(I) 04/2011 BAS agent educational qualification requirements

Issued: 11 May 2011 Last modified: 1 April 2022

Information sheets

TPB(I) 03/2011 Agents conducting business in the capacity of trustee of a trust: registration considerations

Issued: 11 April 2011 Last modified: 1 April 2022

Information sheets

TPB(I) 02/2011 Claiming a lien over client property

Issued: 11 April 2011 Last modified: 1 April 2022

Information sheets

TPB(I) 31/2016 Payroll service providers

Issued: 9 December 2016 Last modified: 1 April 2022

Information sheets

TPB(I) 35/2020 Recognised professional associations – Exercise of the TPB’s discretion regarding specific requirements for recognition under the Tax Agent Services Regulations 2022

Issued: 30 October 2020 Last modified: 1 April 2022

Information sheets

TPB(I) 34/2018 Code of Professional Conduct – complying with taxation laws in the conduct of your personal affairs

Issued: 11 December 2018 Last modified: 24 September 2021