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  • Managing your client list

    You can use Online services for agents or the Practitioner lodgment service (PLS) to perform a number of useful functions to manage your client lists and lodgment obligations.

    On this page:

    Adding and removing clients

    For information about adding a client and how to remove a client from your practice list, including the details you need to update so we no longer contact you about the client, refer to:

    Clients who do not have an obligation to lodge – registered tax agents

    You can use the PLS client update transaction to advise us about a return not necessary (RNN) for a specific year or further returns not necessary (FRNN) for tax returns for all future years. You can also use Online services for agents to lodge a non-lodgment advice for your eligible individual clients.

    Lodging an FRNN advice will not remove the registered agent number from the client's records.

    You cannot lodge an RNN for regulated super funds as it is compulsory for this entity type to lodge a fund tax return unless it was wound up in a prior year. This function is unavailable in Online services for agents and PLS to ensure that if lodgment does not occur, we will take compliance action.

    See also:

    Lodgment status reports

    You can download various reports to help with your clients' lodgment obligations:

    • Practitioner lodgment service     
      • Income Tax lodgment status service
      • Activity Statement lodgment report.
    • Online services for agents
      • On demand reports
      • Income tax lodgment status report

    See also:

    Accessing client lists in PLS

    You can obtain reports through the PLS, including client lists and due lodgment reports.

    See also:

    Last modified: 26 Nov 2019QC 34558