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  • Avoid common errors

    There are some common errors that may prevent lodgment or delay processing of tax returns. Use the following tips to avoid them.

    Incorrect client details

    Incorrect details such as name, address, date of birth, bank account details and tax file number are the most common errors.

    Confirm these details with your clients, then compare them with those on the portal to make sure they match.

    If your clients have changed their name, you must update it with us and supply the relevant evidence before you lodge their returns.

    Ensure that the details in your software are correct before lodging, particularly if you transpose details from previous year returns.

    If lodging for multiple years (even if you are lodging them on or around the same day) ensure your clients' details are correct on all returns.

    Lodging duplicate returns

    We receive a high volume of duplicate returns for the same year.

    If your client has already lodged their tax return and needs to correct a mistake, you must request an amendment.

    Use the Lodgment status reports on the portal to view lodgment details for your clients. This will help you identify whether to lodge an original return or an amendment.

    Repeating information

    Unnecessary additional information is often included in tax returns.

    If you have already declared information at a previous question, don’t repeat it as additional information on your client's return.

    See, Providing additional information for tips about what to include and what to leave out.

    Omitting income or information

    Income, income test questions, spouse details and private health insurance information are commonly missing or incomplete.

    Make sure your clients provide all necessary information to enable you to lodge accurate tax returns.

    Use the Pre-filling service to cross-check information provided by your clients.

    If your clients want to lodge before all pre-filling information is available, ask them for details of income from multiple jobs, foreign income, bank interest and government payments they received.

    See also:

    Last modified: 19 Jun 2017QC 52591