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Learning Tax

Tax accounting training workshops

Learn tax and develop your business at the same time

No tax experience? You do not need tax experience or tax knowledge to join our franchise. But you do need to be prepared to take active steps to learn taxation using a variety of tools, courses, knowledge aids and options.

Apprenticeship-style: If you are a non-tax agent under supervision your learning programme will be like an apprenticeship. Your live work will be managed in stages with intructions, guidance, practising, review by the tax agent and feedback.

Add to your programme: Add to this with additional learning options. All public practice accountants should do this regardless of whether they are a tax agent or not. Tax agents are also required by the Tax Practitioners Board to meet their professional development requirements as part of their licence.

Diversify with your PD: Everyone has their own learning style by which they learn and absorb information. You will know whether, for example, self-paced learning, online learning, or face to face courses work best for you. Ideally you should use a variety of options to achieve the desired outcome, including our in-house learning options.

Useful facts

You need to be committed and to be realistic. Learning occurs over time like an apprenticeship. In this industry you need to be a life-time learner as there are constant changes.

You can join our franchise, and learn tax in stages through a variety of options as shown below. At the same time you will be developing your experience, skills and income through working with your supervisory tax agent. This gives you the opportunity to apply what you have learnt. Skills and knowledge are retained if they are practised. You will also receive technical feedback and support as an on-going service from us to help with new areas of work or where your knowledge is limited.

When you first start out you normally get clients one at a time, so this gives you plenty of opportunity to work with your tax agent supervisor. You can use checklists that we have and data background documents to interview clients, build rapport, canvas the client for information and then work with the supervisor (or the head office support team if you are a tax agent). You don't have to complete complex or 'unknown' work in front of of the client.

Success Tax Professionals options for learning tax

Here is how the Success Tax Professionals franchisor (and a franchise) can help you learn tax (plus practice management and business development skills).

No. Medium
1 Induction training when joining 6 hours of familiarisation training. This will get you started with the basics, assimilation into the group and a learning plan. This includes initial software training in tax and accounting software. Non-tax agents receive training from their dedicated tax agent supervisor through our Tax Agent Incubator Programme. View this as the beginning of the 'apprenticeship'.
2 Regular networking with the tax agent supervisor Establish systems with the tax agent supervisor for ongoing communication, feedback, response times and check-ins for work in progress and professional development advancement.
3 Attend our seminars in Perth (and the east coast) Our workshops and seminars are held in Perth and rotated to different capital cities on the east coast. They happen several times throughout the year. On the east coast we typically run these on weekends (Saturday and Sunday - 2 days 3 times a year). In Perth we run the same workshops over 2 Fridays 3 times a year. We focus on technical content, business development, change in the industry and include guest speakers. We often structure these workshops with social events and dinners for those who enjoying networking with their colleagues in the group.
4 Online in-house resources Our franchisees have access to our in-house portal which includes a library of online manuals and reference material. We purchase material and make it available to our members.
5 We promote various webinars and podcasts We will tell you what we think is worth watching and participating in and why.
6 Online Zoom training sessions All you need is a computer with a camera, speakers and microphone to participate via video conferencing. Share screens and get help with data entry on a one-to-one basis for your specific case-work needs.
7 Face to face/email/video conferencing support from a dedicated supervisor Support for non-tax agents is available continuously from your supervisory tax agent (under our Tax Agent Incubator Programme) and also from the head office support team. This provides fast and on-going access to a dedicated registered tax agent and support technicians to assist with casework, general questions, and to receive step by step guidance. This is an important feature of our franchise. (Tax agents can access support directly from the head office support team.) This covers technical, marketing, business development and practice management services. Our focus is to make non-tax and tax agents self-reliant and fluent with the vast amount of resources and platforms in the industry.
8 Small study groups Some franchisees join study groups within our network usually made up of 3-5 franchisees.
9 Interactive online community forum Discuss tax, accounting, software and practice management scenarios and questions. A very versatile and extremely well-used platform. Access to over 56 tax agents with a wealth of experience and knowledge.
10 Online in-house living environment of tools Access to our living environment of work tools, letters, forms, and checklists to simplify and systemise practice life.
11 Read our blogs, FB content and LinkedIn content. Stay across topical content.

External options for learning tax

Here are some external options for learning tax. Ideally you would use a variety of methods. For example, from our in-house options listed above, plus you might decide to enrol in the H&R Block course or one of the online or face to face programmes below to help build your foundation or starter knowledge. Shop around for what meets your circumstances.

Sometimes it is more a case of using additional platforms like the Tax Nuggets Academy.

No. Options for learning tax
1 H & R Block Income Tax Return Cours Courses typically run face to face Feb-Jun each year. Enrol in time for a February start. Most locations offer morning, afternoon or evening class options.
2 ITP Tax Courses - Online anytime Learn about the Australian Taxation system for individuals and small business anywhere at any time!
3 ITP Tax Courses - Face to face Courses typically run face to face Feb-Jun each year. Enrol in time for a February start.
4 Australian Tax College Online course Over 30 different tax courses to choose from.
5 The Tax Institute Established in 1943, this organisation offers a range of professional development courses. This includes their CPD on Demand (Self-Paced Learning and Bundles). They also have webinars.
6 Tax Banter Providers of face to face training and online training. Programmes that may be available include their ‘Live Online Tax Training’, ‘Superannuation Training’, ‘Tax Fundamentals Online’, and ‘Tax For BAS Agents & Bookkeepers’. Visit their site for more programmes.
7 Australian Online Courses Offers a range of accounting and finance courses and the option to design your own course.
8 Australian Online Taxation Courses Certificate of Australian Taxation offered by this college.
9 Q Tax Queensland based practitioners offering a basic course with possibility of practical experience. Course is run seasonally. Check enrolment information.
10 CPA Run by a professional accounting body – Certified Practising Accountants.
11 IPA Run by a professional accounting body – Institute of Public Accountants.
12 CA Run by a professional accounting body – Chartered Accountants.
13 NTAA Online and face to face seminars - National Tax & Accountants’ Association.
14 ATO Legal Database Educational resource.
15 Tax Nuggets Academy Subscribe and have access to compliance resources and support.

Find out more

Read our detailed information package to find out whether our franchise is right for you.