Draft guidance for new Code items issued - seeking feedback

On 27 November 2023, the government made changes to the Tax Agent Services Act 2009 (TASA) through Treasury Laws Amendment (2023 Measures No. 1) Act 2023 . Today, we are releasing the following draft… read more

Dishonest conduct and misappropriation of funds lead to tax agent ban

Following investigations into both an individual tax agent and their company of which they were sole director, the Board Conduct Committee (BCC) found the individual and company tax agents had… 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

Investigations into the conduct of tax agent and their company reveals multiple Code breaches

Following a referral from the Australian Taxation Office (ATO), we conducted an investigation into the conduct of a tax agent which revealed they had breached multiple requirements of the Code of… read more

$230,000 fine for brazen unregistered tax preparer

Perth-based Jessa Van Stroe (also known as Jessa Layola) has been ordered by the Federal Court of Australia to pay $230,000 in penalties for providing tax agent services for a fee while not… read more

Taxpayers face audits after incompetent services

An individual tax agent and the tax agent company in which they were the sole director of, was found to have breached multiple items of the Code of Professional Conduct (Code) leading to the… read more

Tax practitioners warned to ensure that they use appropriate client verification processes

The Tax Practitioners Board (TPB) is urging all tax practitioners to ensure that they take appropriate steps to validate a taxpayer’s identity, and do not risk compromising client data which may lead… read more

Warning consumers of tax services to stay protected this tax time

    Another online advertising campaign is underway this year leading up to the tax time to protect taxpayers and small businesses from unregistered tax preparers.… read more

Operation Protego – ethical questions for tax practitioners

This article provides an update on the Australian Taxation Office’s (ATO) work to address GST frauds, known as Operation Protego. We also provide guidance for tax practitioners in addressing these… read more

Corporate publications and reports

Annual report Our Annual report informs and notifies Parliament, tax practitioners, other stakeholders and the public about our operations and achievements in relation to the tax agent services… read more

Find a tax agent you can trust

As tax time approaches, the Tax Practitioners Board (TPB) is warning of the risks of placing your trust in someone who is not a registered tax agent. In the latest research conducted by the TPB,… read more

Death of tax practitioner

When a registered tax practitioner dies, their registration with us must be terminated. Following the death of a registered tax practitioner, it is important that the executor, next of kin or other… read more

TPB COVID-19 Consultative Forum report – 24 March 2020

Table of contents TOC (auto-generated)   Thank you for joining Ian Klug (Chair), Michael O’Neill (CEO / Secretary), Julie Berry (Board member) and fellow Tax Practitioners Board (TPB) colleagues at a… read more

Obstruction of tax laws and dishonest conduct

Following our investigation, the Board Conduct Committee (BCC) has terminated the registration of a tax agent and banned them from applying for registration for a period of 4 years. The BCC… read more

CPE activities

Any education activity relevant to the tax (including tax (financial) advice) and BAS agent services you provide that maintains, develops or promotes your skills, knowledge or attributes, is… read more

Stopping financial abuse in the tax and regulatory system

The Tax Practitioners Board (TPB), the Tax Ombudsman, the UNSW Tax Clinic and tax practitioners are working together to address the financial abuse of vulnerable Australians.   The Tax Ombudsman’s… read more

TPB bans agent for making false Cash Flow Boost claim

The Tax Practitioners Board (TPB) has terminated the company registration of Sydney based agent TLL Tax Pty Ltd (TLL) for misconduct and banned them for two years. … read more

Former EY partner and tax agent banned for tax evasion

A former EY partner,  Mr Peter Mark White , from Sydney, has had their tax agent registration terminated for misconduct and has been banned for 5 years from seeking… read more