Multiple Code breaches lead to termination

We received a complaint from a former client of a tax agent claiming the tax agent had carried out fraudulent activity by: making changes to their 2017 income tax returns (ITRs) without authority… read more

Termination of tax agent company and sole director’s registration

A tax agent company and individual (sole director) had their registration terminated after it was found they had a tax and superannuation debt of over $1.4 million. The investigation identified that… read more

Professional indemnity insurance coverage essential to retain registration

The Board Conduct Committee (BCC) recently terminated the registration of a tax agent who failed to maintain professional indemnity (PI) insurance that meets our requirements. The Tax Practitioners… read more

Surrender a registration

Notify the death of a tax practitioner

Update legal or practice name

Notify a change in circumstances

Request to vary a condition on registration

Dishonest tax agents banned to ensure superannuation integrity

Joint media release between the Australian Taxation Office and the Tax Practitioners Board Following an Australian Taxation Office (ATO) referral the Tax Practitioners Board (TPB) has recently… read more

Notify change to practice structure

Relevant tax (financial) advice experience for tax agents

Table of contents TOC (auto-generated)   You must have enough relevant tax (financial) advice experience to register or renew your registration as an individual tax agent to provide only tax (… read more

Qualifications and experience to provide tax (financial) advice services

  From 1 January 2022, to provide tax (financial) advice services for a fee or other reward, you must be either: a qualified tax relevant provider (QTRP) (that is, a relevant provider with the… read more

TPB Tax time

TAKE THE GUESS WORK OUT OF TAX TIME THIS YEAR If you use someone to prepare or lodge your tax returns, notices or statements, or to provide you with tax advice this tax time, make sure they are… read more

Apply to register to provide tax (financial) advice services

General enquiry

Board approved courses requirements to provide tax (financial) advice services

Table of contents TOC (auto-generated)   To become a registered tax agent providing tax (financial) advice services only, an individual may be required to have successfully completed a: Board… read more

Applying for compensation

You can apply for compensation if: our actions give rise to a legal liability (for example, negligence) you have financial losses caused by our defective administration. Any individual, company or… read more