How do I join the WhatsApp community?
Peer support from fellow participants.
Before getting access, please read through the House Rules.
1. No client info. Ever.
No names, TFNs, ABNs, screenshots with identifying data. Redact first. Your registration's on the line as much as mine.
2. Search before you ask.
The knowledgebase has the answer to most of what gets asked here — step by step. Search it. If it's not there, tell us what you searched for, so we can fix the gap.
3. Have a crack first.
You're training to be a tax agent. Attempt it, form a view, then bring it. "I think it's X because Y — am I right?" is a professional question. "How do I do this?" isn't.
4. Ask properly.
What you tried. What you found. Where you're stuck. Questions with that get answered fast. Questions without it get bounced back.
5. This group is for:
Technical thinking, second opinions, practice building, wins and lessons. Good questions make everyone sharper — ask them and answer as often as you ask.
It's not for escalations or file reviews — those go through the channels in point 10.
6. Professional respect.
Disagree openly. No rants, no pile-ons, no DMs to the team. Constructive feedback is encouraged. If you have a suggestion, we'd love to hear it.
7. Answers here are guidance, not advice.
Peers respond to what you've told them, not to the file. Check it against the legislation or ATO guidance before you apply it to a client. The position you take is yours. Justify it in the workpapers when you submit.
8. Be reasonable in busy periods.
Lodgement season is flat out for all of us. Responses take longer, and chasing in the group doesn't speed anything up — it slows the queue for everyone. If something's genuinely urgent, tell us it is and why (see point 10 for contact methods).
9. One message, not six.
Reply-to-message so threads stay traceable. Nobody's on call after hours.
10. Need to reach us?
Every channel and what it's for is on the Contact Us page — tickets, office hours, bookable meetings, escalation. Start there and you'll land in the right place first go.
Calling it: if a post breaks the rules, anyone drops 📌 — no comment, no debate. If you get one, don't explain or apologise, just move it. It's about the message, not the person.
Read and accept the house rules? Join the community here.