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  • Closely held lodgment concession request form – for registered tax agents

    Tax agents can use this form to request a lodgment concession for the PAYG withholding summary annual report for clients.

    Payers are eligible for the closely held lodgment concession if they only have closely held payees and meet the compliance test. This allows registered tax agents to lodge their report by the due date of the payer's tax return.

    The client lists will be emailed to agents on 3 August 2018. You can lodge the Closely held entity lodgment concession request form (XLSX, 48KB)This link will download a file if you received your client list. If you have not received your client list, request a copy using the Tax Agent Portal.

    Using the Tax Agent Portal

    Send your completed lodgment concession request form in xlsx format to us using the Tax Agent Portal.

    In the portal, select Mail, then Debt and Lodgment and then Closely held deferral requests.

    Lodging your forms using the portal helps reduce processing times.

    Using mail

    If you can't lodge using the portal, print your completed form and post it to:

    Australian Taxation Office
    PO Box 3002
    PENRITH  NSW  2740

    Do not convert the form to Portable Document Format (PDF) or Microsoft Word format.

    Do not attach a cover page.

    We designed the form to work with our systems to direct your request appropriately. Attaching a cover page can delay processing as your form may not be correctly identified.

    See also:

    Last modified: 01 Aug 2018QC 40796