Document text
Request for Your Tax Practitioners Board Registration Details
From: [YOUR NAME], [BUSINESS NAME]
ABN: [YOUR ABN]
Address: [BUSINESS ADDRESS]
Email: [EMAIL]
Phone: [PHONE]
To: [PREPARER'S NAME]
[PREPARER'S BUSINESS NAME, IF ANY]
[PREPARER'S ADDRESS OR EMAIL]
[DATE]
Subject: Your registration as a BAS agent or tax agent — services for [BUSINESS NAME]
Dear [PREPARER'S NAME],
Thank you for preparing [OUR / MY] business activity statements since [START DATE]. You charge [AMOUNT OR RATE, E.G. $AMOUNT PER QUARTER] for this work.
The Tax Agent Services Act 2009 allows only registered tax agents or BAS agents to provide BAS services for a fee (section 50-5(2)). The Tax Practitioners Board keeps a public register of registered agents that can be checked online (section 60-135). Our protection from certain ATO penalties also depends on using a registered agent (Taxation Administration Act 1953, Schedule 1, sections 284-75(6) and 286-75(1A)).
Before we continue, please send me in writing by [REPLY DATE]:
Your full name or business name exactly as it appears on the Tax Practitioners Board register.
Your registration number and whether you are registered as a [BAS AGENT / TAX AGENT].
The date your current registration ends, and any conditions on it.
If someone else in your business is the registered agent, their name and registration number, and how they supervise the work on our account.
Which statements you have lodged for us so far, and through which channel: [LIST OF PERIODS, E.G. JULY–SEPTEMBER 2026 BAS].
I will check these details on the public register myself.
Until I have your reply, please [DO NOT LODGE ANYTHING FURTHER FOR US / SEND ME THE DRAFT OF THE NEXT BAS FOR REVIEW BEFORE LODGMENT]. Please also return or send copies of our records: [LIST, E.G. WORKING PAPERS, RECONCILIATIONS, LOGIN DETAILS YOU SET UP FOR US].
Kind regards,
____________________
[YOUR NAME]
[POSITION], [BUSINESS NAME]
For me
[ ] Letter sent on [DATE]; reply asked by [DATE]
[ ] Name and number checked on the Tax Practitioners Board register on [DATE]: [FOUND / NOT FOUND]
[ ] Next BAS due: [DATE]; who will lodge it: [NAME]
[ ] If not registered: records collected, new registered agent engaged, report to the Board considered