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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
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
TPB(I) 39/2023 What is a tax agent service?
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… read more
Tax Agent Services law changes overview
There are significant changes to the Tax Agent Services Act 2009 (TASA), with many applying from 1 July 2024. These changes were introduced by the government to implement recommendations arising from… read more
Breach reporting Breach reporting requirements commenced on 1 July 2024. Find answers to some common questions about the breach reporting requirements. Read FAQs Code Determination There are 8… read more
Breach reporting - myth busting
Unsure about the new breach reporting obligations? We’re debunking the myths. Join this webinar to hear the facts and gain a better understanding. We’ll highlight your reporting requirements, share… read more
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
The Annual Report 2023–24 covers our achievements and performance against our strategic objectives for the year. Download the full report (PDF, 3.3 MB) Year in review I am delighted to share the 2023… read more