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    Enter client information

    The Enter client details screen displays fields for the number of clients (up to 10) you selected on the Applicant details screen. If you selected more than 10 clients on this screen, only one set of client detail fields is displayed. You will need to enter the details of the first client, and then attach the details of additional clients as an attachment.

    Help entering client details


    Select the link for the help you require to:

    To enter client details


    For each client enter:
     

    • a valid Australian business number (ABN) or tax file number (TFN), and/or the client’s legal/main name
    • select Next.

    The Confirm client information screen will be displayed.

     

    Entering a client name without an ABN/TFN will affect how the portal displays client details for your confirmation.

    The Confirm client details screen displays client details for you to confirm.

    If you entered a TFN or ABN for a client in your client directory in the Enter client details screen, the portal will retrieve and display the ATO record of client name for that TFN/ABN.

    The portal is not able to retrieve ATO client records when you enter only a client name or a TFN/ABN for a client not in your client directory.

    To confirm client details


    On the Confirm client information screen:

    The File attachments screen will be displayed.

     

    Select the Back button if the details are incorrect. You will be taken to the Enter client details screen where you can correct the client details.

    Details entered in this application will not update our records. You can add a client and update our client records in the Your clients function of the portal.

    Details displayed

    If you entered: 

    In the ‘Confirm client information’ screen, the portal will: 

    an ABN/TFN only (without a name) for a client in your client directory

    retrieve and display, for you to confirm, the ATO recorded legal/main name for the TFN/ABN entered.

    You will be able to edit the ABN/TFN for the portal to re-confirm.

    an ABN/TFN only for a client not in your client directory.

    display only the information you entered for you to confirm, and

    require you to enter a legal/main name.

    an ABN/TFN and a legal/main name

    retrieve and display for you to confirm the ATO recorded legal/main name for the TFN/ABN entered.

    If the retrieved legal/main name is different from the name you entered, the portal will overwrite the entered name.

    an ABN/TFN and a legal/main name for a client not in your client directory

    display only the information you entered for you to confirm.

    a legal/main name only, regardless of whether the client is in your client directory.

    display only the information you entered for you to confirm.

    The portal cannot retrieve ATO records when you enter only a name.

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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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