Other guidance

Seeking mental health support

Issued: 1 February 2024 Last modified: 28 August 2024

Exposure drafts

TPB(I) D52/2023 Code of Professional Conduct - Prohibition on providing tax agent services in connection with an arrangement with a disqualified entity

Issued: 18 December 2023 Last modified: 18 December 2023

Exposure drafts

TPB(I) D51/2023 Code of Professional Conduct - Employing or using a disqualified entity in the provision of tax agent services without approval

Issued: 18 December 2023 Last modified: 18 December 2023

Information sheets

TPB(I) 27/2016 Acting lawfully in the best interests of clients for tax agents with a tax (financial) advice services condition

Issued: 7 December 2023 Last modified: 7 December 2023

Information sheets

TPB(I) 40/2023 What is a fee or other reward?

Issued: 31 January 2023 Last modified: 8 January 2025

Information sheets

TPB(I) 39/2023 What is a tax agent service?

Issued: 31 January 2023 Last modified: 8 January 2025

Information sheets

TPB(I) 38/2023 What is a BAS service?

Issued: 31 January 2023 Last modified: 8 January 2025

Other guidance

Relevant experience under franchise arrangements

Issued: 8 December 2022 Last modified: 8 December 2022

Exposure drafts

TPB(I) D47/2022 What is a BAS service?

Issued: 1 August 2022 Last modified: 1 August 2022

Exposure drafts

TPB(I) D50/2022 Code of Professional Conduct – Confidentiality of client information

Issued: 1 August 2022 Last modified: 1 August 2022

Exposure drafts

TPB(I) D48/2022 What is a tax agent service?

Issued: 1 August 2022 Last modified: 1 August 2022

Exposure drafts

TPB(I) D49/2022 What is a fee or other reward?

Issued: 1 August 2022 Last modified: 1 August 2022

Other guidance

Notifiable Data Breaches scheme

Issued: 24 May 2022 Last modified: 24 May 2022

Other guidance

Proof of identity checks for tax practitioners

Issued: 6 May 2022 Last modified: 16 September 2024

Practice notes

TPB(PN) 5/2022 Proof of identity requirements for client verification

Issued: 31 January 2022 Last modified: 14 October 2024

Other guidance

Registration options to provide tax (financial) advice services

Issued: 1 January 2022 Last modified: 22 February 2024

Proposed guidelines

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

Issued: 1 January 2022 Last modified: 9 January 2024

Proposed guidelines

TPB(PG) 06/2022 Course in Australian taxation law that is approved by the Board for tax agents with a tax (financial) advice services condition

Issued: 1 January 2022 Last modified: 9 January 2024

Information sheets

TPB(I) 37/2022 Relevant tax (financial) advice experience for tax agents with a tax (financial) advice services condition

Issued: 1 January 2022 Last modified: 1 April 2022

Explanatory papers

TPB(EP) 08/2022 Continuing professional education policy requirements for tax agents with a tax (financial) advice services condition

Issued: 1 January 2022 Last modified: 1 July 2024