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  • Deceased estate data package

    To lawfully access the information of a deceased person you must be the legal personal representative (LPR) for the deceased estate or be appointed by the LPR to act on their behalf. An LPR is an executor or administrator with grant of probate or letters of administration.

    To access the deceased's information you first need to notify us of your appointment.

    Asset and income information

    We can help you to identify the assets and income stream of the deceased person by extracting the relevant data from our records and sending you a Deceased estate data package.

    The package will contain the following information (if it exists):

    • individual tax return information for the last three income years
    • an extract of income and investment data for the last three income years
    • an extract of notices of assessment issued for the last three income years
    • copy of the most recent statement of account
    • any outstanding debts with us
    • any superannuation accounts identified
    • payroll data received for the current year.

    If additional information is required you will need to contact us.

    How to request this information

    If you are an LPR of a deceased estate or their nominated legal practitioner, you can request a Deceased estate data package by either:

    • phoning 13 28 61
    • writing to
      Australian Taxation Office
      PO Box 3006
      PENRITH  NSW  2640

    At the top of this request print 'Deceased estate data package request' and include the:

    • deceased client's details – including their tax file number (TFN), name and date of birth
    • LPR details – including their name and current postal address – ensure the Letter of Administration or Probate Papers have been provided to us
    • signature of LPR or LPR's representative.

    If you are the LPR's tax agent you will be able to access the deceased person's information through Online services for agents. See tax agents.

    Note: Due to legal restrictions, if you do not have grant of probate or letters of administration you can't request this package of information. Nor can this package be requested by your representatives.

    Tax agents

    Online services for agents is the quickest and easiest way to access the deceased client's information and provides you with access to all of the information contained in the deceased estate data package.

    Note: It is important that we are advised of the LPR's appointment and the required documentation before, or when you add a deceased person to your client list. If we don't have the LPR recorded as an authorised contact this may affect your access to Online services for agents.

    See also:

    Last modified: 20 May 2020QC 60942