According to the first Qualification Standard for Planners jointly formulated by China Planning Institute and China Planning Society and approved by China National Intellectual Property Administration, tax planners are named by experts organized by China Planning Institute and China Planning Society according to the needs of market development. China Planning Institute and China Planning Institute define tax planners as follows:

Tax planners refer to those who have good professional ethics, can use the knowledge, methods and means of planning, taxation, accounting, law and finance, as well as comprehensive planning execution ability and rich practical experience, provide full planning services for enterprises to reduce tax expenditures and maximize economic benefits under the premise of legality and rationality, and have outstanding planning performance, and have passed the planning qualification training and certification examination for planners and obtained the corresponding level of planning qualification certificates.