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  • Client forms

    Client forms allows you to lodge the following forms on behalf of your clients:

    • Certificate of coverage request form
    • Early stage innovation company report
    • Employee Share Scheme (ESS) annual report
    • Fairer taxation of excess concessional contributions form
    • General purpose financial statement (GPFS)
    • Overseas travel notification
    • Refund of excess non-concessional contributions form.

    Client forms can be accessed from the left menu when you are within a client record.

    You must have the correct permissions assigned by your Administrator in Access Manager to view and lodge the form.

    Find out more:

    Last modified: 30 Jul 2018QC 49771