Prepare for tax time

To prepare for tax time, update your client list, check due dates, review security, and notify if a client isn't lodging.

This includes:

• update your client list
• check your clients' lodgment program due dates
• advise us when a return is not required
• review security to stop fraud and protect your clients

This will ensure your clients' tax returns are correct and will prevent delays in processing.

The lodgment due dates for your clients will be available in Online services for agents by the end of July 2023.

We aim to finalise most electronically lodged current year tax returns within 12 business days of receipt. See our service commitment.

When setting up appointments with your clients, remind them to provide the information you need to prepare and lodge their tax returns, including their:

• personal identification
• Australian financial institution account details
• Medicare card or number
• private health insurance information
• spouse details, including details of their income.

This will help prevent delays in processing their return.