business.gov.au

Registration as a Tax Agent - Australian Government

Description

You will require this registration if you intend to provide tax agent services for a fee or reward. 

Tax agent services include:

  • working out or advising about liabilities, obligations or entitlements of entities under a taxation law
  • representing entities in their dealings with the Commissioner of Taxation in relation to a taxation law
  • where it is reasonable to expect the entity will rely on the service to satisfy liabilities or obligations, or to claim entitlements under a taxation law.

Service type

Licence

A licence defines the need to obtain recognition / certification and registration to undertake a certain business activity.

Eligibility requirements

To be eligible for registration, you must:

  • be at least 18 years of age
  • be a fit and proper person
  • satisfy the qualification and experience requirements
  • hold appropriate professional indemnity insurance.

If you are registering as a company or partnership, each director or individual partner must meet the requirements as above.

Ongoing eligibility requirements

To maintain your registration, you must meet the required continuing professional education (CPE) requirements.

Duration

1 year

Fees

Fees Details for this service in table format.

Task Type Business Structure Amount Description
Apply Application All $273.00

Fees for 2024-25
Renew Renewal All $273.00

Fees for 2024-25

Forms

Act(s) name

Tax Agent Services Act 2009 Australian Government

Regulation(s) name

Tax Agent Services Regulations 2022 Australian Government

Application process

Apply

To apply for this registration, you must create a My Profile account via the TPB My Profile portal.

Lodgement process

Apply

You must provide the below supporting documentation when lodging an application for registration:

  • proof of identity
  • electronic copies of award certificates, academic transcripts and course outlines, as required, to show you have completed the required qualifications
  • statement of relevant experience from a supervising tax agent or employer to demonstrate you have the required amount of experience
  • details of voting membership for any recognised tax agent association, if applicable.

Approval time

The Agency generally aim to process all applications within 30 days of receiving a complete application, however it may take up to 60 days if they are receiving high volumes of applications.

Administering agency

Tax Practitioners Board

Contact details

Contact Email, Phone and Address Details for this service in simple two column table format, header then data.