Other guidance

Natural disasters

Issued: 22 March 2021 Last modified: 2 March 2023

Practice notes

TPB(PN) 4/2021 Use and disclosure of a client’s TFN and TFN information in email communications

Issued: 14 April 2021 Last modified: 1 April 2022

Exposure drafts

TPB(PN) D45/2021 Proof of identity requirements for client verification

Issued: 29 April 2021 Last modified: 29 April 2021

Exposure drafts

TPB(I) D46/2021 Supervisory arrangements under the Tax Agent Services Act 2009

Issued: 31 May 2021 Last modified: 31 May 2021

Information sheets

TPB(I) 36/2021 Supervisory arrangements under the Tax Agent Services Act 2009

Issued: 11 October 2021 Last modified: 14 October 2024

Explanatory papers

TPB(EP) 07/2021 Continuing professional education requirements for tax and BAS agents from 1 July 2022

Issued: 30 November 2021 Last modified: 1 July 2024

Other guidance

Effect of undischarged bankruptcy on registration

Issued: 2 December 2021 Last modified: 2 December 2021

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

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

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

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

Other guidance

Registration options to provide tax (financial) advice services

Issued: 1 January 2022 Last modified: 22 February 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

Proof of identity checks for tax practitioners

Issued: 6 May 2022 Last modified: 16 September 2024

Other guidance

Notifiable Data Breaches scheme

Issued: 24 May 2022 Last modified: 24 May 2022

Exposure drafts

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

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

Issued: 1 August 2022 Last modified: 1 August 2022

Exposure drafts

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

Issued: 1 August 2022 Last modified: 1 August 2022

Other guidance

Relevant experience under franchise arrangements

Issued: 8 December 2022 Last modified: 8 December 2022