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Download Breach reporting factsheet Table of contents TOC (auto-generated) As a registered tax practitioner, you must comply with your breach reporting requirements under the Tax Agent Services Act… read more
Additional breach reporting obligations for tax practitioners under the Tax Agent Services Act 2009 Purpose of guidance The purpose of this document is to provide a summary of the additional breach… read more
The time taken to process a new application or a renewal can vary depending on the individual circumstances of each applicant. We are required by law to make a decision on a new registration… read more
If you have experienced a natural disaster which has affected your ability to meet your tax practitioner obligations, we will work with you to resolve any Tax Practitioner Board (TPB) matters.… read more
Code obligations when you employ, use or have an arrangement with a disqualified entity
Table of contents TOC (auto-generated) Two new Code of Professional Conduct (Code) items commenced on 1 January 2024. Under Code item 15 , you must not employ or use the services of an entity that… read more
Professional indemnity insurance
Tax agents BAS agents Professional indemnity (PI) insurance is a consumer protection mechanism to compensate your clients in the event they suffer loss due to an act, error or omission as a result of… read more
Relevant experience under franchise arrangements
To become a registered tax practitioner, individual applicants must meet certain relevant experienc e requirements. This guidance is for individuals who are considering gaining relevant experience… read more
You or your company or partnership must be registered with us to provide tax agent services for a fee or other reward. If your application for registration is approved, your company or partnership… read more
Guide to our information products
We have a range of information products, including products that are, or will become available to tax practitioners and the wider community. These products set out the views of the Tax… read more
We’re making it easier and safer for you to maintain your registration and meet your obligations. One of these improvements is the introduction of Digital ID. What is Digital ID? Digital ID, such as… read more
TPB shuts down Coolah tax agent after large-scale misappropriation of client funds
The Tax Practitioners Board (TPB) has terminated the registrations of Coolah Tax & Accounting Pty Ltd and its director, Denis Yeo and imposed a 3-year ban on Mr Yeo reapplying for TPB… read more
Corporate publications and reports
Annual report Our Annual report informs and notifies Parliament, tax practitioners, other stakeholders and the public about our operations and achievements in relation to the tax agent services… read more
FAQs – Proof of identity for client verification
Table of contents TOC (auto-generated) TPB Questions POI requirements When do the proof-of-identity (POI) requirements start? The POI requirements are already in force. Tax practitioners should… read more
A Australian financial services licensee An Australian financial services licensee is defined in Chapter 7 of the Corporations Act 2001 as a person who holds a licence under section 913B that… read more
Privacy – it's everyone's business
Table of contents TOC (auto-generated) Join us as we provide guidance on the steps tax practitioners need to take to protect personal information you hold. You’ll also find out what steps you… read more
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
Code obligations when undertaking activities for or in dealings with government
Download Managing conflicts of interest when undertaking activities for government factsheet Table of contents TOC (auto-generated) Sections 20 and 25 of the Tax Agent Services (Code of… read more
Code obligations when making or preparing statements
Download False or misleading statements factsheet Table of contents TOC (auto-generated) Under section 15 of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (Code… read more
TPB(I) 43/2024 Breach reporting under the Tax Agent Services Act 2009
Table of contents TOC (auto-generated) Disclaimer This is a Tax Practitioners Board (TPB) Information sheet (TPB(I)). It provides information regarding the TPB’s position on the application of the… read more
TPB(I) 45/2024 False or misleading statements
Table of contents TOC (auto-generated) Disclaimer This is a Tax Practitioners Board (TPB) Information sheet (TPB(I)). This document is intended as information only. It provides information… read more