Member intake and complaint handling are simple and documented.
Every form below is provided as a fillable PDF. Email the completed version to pleno1942@gmail.com and a council member will confirm receipt within two business days.
Membership application checklist.
- Completed form with contact details and principal place of practice.
- Evidence of current TPB registration and professional indemnity cover.
- Two referees (registered tax agents) willing to confirm competency.
- Declaration confirming adherence to the IRTA code of conduct.
How we triage conduct issues.
We follow Fair Trading guidance and respond within 14 days. Anonymous complaints are recorded, but we can only investigate when sufficient information is supplied.
- Provide dates, supporting documents, and any regulator references.
- IRTA will confirm scope (member vs. non-member conduct) before escalation.
- Outcomes are communicated in writing, including appeal options.
What happens after a complaint is lodged?
- Member obligation: practitioners must tell clients how to lodge a complaint.
- Submission: clients email the completed IRTA Complaint Form or post it to the council.
- Assessment: the Disciplinary Committee acknowledges receipt within 14 days and decides whether the issue is within scope.
- Hearing: evidence is reviewed and, if required, a formal hearing is scheduled.
- Outcome: findings and sanctions are issued in writing, with appeal instructions.
Placeholder: the Complaints Management Procedure PDF is in drafting. Until it is uploaded, regulators may request the latest version via pleno1942@gmail.com.
Annual complaint statistics will be published here.
At year end IRTA will publish anonymised statistics (volume, findings, sanctions) inside the Annual Report. A downloadable PDF will be linked on this page and the Governance page.