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  • Tax practitioner assistance

    How to use Tax practitioner assistance when you have been unable to resolve matters through other channels.

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    About Tax practitioner assistance

    Use Tax practitioner assistance to resolve matters you have been unable to resolve through other channels. It is not designed to be the first contact you make with us on the matter.

    All steps and criteria in the request must be completed to ensure it is accepted.

    Eligibility

    Tax practitioner assistance (TPA) is available to all registered tax professionals who both:

    • represent clients in a tax professional capacity
    • have the authority to act as the client’s authorised representative.

    You should seek to resolve the relevant matter through one or more of these support channels before using this service:

    What you can use TPA for

    You can use this service for help with:

    • tax and superannuation law-related matters that relate specifically to your client (excludes law interpretation, advice and guidance and Rulings)
    • administrative matters relating to your client or to a practice management matter.

    What you cannot use TPA for

    This service is not for tax professionals experiencing difficulties meeting lodgment obligations. We have dedicated programs available for help with lodgment.

    If you need help with a client's debts or payment plans you can manage these through Online services for agents.

    TPA should not be used to lodge complaints. If you wish to lodge a complaint, refer to Complaints.

    How to request assistance

    All 'How to request assistance' steps and all other criteria within the TPA request must be completed to ensure your request is accepted.

    You can apply for tax practitioner assistance by submitting your request through Practice mail in Online services for agents:

    Step 1: Complete all mandatory fields and save the Tax practitioner assistance form (PDF, 217KB)This link will download a file

    • We will reject your request if you have not included all required information.
    • To download this form to your computer, right click and select Save target as or Save link as.
    • Always use the Save form button in the form to save the request.

    Step 2: Select the Practice mail topic: General questions, problems, and help

    Step 3: Select the subject Submit Tax Practitioner Assistance Request Form

    Step 4: Attach your request form to the Practice mail message

    What happens next

    • You will receive a receipt ID as acknowledgement of your request.
    • We may need to contact you if we need further information.

    We aim to resolve your request as soon as possible. However, some requests may take up to 28 calendar days or longer once all necessary information has been received.

    Last modified: 19 Sep 2022QC 43922