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Tax and BAS agents

Managing your practice, including administrative information and our approach when contacting your clients.

Last updated 24 March 2021

Gives additional context on how agents may perform client verification when engaging with our systems.

If you are a newly registered tax agent, this is key information you need to be aware of.

Information for newly registered BAS agents on working with us online, the lodgment program and keeping up to date.

Information about the basics of running your practice, dealing with us and what records you need to keep.

It is important for you to keep your personal tax obligations up to date to avoid compliance action.

How to recognise tax avoidance schemes and the red flags associated with them.

Work out roles and responsibilities of primary and authorised contacts and who is authorised to appoint them.

Situations where we may contact your clients directly and how we will inform you.

How to update your client's details online using the practitioner lodgment service (PLS) or Online services for agents.

Our approach to assessing and understanding risk and our information exchange with the Tax Practitioners Board.

If you or your clients are affected by a recent disaster event, we have a range of options to help you.

We provide support and education to reduce the number of agents who are at risk of becoming a concern in the future.