FAQs - Breach reporting

Table of contents TOC (auto-generated) Background What is breach reporting? You are required to report significant breaches of the Code of Professional Conduct (Code) that occurred on or after 1 July… read more

Misappropriation of client refunds leads to termination

Following investigations into a tax agent company and its director, the Board Conduct Committee (BCC) found that the company and its director had breached Code items 1, 2, 3, 7, 13 and 14 by: making… read more

Code Determination guidance - false or misleading statements

Find out more about the final guidance on new Code Determination obligations. In this webinar we cover false or misleading statements (section 15) and help you understand the new obligations.… read more

Code Determination guidance - upholding and promoting ethical standards and keeping clients informed

Find out more about the final guidance on new Code Determination obligations from this webinar as we cover upholding and promoting ethical standards (section 10) and keeping clients informed (section… read more

Code Determination guidance – conflicts of interest and confidentiality with government, keeping proper client records, competency, and quality management systems

Find out more about the final guidance on new Code Determination obligations. In this webinar we cover conflicts of interest (section 20) and confidentiality (section 25) with government ,  keeping… read more

Questions at the coalface

Table of contents TOC (auto-generated)   Join our executive team for an open session where you ask us the questions in relation to your obligations as a registered tax practitioner. We’ll answer… read more

Information for consumers in other languages

If you use a tax or BAS agent (tax practitioner) to manage your tax affairs, there are important matters you should be aware of. The following information will assist you in understanding your… read more

Information for consumers in Arabic

Download PDF factsheet in Arabic language Visit the Australian Taxation Office Publication Ordering Service to download or have this factsheet emailed to you - Information for client - Arabic (TPB) [… read more

Information for consumers in Korean

Download PDF factsheet in Korean language Visit the Australian Taxation Office Publication Ordering Service to download or have this factsheet emailed to you - Information for client - Korean (TPB) [… read more

Information for consumers in Simplified Chinese

Download PDF factsheet in Simplified Chinese Visit the Australian Taxation Office Publication Ordering Service to download or have this factsheet emailed to you - Information for client - Simplified… read more

Information for consumers in Traditional Chinese

Download PDF factsheet in Traditional Chinese Visit the Australian Taxation Office Publication Ordering Service to download or have this factsheet emailed to you - Information for client -… read more

Information for consumers in Vietnamese

Download PDF factsheet in Vietnamese language Visit the Australian Taxation Office Publication Ordering Service to download or have this factsheet emailed to you - Information for client - Vietnamese… read more

Protecting your practice with POI

Table of contents TOC (auto-generated)   Join us and the Australian Taxation Office (ATO) as we walk through our proof of identity (POI) requirements. We’ll discuss the increasing importance of being… read more

Unregistered tax preparer receives 12 months jail sentence

The Tax Practitioners Board (TPB) welcomed the recent judgment of the Federal Court addressing misconduct by Perth based Ms Jessa Dabalos (also known as Jessa Van Stroe and Jessa Layola). Ms Dabalos… read more

Breach reporting - myth busting

Unsure about the new breach reporting obligations? We’re debunking the myths. Join this webinar to hear the facts and gain a better understanding. We’ll highlight your reporting requirements, share… read more

Disqualified entities

The disqualified entity obligations are now in effect. This means you can’t employ or use the services of disqualified entities without our approval or have certain arrangements in place with them.… read more

Reporting a system security vulnerability

About our policy The online security of our systems, including our portal is our highest priority, and we strive to ensure our systems are secure. However, despite our best efforts, they may still… read more

Factsheets

We have created helpful factsheets on a range of topics to assist you and your clients. Download these factsheets from the links below. Breach reporting Code of Professional Conduct obligations False… read more

Significant breach reporting

As at 28 February 2025, the Tax Practitioners Board (TPB) has received 53 reports from registered tax practitioners indicating they were reporting a significant breach of the Code of Professional… read more

Protecting your clients’ TFNs

Table of contents TOC (auto-generated)   Keep your client information secure by learning more about the appropriate use and disclosure of client TFNs and TFN information in email communications. We… read more