Local · AU
Do I need a bookkeeper or a tax agent in Australia?
Short answer
A bookkeeper keeps your books and prepares BAS records; a registered tax agent lodges income tax returns and advises. Many small businesses use a bookkeeper monthly and a tax agent annually.
Detailed answer
Understand the registered roles
A bookkeeper may perform record keeping, but paid services that involve interpreting BAS obligations can require BAS-agent or tax-agent registration. Income-tax advice and returns generally require an appropriately registered tax agent. Some firms provide both services; others prepare the records for a separate registered practitioner.
Confirm the engagement boundary
Ask who will review GST, payroll obligations and the income-tax return, and verify relevant registration with the Tax Practitioners Board. Agree how queries are handed over and how filed periods are corrected. Clear responsibilities help prevent a gap where everyone assumes another provider is handling the filing.
Official sources
Published by Expert Bookkeeping Services · Last updated 2026-11-01. General information only — confirm specifics for your situation with a qualified adviser.
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