• How do I request a refund?

    This ‘How do I’ lesson commences from the homepage of the Tax Agent Portal after you have logged in.

    If you do not know the client’s ABN and/or TFN, you can find the client on the directory.

    Step 

    Action 

    Result 

    1. 

    Enter the client’s ABN or TFN on the Homepage in the relevant field under ‘Your clients’ and choose ‘Client accounts’ from the drop down menu.

    Then select the Search button.

    The ‘Client account list’ screen will be displayed.

    2. 

    Select the Refund request button.

    Choose the account you wish to request a refund from.

    The ‘Refund request’ screen will be displayed.

    3. 

    Enter the relevant details and select the Continue button.

    The signing screens will be displayed.

    4. 

    Read the terms and conditions and if you agree digitally sign this transaction.

    The ‘Refund request confirmation’ screen will be displayed.

    A refund request will not be able to be processed in certain circumstances. These include:

    • the refund request is for less than 50 cents
    • the account balance is less than 50 cents
    • there are outstanding activity statements, or
    • the financial institution details are either incorrect or missing.
     
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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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