Lodgment deferral tips

Tips to help us respond more quickly to your lodgment deferral request.

• Download the current online deferral form for registered agents for the appropriate deferral type.
• Complete all the required information starting from the top of the form 
  • Select either Tax or BAS agent from the drop-down menu to enable the appropriate options in other drop-down menus.
  • Supply enough information to support your application where a reason is requested.
  • Original due date is the initial lodgment program due date. If the obligation was previously deferred, the original due date does not change.
  • Deferred due date is the date you are now asking to lodge your client's obligation.
  • ICAC Account is the 3-digit number included in your client's activity statement account.
  • Period end date relates to the year, quarter or month end of the obligation; for example, a March quarterly activity statement has a quarter end date of 31 March.
   
• Select the practice mail topic and subject for the obligation type, for example, Income tax – Agent assessed deferral.
• If you receive an error message when attempting to send attachments with ‘.xlsx’ file type via practice mail, save the file as Excel97-2003 Workbook (*.xls) before attaching to your practice mail message.
• Once you submit the request, do not send further requests for the same client within the 28-day processing period.
• You can ask for a phone deferral for some agent assessed deferrals.