EPISODE · Oct 21, 2025 · 14 MIN
Tax Records - What triggers a Tax Practitioners Board review and how to prepare
from Smarter Lawcast with Hall & Wilcox · host Hall & Wilcox
Jacqueline McGrath and Sara Shahin discuss the evolving role of the Tax Practitioners Board (TPB) – from changes to the Tax Agent Services Act to new code obligations and what triggers a TPB review. They break down breach reporting requirements, extended investigation timeframes and what tax practitioners should be doing now to stay ahead.
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Tax Records - What triggers a Tax Practitioners Board review and how to prepare
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