POLICY AND GUIDANCE
Other guidance
Relevant experience under franchise arrangements
Issued: Last modified: 8 December 2022
Exposure drafts
TPB(I) D50/2022 Code of Professional Conduct – Confidentiality of client information
Issued: Last modified: 1 August 2022
Other guidance
Proof of identity checks for tax practitioners
Issued: Last modified: 16 September 2024
Practice notes
TPB(PN) 5/2022 Proof of identity requirements for client verification
Issued: Last modified: 14 October 2024
Other guidance
Registration options to provide tax (financial) advice services
Issued: Last modified: 22 February 2024
Proposed guidelines
Issued: Last modified: 9 January 2024
Proposed guidelines
Issued: Last modified: 9 January 2024
Information sheets
Issued: Last modified: 1 April 2022
Explanatory papers
Issued: Last modified: 1 July 2024
Other guidance
Effect of undischarged bankruptcy on registration
Issued: Last modified: 2 December 2021
Explanatory papers
Issued: Last modified: 1 July 2024
Information sheets
TPB(I) 36/2021 Supervisory arrangements under the Tax Agent Services Act 2009
Issued: Last modified: 14 October 2024
Exposure drafts
TPB(I) D46/2021 Supervisory arrangements under the Tax Agent Services Act 2009
Issued: Last modified: 31 May 2021
Exposure drafts
TPB(PN) D45/2021 Proof of identity requirements for client verification
Issued: Last modified: 29 April 2021
Practice notes
TPB(PN) 4/2021 Use and disclosure of a client’s TFN and TFN information in email communications
Issued: Last modified: 1 April 2022