• Handover checklist for not-for-profit administrators

    Use this checklist when your non-profit organisation is changing the administrator of its tax affairs, for example a treasurer, office bearer or employee involved in the tax administration of your organisation. The checklist will help your organisation hand over its tax affairs to the new administrator.

    We recommend you arrange a meeting between the outgoing administrator and the incoming administrator to exchange information, documents and files.

    Handover meetings are really important and it will be helpful for the outgoing administrator to provide their contact details in case the new administrator needs information in the future.

    Download the checklist

    Handover checklist for not-for-profit administrators – For the best user experience, download a copy of this checklist to your desktop and open it in Adobe Reader before filing it in.

      Last modified: 15 Sep 2015QC 45475