ato logo
Search Suggestion:

Prepare for tax time

To prepare for tax time, update your client list, check due dates, review security, and notify if a client isn't lodging.

Last updated 30 June 2023

This includes:

This will ensure your clients' tax returns are correct and will prevent delays in processing.

The lodgment due dates for your clients will be available in Online services for agents by the end of July 2023.

We aim to finalise most electronically lodged current year tax returns within 12 business days of receipt. See our service commitment.

When setting up appointments with your clients, remind them to provide the information you need to prepare and lodge their tax returns, including their:

  • personal identification
  • Australian financial institution account details
  • Medicare card or number
  • private health insurance information
  • spouse details, including details of their income.

This will help prevent delays in processing their return.

We finalise most electronically lodged tax returns within 12 business days as part of our commitment during tax time.

How to update your client list to add new clients and remove those you no longer represent.

The lodgment due dates for your clients will be available in Online services for agents by the end of July.

How to advise us if your client is not required to lodge a tax return, so we can update our records.

How to protect your clients and practice from fraud by reviewing security practices and avoiding tax scams.

QC45681