Client's preference for digital communications
With their client's written authority, registered tax agents can set up digital communication preferences for clients for the following client communications.
These communications can be sent to a tax agent's client mail inbox by the Agent digital channel.
Communication preferences can only be set for communication types a client has authorised their registered agent to act on.
BAS agents can only set communication preferences for activity statement related and debt communications.
Income tax
The digital communications for income tax are:
- Adv – AMIT notice of assessment – EFT
- Div 293 – Notice of Assessment
- Income discrepancy finalisation letter
- Income tax – Certainty check – Requirements met
- Income tax – Individual – Tax receipt
- Individual income tax – Processing delay advice
- Lodgment – Early reminder notice
- Lodgment – Overdue – Advise if there is a problem
- Lodgment – Overdue – Avoid further action
- Lodgment – Overdue – Avoid further action and penalties
- Lodgment – Overdue – Final notice
- Lodgment – Overdue ؎ Lodge now
- Lodgment – Overdue – Reminder
- Lodgment – Overdue – Take immediate action
- New PAYG instalment – Individual / Consolidated group member
- New PAYG instalment – Introduction
- New PAYG instalment / Payment options
- Notice of assessment – Company or Fund – EFT refund
- Notice of assessment – Company or Fund – Payment due
- Notice of assessment – Individual or Trust – EFT refund / Payment due
- Notice of assessment – Individual or Trust – Payment due
- Notification of a mistake in your income tax return
- PAYG instalment – Entitlement advice
- PAYG or FBT Instalment(s) credited after the processing of a return
- Payment – Superannuation Div 293 tax – Account discharge liability
- Payment summary – Interest withholding tax
- Penalty notification – Failure to lodge
- Penalty payment – Administrative penalty incurred
- Penalty warning – Lodgment
- Registration confirmation / update – PAYG instalments allowed
- Registration confirmation / update – PAYG instalments consolidated group allowed
- Registration update – PAYG instalments disallowed
- Statement of account – Payment slip
- Statement of account – Possible refund
- Superannuation – Excess concessional contributions – Determination advice
- Superannuation – Excess concessional contributions – Information sheet
- Superannuation – Excess non-concessional contributions – Determination.
The following communication types will not be sent to agents' Client mail inboxes but will still be visible in Communication history:
- Notice of assessment – Div 293 tax – EFT refund / Payment due
- Payment – Superannuation Div 293 tax – Release authority
- Superannuation – Div 293 tax – Assessment advice.
Superannuation
The digital communications for super are:
- ENCC Default Election Outcome
- PAYG payment summary – Superannuation lump sum / Departing Australia superannuation payment
- SHAsa annual statement
- SHAsa opening account statement
- SHAsa payment confirmation advice
- SMSF – Trustee obligation advice
- Statement of account – Superannuation – EFT refund / payment due
- Statement of account – Superannuation – Payment slip
- Superannuation – Nominate active super fund account
- Superannuation – Unclaimed super money – Rollover benefit statement – Individual
- Superannuation contribution – Fund/RSA account required
- Superannuation entitlement overpayment transfer advice individual
- Superannuation government contribution entitlement paid
- Superannuation guarantee – Account transfer advice
- Superannuation guarantee – Overpayment advice – No action required.
Study and training support loans
The digital communications for study and training support loans are:
- Notice of overseas levy
- Statement of account – Loan account.
Activity statement related
The digital communications for activity statement related are:
- Failure to lodge warning
- Indirect tax – Notice of assessment
- Lodgment – Overdue – Advise if there is a problem
- Lodgment – Overdue – Avoid further action
- Lodgment – Overdue – Avoid further action and penalties
- Lodgment – Early reminder notice
- Lodgment – Overdue – Final notice
- Lodgment – Overdue – Lodge now
- Lodgment – Overdue – Reminder
- Lodgment – Overdue – Take immediate action
- Penalty payment – Failure to lodge activity statement
- Penalty payment – Failure to lodge GST
- Penalty payment – Failure to lodge FBT
- Penalty payment – Failure to lodge PAYG withholding
- Registration cancellation – GST
- Registration cancellation – PAYG withholding and branch
- Registration confirmation – Fuel tax credit
- Registration confirmation – GST branch
- Registration confirmation – PAYG withholding and branch
- Registration update – GST lodgment cycle
- Registration update – PAYG withholding payment change
- We are holding your refund
- We have finished our pay as you go (PAYG) withholding review
- We have reviewed your pay as you go (PAYG) withholding amounts
- We have revised your activity statement
- Your activity statement details have changed.
Debt
The digital communications for debt are:
- Confirming your payment plan
- Credit card payment failed
- Debt – additional payment overdue
- Debt – additional payment overdue multi account
- Debt – Overdue reminder
- Debt – Payment demand – Warning
- Debt – Payment required
- Debt – Re-engaging overdue debt
- Debt – Referral notification – Debt collection agency
- Debt – Warning notification
- Payment plan arrears – multiple accounts
- Payment plan arrears – single account
- Payment plan defaulted – multiple accounts
- Payment plan defaulted – single account
- Warning – additional payment overdue
- Warning – additional payment overdue multi account
- Your payment plan may default
- Your payment plan is in arrears.
Employer and business obligations
The digital communications for employer and business obligations are:
- Lodgment – Overdue – Taxable payments annual report
- Lodgment – Overdue – Taxable payments annual report – Further reminder
- Notice of assessment – Superannuation guarantee charge – EFT refund
- Payment – Superannuation guarantee additional charge
- Payment – Superannuation guarantee charge shortfall
- Penalty notification – Failure to lodge
- Statement of account – Payment slip
- Taxable payments annual report – Final reminder to lodge
- Travel agent COVID payment – Certificate of taxation information
- You may need to lodge a TPAR annual report.