As we move away from cheques, there are steps that you, your staff, and your clients can take to ensure refunds and payments are made electronically.
Receiving payments electronically is faster and more secure than cheques. To ensure your clients' refunds are deposited directly into their nominated accounts, their current bank account details must be included in each lodgment. This includes when you lodge multiple returns for them or for debit assessments.
If the bank account details are left off a lodgment, any refund for your client will be issued as a cheque. Any future payments will also issue as a cheque because bank account details are removed from the tax account if they aren't included in every lodgment.
If you've included bank account details but your client has received a cheque from us, it could be because there's an issue with the bank account details provided. Your clients may also receive cheques for accounts other than their income tax account. This includes payments for superannuation if we don't have the correct bank account details for the role.
You can view, add, update and delete the bank account details for your clients in Online services for agents.