How to manage and store client’s documents efficiently and completely

Table of contents TOC (auto-generated)   Proper recordkeeping is vital for maintaining the integrity of your practice. It evidences your actions and advice and helps clarify disputes regarding tax… 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

Enhanced TPB Register protecting tax practitioners and consumers

Our public  Register has been enhanced to better support consumers and registered tax practitioners. The Register provides important information about tax practitioners and the publication of… read more

Court orders stop Hacker from providing tax services

On Friday 1 March, before Justice Rangiah of the Federal Court of Australia, Mr Kent Scott Hacker of Stafford, Brisbane, undertook to not provide tax services illegally in response to an application… read more

Recognition of prior learning for BAS agents

We may accept qualifications obtained through a process of recognition of prior learning (RPL). RPL is assessed by various registered training organisations or course providers. It… read more

Registration options to provide tax (financial) advice services

Table of contents TOC (auto-generated)   The Tax Practitioners Board (TPB) no longer regulates tax (financial) advisers from 1 January 2022. The provision of tax (financial) advice services will,… read more

TPB(I) 12/2012 Insolvency practitioners: Do you need to register as a tax or BAS agent?

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 this TPB(I) seeks to provide… read more

Welfare, health and education combine to assist tax practitioners

A discussion with his headmaster as a 17-year-old led to a career in finance spanning 57 years for tax practitioner Bill Hackett. Now having turned 74, Bill is hanging up his ledger for the final… read more

Overview

The Board Conduct Committee (BCC) of the Tax Practitioners Board (TPB) reviews matters presented to it for alleged failure to comply with the  Tax Agent Services Act 2009  (TASA), including the Code… read more

Extending support to clients impacted by high-risk tax practitioners

At the Tax Practitioners Board (TPB), we’re continuously looking at ways to enhance our support to consumers impacted by the services of high-risk tax practitioners and unregistered preparers. By… read more

FAQs – single disciplinary body for financial advisers

Under the Financial Sector Reform (Hayne Royal Commission Response—Better Advice) Act 2021 (Better Advice Act), from 1 January 2022, tax (financial) advisers are no longer regulated by the Tax… read more

Debunking myths about breach reporting

Breach reporting obligations commenced on 1 July 2024. This requires a registered tax practitioner to report to us if they or another registered tax practitioner has breached the Code of Professional… read more

Six tax practitioners suspended by TPB for failing to lodge annual declarations

Six tax practitioners have been suspended by the Tax Practitioners Board (TPB) for failing to lodge their annual declarations on time. In the first compliance action of its kind by the TPB, the six… read more

TPB welcomes reform announcement

The Tax Practitioners Board (TPB) welcomes the announcement today by the Minister for Housing and Assistant Treasurer, The Hon Michael Sukkar MP, which recognises the essential service of the TPB to… read more

Don’t get fooled by a counterfeit tax agent

The Tax Practitioners Board (TPB) is warning the public to be extra cautious this tax time and to be on the lookout for fake tax agents, also called unregistered preparers, trying to lure taxpayers… read more

COVID-19 stimulus package — Information for clients

Table of contents TOC (auto-generated)   This information is also available as a PDF factsheet, download  COVID-19 stimulus package - Information for clients  (PDF, 628KB) As a taxpayer seeking… 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

TPB Consultative Forum report - 2 December 2021

Table of contents TOC (auto-generated)   Thank you for joining Ian Klug (TPB Chair), Michael O’Neill (TPB CEO/Secretary), Janette Luu (TPB acting Assistant Secretary) and Nadja Harris (TPB acting… read more

TPB(I) 31/2016 Payroll service providers

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

Effect of undischarged bankruptcy on registration

There are certain  events  that can affect your continued registration as a tax agent or BAS agent. One of these events is becoming an undischarged bankrupt. You… read more