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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. The Tax Agent Services Regulations 2022 (TASR) provide various pathways for you to register as a tax agent.
  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 - required application information
  • Australian-issued identity documents such as your driver licence, Medicare card or passport, to satisfy proof of identity (POI).

For further details and a list of other acceptable POI documents, refer to Proof of identity checks for tax practitioners 
  • Electronic copies of award certificates, academic transcripts and course outlines, as required, to show you have completed the required qualifications.

You can use our online tool to check your qualifications. If you assess or have previously assessed your qualifications using this tool, enter your enquiry number in the form to import the details you previously provided.

 

Applying for registration

If you are applying to be a tax agent under one of the TASR Items 201 to 206, use the 'Apply now' link below to complete our online application form.

Apply now

If you are applying to be a tax agent to only provide tax (financial) advice services under a TASR Item from 207 to 211, refer to Registering as an individual tax agent to provide tax (financial) advice services to download and complete the approved application form manually.
 

Application fee

The application fee is $704 and not subject to GST. You must pay the application fee in full when you apply for registration.  

Payment details, including your reference number are provided in the online application form.

The application fee is subject to a consumer price index adjustment on 1 July each year.
 

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 Online services for agents.

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: 1 April 2022