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Registering as an individual tax agent

Registering as an individual tax agent

You must be registered with us to provide tax agent services for a fee or other reward.

If your application for registration is approved, you will be registered for a period of at least three years.
 

Requirements for registration

  1. You must be at least 18 years of age to be eligible to apply.
  2. You must be a fit and proper person
  3. You must satisfy the qualification and experience requirements.
  4. You maintain, or will be able to maintain, professional indemnity insurance that meets our requirements.
  5. Complete an online application and provide all supporting documents.

 

 Checklist - information you need to apply to register
  • Electronic copies of certificates, academic transcripts and course outlines, as required, to show you have completed the required qualifications.

 

Application fee

You must pay the application fee in full when you apply for registration. The fee is not subject to GST.

For applications lodged up to and including 30 June 2018

  • $500 – if you are carrying on a business as a tax agent
  • $250 – if you are not carrying on a business as a tax agent.


For applications lodged from 1 July 2018

The 2018-19 Federal Budget announced an increase in application fees for tax practitioners registering or renewing their registration. The Government has endorsed an increase in fees, but they remain subject to regulation changes being made before the new application fees can take effect from 1 July 2018.

For more information about the changes refer to Strengthening the TPB's role in protecting consumers of tax services

For information on making a payment refer How to pay your tax agent application fee
 

After lodging your application

We will advise you after the decision is made to either grant or reject your application for registration. We aim to process complete applications within 30 days of receiving them.

If your application is granted:

  • details of your registration will appear on the TPB register
  • you must advise us of how you meet our professional indemnity insurance requirements within 14 days of being notified that you are registered
  • we will notify the Australian Taxation Office (ATO) that you are now registered with us. You can then contact the ATO to arrange access to their online services, such as the Tax Agent Portal.

If your application is rejected:

  • we will advise you of the reasons for our decision and of your appeal rights
  • we will notify the ATO of our decision to reject your application.
     

Further information

For more information refer to:

 

Last modified: 8 May 2018