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Qualifications self-assessment tool

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Tax Agent regulation

Qualification and experience
  • Primary Qualification

    Degree or post-graduate award (from an Australian tertiary institution) or a degree or award that is Board approved (from an equivalent institution) in accounting. 

  • Relevant Experience

    Equivalent of one year full-time experience in past 5 years. See Relevant experience for tax agents 

  • Board Approved Courses

    Requirements 

    • Australian taxation law – two Board approved units, one of which can be at an introductory level  
    • Commercial law – three Board approved core units 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the Australian taxation law unit that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • ATL-Adv :  Australian taxation law - Advanced
  • ATL-Intro :  Australian taxation law - Introductory
  • CL-Core :  Commercial law - Core (x3)
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
  • Primary Qualification

    Degree or post-graduate award (from an Australian tertiary institution) or degree or award that is Board approved (from an equivalent institution) in a relevant discipline other than accounting 

  • Relevant Experience

    Equivalent of one year full-time experience in past 5 years. See Relevant experience for tax agents 

  • Professional Association Membership

    Equivalent of one year full-time experience in past 5 years. See Relevant experience for tax agents 

  • Board Approved Courses

    Requirements 

    Depending on the type of tax agent services you intend to provide, the following Board approved courses may be required: 

    • Basic accounting principles – one Board approved unit 
    • Australian taxation law – two Board approved units, one of which can be at an introductory level  
    • Commercial law – three Board approved core units 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the Australian taxation law unit that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • ATL-Adv :  Australian taxation law - Advanced
  • ATL-Intro :  Australian taxation law - Introductory
  • BAP :  Basic Accountancy principles
  • CL-Core :  Commercial law - Core (x3)
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
  • Primary Qualification

    Diploma or higher award in accounting (from a registered training organisation or equivalent institution)

  • Relevant Experience

    Equivalent of 2 years full-time experience in past 5 years. See Relevant experience for tax agents 

  • Board Approved Courses

    Requirements 

    • Australian taxation law – two Board approved units, one of which can be at an introductory level  
    • Commercial law – three Board approved core units 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the Australian taxation law unit that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • ATL-Adv :  Australian taxation law - Advanced
  • ATL-Intro :  Australian taxation law - Introductory
  • CL-Core :  Commercial law - Core (x3)
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
  • Primary Qualification

    Academic qualifications to be an Australian legal practitioner 

  • Relevant Experience

    Equivalent of one year full-time experience in past 5 years. See Relevant experience for tax agents. 

  • Board Approved Courses

    Requirements 

    • Basic accounting principles – one Board approved unit 
    • Australian taxation law – two Board approved units, one of which can be at an introductory level  
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the Australian taxation law unit that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • ATL-Adv :  Australian taxation law - Advanced
  • ATL-Intro :  Australian taxation law - Introductory
  • BAP :  Basic Accountancy principles
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
  • Primary Qualification

    Not required 

  • Relevant Experience

    Equivalent of 8 years full-time experience in past 10 years. See Relevant experience for tax agents 

  • Board Approved Courses

    Requirements 

    • Basic accounting principles – one Board approved unit 
    • Australian taxation law – two Board approved units, one of which can be at an introductory level  
    • Commercial law – three Board approved core units 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the Australian taxation law unit that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • ATL-Adv :  Australian taxation law - Advanced
  • ATL-Intro :  Australian taxation law - Introductory
  • BAP :  Basic Accountancy principles
  • CL-Core :  Commercial law - Core (x3)
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
No courses needed

BAS Agent regulation

Qualification and experience
  • Primary Qualification

    At least Certificate IV Financial Services in bookkeeping or accounting 

  • Relevant Experience

    1,400 hours in past 4 years – see Relevant experience for BAS agents 

  • Board Approved Courses

    Requirements 

    • Basic GST/BAS taxation principles (or GST/BAS course) 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the GST/BAS course that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • BAS :  BAS/GST
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖
Qualification and experience
  • Primary Qualification

    At least Certificate IV Financial Services in bookkeeping or accounting 

  • Relevant Experience

    1,000 hours in past 4 years – see Relevant experience for BAS agents 

  • Professional Association Membership

    Must be a voting member of a recognised BAS or tax agent association  

  • Board Approved Courses

    Requirements 

    • Basic GST/BAS taxation principles (or GST/BAS course) 
    • Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code) – one Board approved unit. This unit may be covered in the GST/BAS  course that you completed.  

    Courses must cover different subjects. If you have several courses covering similar topics, their content must not significantly overlap, otherwise they may not meet the requirement.

Courses you need

You must complete the required courses for this regulation option. Completed courses will have a green tick, and those with requirements partially met will show an exclamation mark. Any courses without a tick or exclamation mark will need to be completed.

  • BAS :  BAS/GST
  • TASA :  TASA
Courses you have completed
None
Provider Name Code Category  
Add units

Please begin by selecting your provider in the dropdown list.

Note: If the course is more than 10-years-old, you may need to provide additional information.
Course with date requirements will have a calendar icon next to them.

Provider
🏤
Unit
📖

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