Join ATAINZ
Ongoing support to keep you on
top of your game
Becoming an ATAINZ member connects you to a nationwide network of accountants and tax agents, and to the professional development, resources and recognition that come with IRD-Approved Advisor Group status.
How to join
Choose your membership type
PTBA, RTBA, ATBA or Academic.
1.
Complete your application
Tell us about your qualifications and experience.
2.
Review and approval
Our team reviews your application and welcomes you to the institute following board approval.
3.
What you’ll
get from day one
Access to the Annual Conference, Workshops, and Regional Meetings
Members-only online community
Members-only resource library and video presentations
Support through trusted third parties: marketing, mentoring, taxation, payroll, and business/practice planning
Ongoing Continuing Professional Development (CPD)
Which membership is right for me?
Are you currently studying accounting or business at an approved New Zealand tertiary institution?
Consider Academic membership.
1.
Are you a practising tax agent or a director of a company that is a practising tax agent?
Consider Registered Tax & Business Advisor membership (RTBA).
2.
Are you an experienced practising tax agent or practice owner seeking to progress to ATAINZ’s highest practising membership level?
Review the Professional Tax & Business Advisor pathway (PTBA).
3.
Do you work in accounting, tax, finance or business but are not a practising tax agent?
Consider Associate Tax & Business Advisor membership (ATBA).
4.
Membership types
at a glance
Compare the key differences below. Read the detailed criteria for your preferred membership type before preparing your application.
-
Best suited to
Experienced practising tax agents and practice owners
Residency
New Zealand resident
Tax agent status
Practising tax agent
Main eligibility pathway
RTBA eligibility plus the required qualifications, practice experience or Board-approved pathway
Annual CPD
40 hours
Other ongoing requirements
Annual Declaration and Practice Reviews
Next step
Check PTBA criteria and progression pathway
-
Best suited to
Practising tax agents or directors of tax-agent companies
Residency
New Zealand resident
Tax agent status
Practising tax agent or director of a tax-agent company
Main eligibility pathway
Tax-agent or company director requirements and applicable qualification criteria
Annual CPD
30 hours
Other ongoing requirements
Annual Declaration
Next step
Check RTBA criteria
-
Best suited to
Accounting or business professionals who are not practising tax agents
Residency
New Zealand resident
Tax agent status
Must not be a practising tax agent
Main eligibility pathway
Relevant qualification, recognised tertiary qualification or sufficient expertise
Annual CPD
25 hours
Other ongoing requirements
Annual Declaration
Next step
Check ATBA criteria
-
Best suited to
People currently studying accounting or business
Residency
New Zealand resident or eligible student visa holder
Tax agent status
Not applicable
Main eligibility pathway
Current accounting or business study at an approved NZ tertiary institution
Annual CPD
No CPD requirement
Other ongoing requirements
Annual Study Declaration
Next step
Check Academic criteria
PTBA
Best suited to
Professional Tax
& Business Advisor
Experienced practising tax agents and practice owners
RTBA
Registered Tax
& Business Advisor
Practising tax agents or directors of tax-agent companies
ATBA
Associate Tax
& Business Advisor
Accounting or business professionals who are not practising tax agents
Academic
Academic membership
People currently studying accounting or business
Residency
New Zealand resident
New Zealand resident
New Zealand resident
New Zealand resident or eligible student visa holder
Main eligibility pathway
RTBA eligibility plus the required qualifications, practice experience or Board-approved pathway
Tax-agent or company director requirements and applicable qualification criteria
Relevant qualification, recognised tertiary qualification or sufficient expertise
Current accounting or business study at an approved NZ tertiary institution
Annual CPD
40 hours
30 hours
25 hours
No CPD requirement
Other ongoing requirements
Annual Declaration and Practice Reviews
Annual Declaration
Annual Declaration
Annual Study Declaration
Next step
Check PTBA criteria and progression pathway
Check RTBA criteria
Check ATBA criteria
Check Academic criteria