The TPB Code, end-to-end. Plus your professional body.
Under the Tax Agent Services Act 2009 (TASA), the TPB Code from 1 July 2025 requires every registered Tax Agent to operate a Quality Management System covering governance, supervision, training and client engagement. Tax Agents typically also hold a CPA / CA ANZ / IPA membership, each with its own QMS expectations. Onestop QMS holds them on the same org — one manual, one audit trail, every standard satisfied.
- ✓ TPB Code (1 July 2025) obligations covered
- ✓ CPA / CA ANZ / IPA practice quality standards
- ✓ Auto-generated QMS manual referencing every standard
- ✓ Live registers (risk, incident, complaint, breach, conflict)
- ✓ Mandatory sign-offs — code of conduct, cyber, WHS, conflicts
- ✓ One-click PDF for any TPB compliance review
Practice principal? You're the one on the hook.
From July 2025 the TPB makes principals responsible for staff competency and supervision. Onestop QMS for Teams gives you the dashboard, sign-off matrix and audit trail to satisfy that obligation without making compliance somebody's full-time job.
More on For Teams →Common questions
Does this satisfy the TPB Code?
Onestop QMS is designed against the new July 2025 obligations — documented procedures, supervision evidence, training records, complaints handling, conflicts of interest, breach response. The TPB asks "show me your QMS in operation" and you have a one-click answer.
What about CPE tracking?
Onestop QMS focuses on the quality system itself. For CPE / CPD tracking against the TPB cycle, use our sister product Onestop CPE. The two products complement each other.
Are there templates included?
Yes — the auto-generated QMS Manual gives you a working starting structure with your org details pre-filled. But unlike a templates-only product, the manual updates as your practice operates.