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  • Client forms

    To view forms relevant to your client:

    Certificate of coverage request form

    This form has two available tabs:

    • the Not lodged tab displays any certificate of coverage request forms that are saved as drafts but not submitted
    • the History tab will list the submitted forms and status.

    To add a form:

    • select Certificate of coverage request form
    • at Not lodged select New
    • complete Employer information mandatory fields including adding employee information  
    • at Employee list select Add. You can select Update at Employee details to change details of the employees listed.
    • select the declaration and Submit.

    To edit:

    • select Certificate of coverage request form
    • at History select Edit
    • at the Employer information – Previous request page, update the required information
    • select the declaration and Submit.

    Note: Only certificates with a status of approved or saved can be edited. You can only view or edit one employee at a time.

    Employee share scheme annual report

    To lodge:

    • select the Employee share scheme (ESS) annual report
    • select Lodge then the year required
    • complete the mandatory fields        
      • at the Employees tab select Add. You can select Update at Employees to change details of the employees listed.  
      • Share scheme details will need to be added for each employee. You can add details for multiple share schemes at once.
      • select Save and continue
    • select the Declaration and Lodge. To lodge or complete the form later select Save and exit. The report must be resumed within 14 days, otherwise the information will need to be re-entered.

    To complete a saved draft select Resume for the relevant client's report and complete the mandatory fields

    • select Add at Employees and complete or update details
    • select the Declaration then Lodge.

    General purpose financial statement

    To lodge:

    • select Add
    • complete mandatory fields
    • select the Declaration then Submit.

    Early stage innovation company report

    To lodge:

    • select Add then the year required
    • complete all mandatory fields. Do not copy and paste information into this report as it can create an error.        
      • to add the investors to the report select Add then the Entity type, complete details then select Save and continue
      • to add further investors at Investors select Add and complete the details.
    • select the Declaration then the relevant action, select      
      • Submit to lodge
      • Save and exit to save and complete later
      • Cancel
      • Print friendly version to print or save as a PDF before submitting.

    Overseas travel notification form

    This form is only available for individual clients with a HELP or TSL debt.

    Before you complete this notification for your client, ensure their name, date of birth, email address and phone number are correct.

    To lodge:

    • select Overseas travel notification
    • select Add
    • select the Passport type – either Australian passport, Foreign passport or Both if applicable
    • enter the passport details and travel details
    • select the Declaration then Submit to lodge or Cancel to exit the form.

    Excess concessional contribution election form

    You can view available elections and election history.

    To lodge:

    • select Lodge for the year required
    • to view the Determination date and Total contributions select the drop down next to the Election
    • complete all mandatory fields to indicate the amount to be released
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    Excess non-concessional contribution election form

    You can view available elections and election history.

    To lodge:

    • select Lodge for the year required
    • to view the Determination date and Total contributions select the drop down next to the election
    • select either       
      • Release the money from your superannuation fund
      • Pay excess non-concessional contributions tax
    • complete all mandatory fields to indicate the amount to be released
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    Transfer balance account report

    You can view lodged or saved reports.

    To lodge:

    • select Add for the relevant year then either    
      • select Save and continue to save a report to be completed or submitted later
      • select Resume to return to the report in progress
    • complete all mandatory fields
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    See also:

    Division 293 election form

    You can view the available elections and the election history. There are two types of elections, Due and payable and Deferred.

    To make an election:

    • select Lodge for the year required
    • complete mandatory fields
    • select the declaration then Submit.

    See also:

    Transfer balance election

    You can view an election and election history.

    To make an election:

    • select Change provider
    • enter the election amounts
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.
      Last modified: 24 Jun 2019QC 54079