Closely held lodgment concession request form – for registered tax agents

Registered 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 tax agents to lodge their report by the due date of the payer's tax return.

The client lists are emailed to agents in early August. You can lodge the Closely held entity lodgment concession request form (XLSX 49KB)This link will download a file if you received your client list. If you have not received your client list, request a copy using Online services for agents.

Lodging online

Send your completed lodgment concession request form in xlsx format to us using the mail option in Online services for agents.

Select topic Debt and Lodgment and the subject Closely held deferral requests.

Lodging your forms online helps reduce processing times.

Using mail

If you can't lodge online, 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:

• PAYG withholding payment summary annual report
• Privacynotice – Closely held lodgment concession