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Tax Genie guides including BAS Agent Services and What a Bookkeeper Can Do. Browse page 8 of 10 of the Tax Genie blog.
- BAS Agent Services and What a Bookkeeper Can Do
Only a registered BAS agent or tax agent may charge for BAS services. See where bookkeeping stops and what you must check before taking on a client’s BAS.
- TPB Code of Professional Conduct in Daily Practice
When a client asks what rules you work under, the answer is the Tax Agent Services Act 2009 Code of Professional Conduct. See each duty in practice.
- TPB AI Guidance: Client Data and Review
Are staff pasting client data into AI tools? See what the TPB AI guidance expects of you on confidentiality, reasonable care and supervision.
- Fair Work Information Statements to Give New Staff
Hiring for a client? Every new employee gets the Fair Work information statement, and casuals also get the casual employment information statement.
- Grant of Probate and Letters of Administration
Before you act for an estate, check the executor holds a grant of probate or letters of administration. See which court issues it and what to collect.
- How to Update ABN Details as a Client’s Tax Agent
Found a stale address or new officeholder at onboarding? Change the client’s ABN details as their agent and learn which changes the ABR won’t accept.
- How to Cancel a Client’s ABN as Their Tax Agent
Closing a client’s business? Lodge the ABN cancellation as their agent, then wind up GST, PAYG withholding and the business name in the right order.
- Tax Agent Fast Key Codes for the ATO Phone Line
Calling the ATO about a client? Use the right ATO tax agent fast key code to reach the team you need, and have these details ready before you dial.
- Certificate of Residency: Requesting One for a Client
Before a client claims tax treaty relief overseas, get their certificate of residency from the ATO. See what to collect, how to apply and common delays.
- ASIC Form 492: How to Correct a Lodged Document
Found an error in a document lodged with ASIC for a client? Use Form 492 to correct it. Here is when it applies and how to lodge the correction.
- APES 220 Taxation Services: Duties for Tax Agents
When you advise on tax or lodge for clients, APES 220 sets the duties you carry. See what it asks of your advice files, fees and client information.
- APES 325 Risk Management for Accounting Firms
Every firm must document how it manages risk under APES 325. See what the framework covers, who owns it and a template a small practice can keep current.
- DocuSign Pricing vs Annature and FuseSign in 2026
Comparing signing tools on price? Here is what DocuSign AU, Annature and FuseSign charge per user and per envelope, and what a practice pays in a year.
- How Long to Keep Tax Records: The Practice’s Duty
Before you clear a storeroom, work out how long to keep tax records in Australia under the tax law, the TPB Code and the AML/CTF rules.
- Letters of Administration: What the Tax Agent Does
When there is no will, everything waits on the court. Set out what your practice can lodge before and after applying for letters of administration.
- Business Name Register: Checking Who Holds a Name
Before you open a file for a new client, search the business name register to see whether the name exists, who holds it and which ABN sits behind it.
- Testamentary vs Family Trust: Which One You Have
Read the deed or the will first, because it settles the discretionary trust vs testamentary trust question and whether a family trust is what you hold.
- How to Cancel a Business Name Registration With ASIC
Shutting a client down? Work through how to cancel a business name with ASIC, and the order it sits in beside the ABN, GST and company steps.
- Xero Practice Manager (XPM): Setting Up a Client
New client signed? Set them up in Xero Practice Manager: the client and contact records, the group links, then the first job and workflow in XPM.
- myID App: Setting Up Your Practice and Your Staff
Set up the myID app for yourself and your staff in Australia, get the identity strength right, and know exactly what to undo when someone leaves.
- Company Limited by Guarantee: Setup and Reporting
Taking on a not-for-profit client? See how a company limited by guarantee differs from a company with shares, how it is registered and what it reports.
- ASIC Form 485: Lodging a Solvency Statement
When a company client’s annual review slips, ASIC wants a solvency statement. Here is what Form 485 says, who signs it and when a practice lodges it.
- SMSF Electronic Service Address: Get and Check It
Find out what an SMSF electronic service address is, where to get or find its alias, and what to check before contributions or a rollover.
- What is an AI Accountant? Uses and Limits
An AI accountant can assist with accounting tasks, but it does not take professional responsibility. See what the term means for your practice.