Check with client before issuing an on-the spot refund Print E-mail

The Tax Office has recently advised that if a tax agent is intending to give their client a refund before the client's notice of assessment has been issued, there is certain information that tax agents should seek.

In particular, tax agents should request further information regarding any possible debts with other government departments (eg. Child Support or Centrelink).

The agent needs to:

  • obtain this information from the client, or
  • be an authorised contact for the client with that department so that the agent can contact them on their client's behalf.

A registered tax agent is able to represent their client in matters with the Tax Office.

The proof of identity (POI) requirements that a registered agent goes through with the Tax Office allows them to access or update information held on their client's accounts. However, they hold no authority for other government departments. The tax agent will need to take separate action to become an authorised contact for the client with other departments.

The Tax Office has recently made changes to the POI requirements for registered tax agents and BAS agents.

 

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