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Re: outstanding tax return lodgement

This post is archived and may not be up-to-date.

Newbie

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Replies 2

Hi,

 

We have rencently enrolled in one client who has outstanding trust tax return needs to be lodged. Just would like to know, are we suppose to take care of this previous outstanding tax return or should ask client to contact the previous accountant for lodgement? Thanks

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Most helpful response

Former Community Support

Replies 1

Hi @cindygou,

 

Thanks for getting in touch!

 

This is something you'll need to discuss with the client and whether they'd like you to lodge the outstanding return or have the previous agent lodge for them.

 

Ultimately, it's the client's responsibility to ensure their tax obligations are up to date.

 

Thanks, JodieH.

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Most helpful response

Former Community Support

Replies 1

Hi @cindygou,

 

Thanks for getting in touch!

 

This is something you'll need to discuss with the client and whether they'd like you to lodge the outstanding return or have the previous agent lodge for them.

 

Ultimately, it's the client's responsibility to ensure their tax obligations are up to date.

 

Thanks, JodieH.

Devotee Registered Tax Practitioner

Replies 0

@cindygou @JodieH 

 

From my experience, it is unlikely that your new client will want to deal with their former Accountant.

ATO Online has Tax Returns lodged by a former Accountant.

 

One of the difficulties with a new client with outstanding lodgements is to bring them up to date in a timely and cost efficient manner. Those with FY18 Return not lodged by June 2019 have a 31 October due date for FY19. Outstanding Lodgements not fixed in a reasonable timeframe may well affect your Lodgement Program.

Duncan