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.
We have emailed client lists to agents. You can lodge the Closely held entity lodgment concession request formThis link will download a file (xlsx 52KB)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.
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.
Forms for registered agents to lodge an application for a deferral.Last modified: 02 Sep 2016QC 40796