From July 2025, all registered BAS and tax agents must have a Quality Management System (QMS) in place to comply with the Tax Practitioners Board (TPB). But this isn’t just a compliance checkbox. It’s an opportunity to future-proof your bookkeeping practice.
In this article, we explain what a QMS is, why it matters for your business, and how XBert supports you in meeting compliance while improving team performance, efficiency, and client outcomes.
In this blog, we cover:
A Quality Management System is a structured framework that ensures your practice consistently delivers high-quality work. It goes beyond compliance by improving how you supervise, delegate, and document key processes.
“You’re probably already doing much of what the TPB requires, just not in one place or in a formal way. The QMS is about giving your practice structure, clarity, and resilience, not red tape.” – Cameron Anderson
Instead of relying on memory or scattered emails, a QMS allows you to document procedures like client onboarding or BAS preparation, so your team can follow a consistent and reliable process every time.
Whether you’re a solo practitioner or managing a growing team, a QMS protects your business and your clients.
If you're a registered BAS or tax agent, TPB requires that you have a QMS in place by 1 July 2025. This is no longer optional.
A small firm may already be doing many of the right things, like tracking communications and managing deadlines. But without a formalised system, it’s harder to demonstrate to regulators that everything is under control.
Even if you’re not mandated, having a QMS gives you a strong operational foundation.
A QMS doesn’t just make your practice compliant. It also makes it more efficient. With documented procedures and defined workflows, your team can operate with greater clarity and less hand-holding.
“Your team can deliver consistent outcomes, even when you’re not there.” - Cass Scott
During onboarding of a new staff member, having templated task lists and defined approval processes ensures they’re up to speed faster and make fewer mistakes.
This consistency reduces stress and allows you to scale confidently.
XBert provides the infrastructure to help you meet each component of the TPB’s QMS framework. It’s not just about ticking boxes. It’s about giving you the tools to demonstrate best practice.
Use Practice Dashboards to monitor team output, Client Portals to document approvals, and secure recordkeeping to meet confidentiality obligations.
Each feature aligns with governance, recordkeeping, and quality control standards.
Errors happen. But with automated data quality checks, you catch them early before they become costly.
“XBert picks it up before it becomes a problem.” - Cass Scott
XBert flags an incorrect GST code, duplicate bill, or mismatched ABN as soon as it detects it. You don’t have to wait until the end of the month or rely on manual review.
Real-time alerts help uphold your professional reputation and deliver peace of mind.
Quality control should not be a final checklist. It should be built into how you work. So you’re not just reacting to errors. You’re building a proactive, compliant practice.
For example you can use XBert’s capacity planning and workflow templates to ensure the right tasks are being completed at the right time. Your team will have the support and visibility they need.
It’s a system that supports growth, not just survival.
The TPB’s QMS requirement is fast approaching, but smart practices are looking beyond the deadline. A QMS supported by XBert can help you build a scalable, efficient, and low-risk operation that delivers value to clients and peace of mind for your team.
Want to set this up in your business?
Book a demo with a human today and we'll show you how XBert can help with QMS readiness.
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