• Further information - applicant details

    This screen displays the current details and contact we have for your organisation. The details displayed on this screen differ depending on the reference type and number you entered on the Further information screen.

    On this screen:

    • if you entered a portal receipt number, examine all the details displayed to determine whether they accurately reflect the original private ruling application or objection
    • if you entered an ATO reference number, you will need to
      • confirm or edit the contact details 
      • enter the Australian business number (ABN) or tax file number (TFN) of your client  
      • enter the legal/main name of your client
    • if the details are correct, select Next.

     

    If there was more than one client for the original private ruling application or objection with an ATO reference number, enter the details for any one client.

    The Further information – details screen will be displayed where you can enter and/or attach the further information.

     

    The client details entered on this screen will not be added to an ATO case. Client details entered are used only for case identification. If the reference number and client details you supply do not match an existing ATO case, you will be contacted using the contact details you supply.

    Editing the contact details

    Changes you make to information on this screen will not be used to update our official records. The information is used for this application only.

     

    You cannot edit tax agent information. All other details can be edited.

    If your contact details have changed, you will need to notify us and the Tax Practitioner’s Board. For more information, refer to Changing your details.

     

    These fields are only displayed if you entered an ATO reference number on the Further information screen.

    Screen fields:

    Contact first name 

    The first name of the person in your firm we should contact about this further information submission.

    Contact last name 

    The last name of the person in your firm we should contact about this further information submission

    Contact phone 

    Only edit this number if it is different to the tax agent phone number.

    Enter the telephone number, including the area code, of the person in your firm we should contact about this further information submission.

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Relying on our information - our commitment to you

We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

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© Australian Taxation Office for the Commonwealth of Australia

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).