Keep your client list up to date
It is important to regularly review your client list to add new clients and remove those who no longer use your services.
This will help to ensure:
- new clients are covered by your lodgment program
- we don't contact you about your previous clients
- your lodgment performance percentage is accurate.
How to add and remove clients
You can add and remove clients from your client list using either:
Note: The client lists produced by these online services may provide different views of your clients’ details.
Adding a client
You need to add new clients to your client list by 31 October 2026 to ensure they are covered by your lodgment program for 2026–27. You can't add them on the next business day.
Removing a client
Before you remove a client from your client list, you must remove all your contact details from their records so we don't contact you about that client in the future. This includes removing your practice's:
- email address
- phone number
- business and postal address
- financial institution account details
- name from their authorised contacts.
Lodging a final return or advising that further returns are not necessary does not remove the client from your list.
If you're unable to remove a client, refer to Client list has clients you no longer represent.
Find out how removing previous clients will improve your lodgment performance percentage.