ato logo
Search Suggestion:

Update your client list

How to update your client list to add new clients and remove those you no longer represent.

Last updated 12 June 2023

How to review your client list

It is important to undertake regular reviews of your client list to add any new clients and remove those you no longer represent.

You can review your client list online using Online services for agents or the practitioner lodgment service.

To add or remove clients in Online services for agents, refer to the My practice section of the user guide.

New clients

Your authority to act on behalf of a new client for lodgment purposes only takes effect from the day we receive notice. To ensure new clients are covered by your lodgment program for 2023–24, you must notify us of your authority to act by 31 October 2023. You cannot notify us on the next business day.

Once you have notified us, you can view copies of their past income tax notices of assessment from 2004–05 onwards and copies of their tax returns if lodged after 2010 in Online services for agents.

If you accept a new client for income tax purposes after 31 October 2023, you should check the lodgment due date for the client on your client list. If they were previously a self-preparer, they will not be covered by your lodgment program and may need to lodge by an earlier due date.

If your client has one or more prior year tax returns overdue, their due date is 31 October 2023.

Removing clients

Lodging a final return or completing a non-lodgment advice does not remove the client from your list. For clients you no longer represent, you also need to remove the client in Online services for agents or the Practitioner lodgment service.

Before you remove a client, you must remove your contact details from their record to avoid unnecessary contact from us about previous clients. When removing a client, make sure you remove your practice from all your client's roles.

QC45687