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  • Handover checklist for not-for-profit administrators

    Use this checklist when your organisation is:

    • not-for-profit, and
    • 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 a new administrator.

    To help things run smoothly we recommend:

    • you arrange a meeting between the outgoing administrator and the incoming administrator to exchange information, documents and files
    • the outgoing administrator provides his or her contact details in case the new administrator needs more information.

    Next steps:

      Last modified: 08 Mar 2017QC 45475