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  • Request a refund or transfer

    Online services for business

    Online services for business is here. The Business Portal and electronic superannuation audit tool are being replaced by Online services for business for all your tax and super needs. We recommend you start using this new service for your transactions with us. For more information go to Online services for business.

    Business Portal

    Request a refund or transfer

    To request a refund for an account in credit or to transfer funds between eligible accounts held by you:

    1. Select Account details from the Business Portal menu.
    2. From either the Account list screen or the Itemised account screen, select the Refund request or Transfer request button.
    3. Enter the amount you would like to refund or transfer.
    4. Enter the reason for your request and your contact details.

    After submitting your request, you will receive a receipt number. A copy of your request will be stored in your Mail – Sent items. The transfer/refund is not immediate as it is subject to our scrutiny and integrity checks.

    Log in to the Business Portal

    You can use the Business Portal to request a refund or a transfer of funds between accounts.

    You can watch our video for a demonstration.

    Watch:

     

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    Last modified: 01 Feb 2021QC 43618