Other guidance

Registration options to provide tax (financial) advice services

Issued: 1 January 2022 Last modified: 22 February 2024

Information sheets

TPB(I) 35/2020 Recognised professional associations – Exercise of the TPB’s discretion regarding specific requirements for recognition under the Tax Agent Services Regulations 2022

Issued: 30 October 2020 Last modified: 10 January 2024

Information sheets

TPB(I) 33/2018 Recognised professional associations – Corporate governance related requirements for recognition under the Tax Agent Services Regulations 2022

Issued: 27 February 2018 Last modified: 10 January 2024

Information sheets

TPB(I) 10/2011 Required knowledge of the Tax Agent Services Act 2009 including the Code of Professional Conduct

Issued: 15 December 2011 Last modified: 10 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

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) 02/2010 Course in commercial law that is approved by the Board

Issued: 1 April 2010 Last modified: 9 January 2024

Proposed guidelines

TPB(PG) 01/2010 Course in basic accountancy principles that is approved by the Board

Issued: 16 December 2010 Last modified: 9 January 2024

Explanatory papers

TPB(EP) 03/2010 Professional indemnity insurance requirements for registered tax and BAS agents

Issued: 20 December 2010 Last modified: 8 January 2024

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

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

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

Other guidance

Relevant experience under franchise arrangements

Issued: 8 December 2022 Last modified: 8 December 2022

Other guidance

Protect your practice from cyber-attacks

Issued: 13 August 2019 Last modified: 20 October 2022

Information sheets

TPB(I) 06/2011 Educational qualification requirements for tax practitioners - the mix and match approach to Board approved courses

Issued: 11 May 2011 Last modified: 23 September 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) 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) D47/2022 What is a BAS service?

Issued: 1 August 2022 Last modified: 1 August 2022

Other guidance

Notifiable Data Breaches scheme

Issued: 24 May 2022 Last modified: 24 May 2022