Tax and BAS agents
Managing your practice, including administrative information and our approach when contacting your clients.
Gives additional context on how agents may perform client verification when engaging with our systems.
If you are a newly registered tax agent, see key information to be aware of.
If you are a newly registered BAS agent, see key information to be aware of.
Learn about the basics of running your practice, dealing with the ATO 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 unlawful tax and super 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.
What you can do if you have clients who have been the victims of tax fraud.
Information for tax professionals with self-managed super fund (SMSF) clients on changes to the independence standards.
Tips to keep business and client data safe from cyber criminals.
Resources to help tax professionals interact with us, keep up to date and find the information and resources they need.
How to complain or give compliments and feedback, including help on common issues which may help avoid a complaint.
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