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  • Client list

    Using Online services for agents there are several ways that you can download a list of clients that your registered agent number is recorded against. You can use the:

    • Client list quick link on the agent homepage
    • Advanced search
    • View client list link under search.

    See also:

    More than 3,500 clients

    If you have more than 3,500 clients you will need to download clients into separate lists using the filters:

    • Relationship
    • Entity type
    • Tax product.

    Save each file separately or combine into one file.

    After applying the filters, if you still have more than 3,500 clients, the list won't download. You will need to contact us to request a copy of your client list.

    Maintain your client list

    It is important to regularly review your client list to add new clients and remove those you no longer represent.

    This will help:

    • avoid unnecessary contact from us about previous clients
    • tax agents ensure your lodgment performance calculation reflects your active client list.

    You can also add, remove or update your clients' details using the practitioner lodgment service.

    Before you remove a client you must remove your contact details from their record. The client removal screen includes reminders to do this, but failing to do so won't prevent you from removing the client.

    Tip: Open multiple windows or tabs to keep your client list open while you remove contact details and delete the client from your list.

    You should also remove your contact detailsExternal Link from the Australian Business Register.

    Note: Lodging a final return or advising that a further return is not required, does not remove the client from your list.

    See also:

    Client list differs to the portal

    Your client list in Online services for agents may differ to your client list in the tax and BAS agent portals.

    This is because your authorisation as the clients' registered tax or BAS agent may not have been removed from all roles and accounts. This is generally for clients where a final return has been lodged, who are deceased, or whose role or accounts have been cancelled.

    You will need to remove these clients from your client list.

    There are some clients that you won't be able to remove, such as deceased clients, for these clients you will need to notify us and we will remove them for you.

    To notify us of clients you want to remove in bulk:

    • download the client list using the CSV format – if you have more than 3,500 clients you will need to do this in separate files
    • remove all current clients you would like to remain authorised for
    • keep the identifier and name of clients to be removed from the client list
    • save the list as an Excel file
    • remove your contact details from the clients' records that you want us to remove from your list
    • select Communication then Practice mail and select
      • New
      • the Topic Debt and lodgment
      • the Subject Bulk Client Removal
      • Enquiry type General enquiry
      • in the message field type 'Unable to remove clients in Online services for agents'
    • attach the list of clients you want removed
    • select Send.

    We may take up to three weeks to remove the clients. We will let you know when your request is complete.

    Last modified: 27 Jun 2019QC 59472