Show download pdf controls
  • Client list

    You can download a list of clients that your registered agent number is recorded against using Online services for agents. 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 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.

    FBT client list

    You can request a fringe benefit tax clients (FBT) client list with more detail than the list generated from Online services for agents.

    To receive the list you will need to send a request using Practice mail. The list will include your FBT clients, all years, due dates and details of late or on-time FBT returns.

    To request the list, select Practice mail then:

    • New
    • Topic Fringe benefits tax
    • Subject Agent request for electronic FBT client list
    • Enquiry type I am enquiring on behalf of practice
    • in the message field type ‘FBT client list request'
    • select Send.

    You will receive the list within 28 days.

    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    It is important to regularly review your client list to add new clients and remove those you no longer represent.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
    • ensure your lodgment performance calculation reflects your active client list.

    You can also add, remove or update client 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 not necessary, does not remove the client from your list.

    See also:

    Client list has clients you no longer represent

    Your client list in Online services for agents may have clients you no longer represent that weren't listed in the closed tax and BAS agent portals. This is because your authorisation as a client's 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 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 you want to remove 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
      • New
      • Topic Debt and lodgment
      • 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: 02 Mar 2020QC 59472