Review your client list to add new clients and remove those who no longer use your services. This will help to ensure that:
- new clients are covered by your lodgment program
- we don't contact you about your previous clients
- your lodgment performance percentage is accurate.
Tips
Lodging a final return or advising that further returns are not necessary, does not remove a client from your list. You need to remove them using Online services for agents or the Practitioner lodgment service.
Before removing a client from your client list, you must remove all your details from their records to ensure 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.
For instructions on how to remove clients using Online services for agents, see My practice in the Online services for agent user guide.
Find information and tips to help manage your lodgment program and improve your lodgment performance.