When the data in your client’s tax return is incorrect, we have to manually match the return details with details on our systems before we can process the return.
This means we can't guarantee the normal 14 day processing time for tax returns lodged using the electronic lodgment service (ELS).
What you need to do
The following details the most common errors. To help speed up processing, we recommend you check them before submitting returns.
Surname
Names must be the same as in previous returns. Common errors include:
punctuation
additional spaces
spelling
surname and first name reversals
amalgamating middle names or initials with surnames.
If a name was previously incorrect or has changed, you can update it by ticking the relevant box and changing it this year.
Address
Updating a client’s address on a tax return only changes the postal address for the client’s income tax. It doesn't update our client register covering all roles.
You need to notify us separately for these and other changes, such as:
residential address
activity statement address
business addresses.
Date of birth
We need the client’s full date of birth, not just the year of birth.
We recommend you confirm the date of birth with your client before lodging the return.
If a date of birth is incorrect only the client can update it. For more information, refer to Updating your details.
A1 under 18 (label J)
The common problem relating to this label, is where the label is completed and the client turned 18 on or before 30 June.
Only complete label J at A1 when the client is under 18 years at 30 June.
You can update your client’s information using the Tax Agent Portal or ELS.
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