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Tax Australia: Refresh Tax agent

Refresh Tax Agent Details inside a Tax Return

Updated over a month ago

  • If you only have one Tax Agent:

Follow the below steps:

  • create a Dummy Tax Agent in Tax agent console.

  • create a Tax agent called NONE.

  1. Open Tax Manager and go to the Client.

  2. Change the Status of the Tax Return to Started.

  3. Go to Return Defaults.

  4. Click on Edit Mode and change the Tax Agent to NONE.

  5. Open the return and the Return Integrity Check window will come up. Error dialogue box may appear.

  6. Click OK and open the return, click Save and Close.

  7. Go to Return Defaults again and revert back the original Tax Agent.

  8. Open the return and the Return Integrity Check window will come up again.

  9. Check the areas below:

a) Declarations, Tax Agent’s Declaration, Contact Name.
b) For FBT form: Item 9 Name of the person to contact.
c) If need be, re-enter the details and review the return before Saving & Closing.

Change the Status of the return to the original status.

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