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  • Adding clients to your client list

    Before any lodgments or requests can be made through the PLS, you will need to ensure the client has been added to your client list. This is achieved using the client update (CU) service.

    While ELS created a link between client and agent upon receipt of a lodged form, this is not the case with the PLS. This is because the PLS uses near real-time checking to validate information on the form as you lodge it.

    Lodgments will not be accepted unless you create a link to the client by adding them to your client list.

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    Last modified: 21 Sep 2018QC 49409