Individuals - Complex advice request

We are happy to work with you to resolve complex tax queries that you have been unable to resolve through our self-help channels. To request assistance from a subject matter expert, please provide us with your details below.

Before submitting a request, be aware:

  • This request cannot be processed if there are any attachments.
  • Complex advice is issued to authorised contacts only, so ensure you provide full name and contact details. You may also be required to provide evidence of your authority to act.
  • The internet is not always a secure environment. By pressing submit, this form will be sent to the ATO via email and you accept the risks of using email to communicate with us. We don’t control the path of inbound/outbound emails so the privacy of personal information sent by email can’t be guaranteed.
  • Instead, you may wish to print and mail the request to:
    Australian Taxation Office
    PO Box 3000
    PENRITH NSW 2740
  • You won’t be able to save a copy of this form. If you wish to retain a copy, consider printing this form.

* compulsory fields

Section A: Contact details  

Client name the advice relates to * 

Who is the contact person for this request? (Include title and full name) *

Are you a Tax professional?

  

Contact phone number (include area code) *

Email address *

Section B: Issue details

Main topic *
(select most appropriate)


    

What self-help interactions have you had? *
(select all that apply)

   
Provide any ATO reference ID relating to this query
 
Describe the complex issue and/or questions that you are seeking advice on? *
(provide sufficient detail to describe your issue)

 
Guidance (verbal or written) provided through this service is not binding on the Commissioner of Taxation.
For more information, refer to PS LA 2008/3 Practice Statement Law Administration Provision of advice and guidance by the Tax Office.