TPB biannual research

Background In the past, we've used a variety of research techniques including, utilising consumer confidence survey results of the Australian Taxation Office (ATO) as well as commissioned research by… read more

Tax time tips session: client verification and engagement letters

Table of contents TOC (auto-generated)   During our recent tax time tips webinar , we received a variety of questions from our audience about client verification and engagement letters. Join us as we… read more

TPB(I) D46/2021 Supervisory arrangements under the Tax Agent Services Act 2009

Table of contents TOC (auto-generated)   The Tax Practitioners Board (TPB) has released this draft Information Sheet (TPB(I) D46/2021) as an exposure draft and invites comments and submissions in… read more

Combined Forum reports

Read the combined Consultative Forum (CF) and Tax Practitioner Governance and Standards Forum (TPGSF) reports from the links below: 2024 Combined CF and TPGSF report – 1 May 2024 Read… read more

TPB(PN) 4/2021 Use and disclosure of a client’s TFN and TFN information in email communications

Table of contents TOC (auto-generated)   Tax Practitioners Board practice note The Tax Practitioners Board (TPB) has released this practice note (PN) to provide practical guidance and assistance to… read more

TPB(I) 06/2011 Educational qualification requirements for tax practitioners - the mix and match approach to Board approved courses

Table of contents TOC (auto-generated) Disclaimer This is a Tax Practitioners Board (TPB) Information Sheet (TPB(I)). It is intended to be for information only. While it seeks to provide practical… read more

Conditions of registration

Tax agents BAS agents A condition on a registration limits the scope of tax agent services a tax practitioner can provide or limits their services to a particular… read more

TPB(EP) 08/2022 Continuing professional education policy requirements for tax agents with a tax (financial) advice services condition

Table of contents TOC (auto-generated)   This Tax Practitioners Board (TPB) explanatory paper (TPB(EP)) provides a detailed explanation of the TPB’s continuing professional education (CPE)… read more

TPB(I) D54/2024 False or misleading statements to the TPB or Commissioner

This exposure draft has been withdrawn due to amendments to the Code Determination registered on 8 October. We will be releasing a new exposure draft for public consultation soon on this obligation.… read more

Forms

Use the relevant form to: support an application for registration seek approval of your course as a Board approved course (for approved course providers)  obtain accreditation as a TPB recognised tax… read more

TPB(I) 09/2011 Digital service providers and 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 is intended to be for information only. While it seeks to provide practical… read more

TPB(EP) 07/2021 Continuing professional education requirements for tax and BAS agents from 1 July 2022

Table of contents TOC (auto-generated)   This Tax Practitioner Board (TPB) explanatory paper (TPB(EP)) provides a detailed explanation of the TPB’s continuing professional education (CPE)… read more

Don’t be complacent about your cyber security – watch out for cyber grinches!

With the holiday period just around the corner, we're reminding all tax and BAS agents to keep your offices and client information secure if you're closing for a holiday break. Cyber criminals are… 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

TPB(I) D49/2022 What is a fee or other reward?

Table of contents TOC (auto-generated)   Tax Practitioners Board exposure draft The Tax Practitioners Board (TPB) has released this draft Information Sheet (TPB(I) D49/2022) as an exposure draft and… read more

Tax Practitioners Board Annual Report 2017-18 released

The Tax Practitioners Board (TPB) 2017-18 annual report released today, revealed the registered tax practitioner population and public search for registered tax agents is on the rise. Chair of the… read more

TPB(I) 33/2018 Recognised professional associations – Corporate governance related requirements for recognition under the Tax Agent Services Regulations 2022

Table of contents TOC (auto-generated) Disclaimer  This is a Tax Practitioners Board (TPB) information sheet (TPB(I)). It is intended to be for information only. While it seeks to provide practical… read more

TPB(I) 20/2014 What is a tax (financial) advice service?

Table of contents TOC (auto-generated) Disclaimer This is a Tax Practitioners Board (TPB) Information sheet (TPB(I)). It is intended to be for information only. It provides information regarding the… read more