Tax Agent Program
The qualifications to register as a tax agent
The Tax Agent Program allows you to register as a tax agent. Those new to the profession and wishing to practise in areas of accounting, tax and commercial law and financial management will gain an understanding of the concepts and practical applications of Australian tax law.
The Tax Agent Program is ideal if you are looking to meet the education requirements of the Tax Practitioners Board (TPB) to register as a tax agent. The program delivers real-world skills and knowledge, as well as an understanding of the concepts and practical applications of tax law in Australia. You’ll learn:
- How to explain the basic structure of tax and compliance obligations
- The ethics and professional responsibilities of a tax professional
- How to advise on the tax impacts of commercial & property transactions.
Approved by the Tax Practitioners Board (TPB)
Available as single subjects to fill specific knowledge gaps
Gain skills that are directly applicable to the workplace
Request an Information pack
“Completion of Graduate Diploma of Applied Tax Law has provided me with skills and up to date knowledge beneficial to my return to tax accounting.”
Margaret Hill, Tax Accountant, Collier Tax & Accounting
“The Tax Institute provides you with skills to succeed in the workforce.”
Angel Zhang, Graduate Tax Accountant, Grant Thornton
“The Tax Institute program is flexible and features industry-specific information relative to the needs of accountants and tax professionals.”
Natalie Moore, , WMS Chartered Accountants
"The CTA2 demonstrates a keen interest in tax and that’s what employers look for."
Tony Underhill, CTA, Principal - Tax, Grant Thornton Australia
“The issues which candidates are exposed to are delivered in a straightforward way and mirror real life issues which candidates will face on a day to day basis.”
Patrick Catena, FTI, Accountant, CTA2A lecturer
“[The Tax Institute] teaches not only theory, but also emphasises application, in contexts encountered by practitioners on a day-to-day basis.”
Nicholas Trotter, FTI, Consultant, Griffith Hack
“The weekly webinars and on line study format made it possible to combine the course work and full time work.”
Wendy Miller, FTI, Special Counsel, Damien Greer
"If you’re serious about tax, I’d strongly encourage you to do the CTA2."
Jay Smith, Consultant, Latitude Business Solutions
"I took a career break to care for my children. On return, the CTA2 equipped me to work at my previous level as a CA."
Caroline Mate, CTA, Client Manager, Manser Tierney & Johnston
"The CTA1 balances technical material and practical application, bridging academia with the practice of tax law."
Rachel Vijayaraj, ATI, Associate, Brown Wright Stein Lawyers
The Tax Agents Program provides the knowledge to deal with common compliance issues and skills to keep pace with the changing tax landscape as well as prepare you for your tax agent licence.
Who is this for?
The Tax Agents Program is ideal for those looking to start with entry level skills and enable them to perform common, advanced and complex tax compliance tasks while meeting the education requirements to become a registering tax agent.
- 1. hold current membership of The Tax Institute1
- 2. meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English.
1. [A discounted membership is available at the time of enrolment for all new members. Membership fees attract GST. Membership will expire on 30 June. Find out more about membership benefits and resources]
Course in Australian Taxation Law
Course in Commercial Law
- ATL002 CommLaw1 Australian Legal Systems
- ATL005 CommLaw2 Entities and Business Structures
- ATL006 CommLaw3 Property Law
Modes of study
Face-to-face study allows candidates to attend lectures once a fortnight at CBD venues in mainland capital cities, and some regional locations (subject to minimum numbers).
Distance study utilises group web/teleconference tutorials every 2-3 weeks.
The intensive study format is typically held over a reduced 6 week period through Distance study. Candidates receive all the regular resources and access to pre-recorded webinar/teleconference tutorials.
**Intensive only available for ATL001 CTA1 Foundations
Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience.
Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.
Resources made available to a candidates (excluding assessment-only study) are:
- access to an online learning portal
- study materials,
- additional resources from the subject sponsors, such as Wolters Kluwer CCH and Thomson Reuters
- recorded webinars
- online checkpoint tests
- past exam papers (where applicable)
- email access to a subject convenor for technical questions
- assessment preparation resources
- research skills webinar
- support from trained subject coordinators.
Tax profession and employer
The Tax Institute is a not-for profit membership-based organisation which has been supporting and educating the tax profession for over 70 years. With over 12,000 members ranging from graduates to tax experts in the Big 4, mid-tier and SME firms, The Tax Institute is known as Australia’s leading educator and professional association in tax.
All subjects are designed and delivered by leaders in the tax field, providing candidates with flexible and applicable knowledge which can be used immediately in the workforce. As a higher education provider, our subjects hold recognition with other learning institutes, the Tax Practitioners Board, and other accounting and international bodies.
Recognition of prior learning (RPL)
RPL is a process for providing candidates credit for prior learning gained from The Tax Institute’s accredited education provider register. To apply for RPL, please complete the RPL form. 1
If you believe that your subject is the equivalent of one of The Tax Institute’s subjects, but it is not on the register list, please contact the Education Adviser team for further information about your RPL application.
Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing, please complete the advanced standing form.
1. [Please note from 1 February 2016, all RPL applications will incur a fee per application.]
Tom O'Sullivan, Subject convenor
Tom is a tax lead at Wolters Kluwer, CCH. Tom writes for the Australian Federal Tax Reporter, Australian Master Tax Guide, and other leading tax publications.
Harry Rigney, Subject convenor
Harry is a lawyer, accredited as a specialist in taxation law. Harry has been a registered tax agent since 1982 and a member of The Tax Institute for more than 25 years.
|2016||Study period 1||Study period 2||Study period 3|
|Early bird enrolment close||Monday 22 February||Monday 4 July||Monday 24 October|
|Regular enrolment close||Monday 07 March||Monday 18 July||Monday 07 November|
|Commencement week||Monday 14 March||Monday 25 July||Monday 14 November|
Call us at 1300 TAX EDU (1300 829 338) or email us.
1. [Prices are per subject.]
2.[To enrol in an education subject it is a requirement to become a member of The Tax Institute. All new members will receive Affiliate membership valued at $454.00 upon enrolment (Fellow membership required for CTA3 Advisory) until June 30 in the subsequent calendar year. You are also eligible to upgrade to voting membership valued at $649.00 for no additional cost if you meet the required membership eligibility criteria. Attracts GST, price quoted is GST inclusive.]
3. [Subjects accredited within the Graduate Diploma do not attract GST.]