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

Upholding and promoting the ethical standards of the tax profession

Under section 10 of the  Tax Agent Services (Code of Professional Conduct) Determination 2024  (Code Determination), you must: uphold and promote the Code of Professional Conduct (Code) not engage in… read more

Supervision, competency and quality management

One of the registration requirements for a company or partnership entity to become a tax or BAS agent is to satisfy the ‘sufficient number’ requirement. This means your entity must have an adequate… 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

TPB guidance to support tax practitioners

Today the Tax Practitioners Board (TPB) issued a range of guidance products to support tax practitioners. This practical guidance addresses Government reforms to the tax and regulatory system which… read more

New Administrative Review Tribunal affirms TPB decision to protect public interest

The new Administrative Review Tribunal (ART) has rejected an application on appeal by former Gold Coast tax agent, Philippe Colin (also known as Phil Colin) to overturn the Tax Practitioners Board’s… read more

Tax practitioners sanctioned following misleading conduct

The Tax Practitioners Board (TPB) has welcomed 3 recent decisions of the Administrative Review Tribunal (ART) refusing to stay sanctions against disqualified tax agents.  In each of these 3 cases,… read more

Be scam aware – Stop. Check. Protect.

Scams are everywhere, targeting people from all walks of life, and in 2023 Australians reported a $2.74 billion loss to scams. This represents a significant loss for people and businesses across the… read more

New breach reporting requirements

Breach reporting requirements have been introduced to improve the provision of tax practitioner services, enhance consumer protection, and increase community confidence. In this webinar, you will… read more

TPB takes down tax agent for defrauding government systems

As part of its role in the Fraud Fusion Taskforce (FFT), the Tax Practitioners Board (TPB) is actively disrupting non-compliant tax practitioners. The TPB terminated the registration of tax agent, Mr… read more

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