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  • Update your client list

    It is important that you undertake regular reviews of your client list to add any new clients and to remove those you no longer represent.

    Lodging a final return or advising a further return is not necessary does not remove the client from your list.

    You can add or remove clients, or update existing clients' details, using the practitioner lodgment service or the Tax Agent Portal.

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    Your authority to act on behalf of a new client for lodgment purposes only takes effect from the day we receive notice. To ensure new clients are covered by your lodgment program for 2017–18, you must notify us of your authority to act by 31 October 2018.

    Once you have notified us of your authority to act on behalf of a client, you can view copies of their past income tax notices of assessment from 2004–05 onwards on the portal.

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    If you accept a new client for income tax purposes after 31 October 2018, you should check the lodgment due date for the client on your client list. If they were previously a self-preparer, they will not be covered by your lodgment program and may need to lodge by an earlier due date.

    If your client has one or more prior year tax returns outstanding, their due date is 31 October 2018.

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    Last modified: 31 May 2018QC 45687