How to check a registered tax agent and make sure your accountant is one.
When you lodge your tax return or run a business, it’s crucial to check your accountants tax agent status before trusting someone with your financial information. Not all accountants are qualified to give tax advice, and using an unregistered provider puts you at risk of penalties and errors. In this quick guide and video walkthrough with our Founder and Director, Linda, you’ll learn what a registered tax agent is, how they’re regulated by the Tax Practitioners Board, and how to check registered tax agent credentials in a few simple steps.
Website’s highlighted in the video
Company Registration – ASIC
Company Trading Names – ABN Lookup
Public Registrar on the Tax Practitioners Board
Institute of Public Accountants
To meet our entire team of accountants and bookkeepers, head to our About Us page.
A few quick checks can give you real confidence that you are working with a properly qualified professional who understands the regulations and is accountable for the advice they give. Verifying tax agent registration is not about being suspicious, it is about protecting yourself from avoidable risk and making sure your finances are handled by someone who is genuinely authorised to support you. Taking that extra minute upfront saves stress later and helps you build a safer, more reliable relationship with your accountant.
