TPB(I) 15/2012 Code of Professional Conduct - Holding money or other property on trust

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

TPB(PG) 01/2010 Course in basic accountancy principles that is approved by the Board

Table of contents TOC (auto-generated)   This document is a Tax Practitioners Board (TPB) proposed guideline (TPB(PG)) that the TPB intends to issue as a guideline (TPB(G)) under paragraph 60-15(d)… read more

Qualifications and experience for BAS agents

To become a registered BAS agent, individual applicants must: satisfy certain qualification and experience requirements, which are set out in the Tax Agent Services Regulations 2022 (TASR), and… read more

Apply to register

Who needs to register?   Tax agents BAS agents If you provide tax agent services for a fee or other reward, you must be registered with the Tax Practitioners Board (TPB) unless an  exemption  applies… read more

Complying with the Code Determination

From 1 July 2025 all tax practitioners must comply with the new Code of Professional Conduct obligations introduced under the Determination. We’ll share practical guidance and examples to ensure you… 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… read more

FAQs - tax practitioners providing services in relation to State or Territory tax laws

The regulatory role of the Tax Practitioners Board (TPB) in respect of registered tax practitioners is in relation to taxation laws administered by the Commissioner of Taxation or the TPB under… read more

Cost of living and mental health: How to support clients under pressure

About the webinar In this presentation Beyond Blue will share insights about the mental health impacts of the current economic challenges. Practical advice will also be provided for how you… read more

Overview

Table of contents TOC (auto-generated)   The Tax Practitioners Board (TPB) is a national body responsible for the registration and regulation of tax agents and BAS agents (collectively referred to as… read more

Tax Practitioner Governance and Standards Forum and Consultative Forum - 1 May 2024

Table of contents TOC (auto-generated)   Thank you for joining Peter de Cure (TPB Chair) and Matthew Addison (Tax Practitioner Governance and Standards Forum Co-Chair), at the combined Tax… read more

Obligation to keep proper client records

Under section 30 of the  Tax Agent Services (Code of Professional Conduct) Determination 2024  (Code Determination), you must keep records that correctly record the tax agent or BAS services you have… read more

Breach reporting

Download Breach reporting factsheet Table of contents TOC (auto-generated)   Breach reporting requirements have been strengthened to support the majority of tax practitioners in their voluntarily… read more

Unregistered preparers strategy

Table of contents TOC (auto-generated)   The Tax Practitioners Board’s (TPB) compliance strategy protects consumers of tax practitioner services and provides strong support for responsible tax… 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

Code Determination webinar series – help shape our guidance products on ‘False or misleading statements’

This webinar is based on the draft guidance and our final position can be found in our Information Sheets .   The Code of Professional Conduct has recently been… read more

Code Determination webinar series – help shape our guidance products on ‘Competency’ and ‘Quality management systems’

This webinar is based on the draft guidance and our final position can be found in our Information Sheets .   The Code of Professional Conduct has recently been… read more

TPB(PG) 07/2022 Course in commercial law that is approved by the Board for tax agents with a tax (financial) advice services condition

Table of contents TOC (auto-generated)   This document is a Tax Practitioners Board (TPB) proposed guideline (TPB(PG)) that the TPB intends to issue as a TPB guideline (TPB(G)) under paragraph 60-15(… read more

Code Determination webinar series – help shape our guidance products on ‘Upholding and promoting ethical standards’ and ‘Conflicts of interest and confidentiality with government’

This webinar is based on the draft guidance and our final position can be found in our Information Sheets .   The Code of Professional Conduct has recently been… read more

Code Determination webinar series – help shape our guidance products on ‘Keeping clients informed’ and ‘Keeping proper client records’

This webinar is based on the draft guidance and our final position can be found in our Information Sheets .   The Code of Professional Conduct has recently been… read more