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Refund request

Last updated 3 October 2023

You can use this function to request a refund for an account with a credit balance, if:

  • the account balance is greater than 50 cents
  • the request is greater than 50 cents
  • the client doesn't have overdue activity statements
  • financial institution details are present and correct.

To request a refund:

  • select a client
  • select Accounts and payments then Refund request
  • complete the mandatory fields
  • select Next to review the details entered
  • select the declaration then Submit
  • select Print friendly version to print or save a copy
  • you can view the request in the sent items in Practice mail.