Update your client list
It is important to regularly review your client list and add new clients and remove those who no longer use your services.
Keeping your client list up to date will help to ensure that:
- new clients are covered by your lodgment program
- we don't contact you about your previous clients
- your lodgment performance percentage is accurate.
How to add and remove clients
You can add and remove clients from your client list using either:
The client lists produced by these online services may provide different views of your clients’ details.
The following tips will help when adding and removing clients:
- Add new clients to your client list by 31 October 2024 to ensure they are covered by your lodgment program for 2024–25. You cannot add them on the next business day.
- Before you remove a client, you must remove your contact details from all your client's roles. This includes removing your practice's email, phone number, business and postal address, financial institution account details and your name from their authorised contacts. This will avoid unnecessary contact from us about previous clients.
- Lodging a final return or completing a non-lodgment advice does not remove the client from your list.
- If you're unable to remove a client, refer to Client list has clients you no longer represent.