What You Need to Know Before 31 October

If you’re getting tax help through an accountant (like us), there’s an important deadline coming up: 31 October. The ATO requires that new income tax clients be added to your accountant’s client list by that date so they can be included in the lodgement program and receive the correct due dates. (Australian Taxation Office)

Here’s what that means for you and how D&B Accountants will make sure everything is set up properly.

Why the 31 October Deadline Matters

• If you engage us after 31 October, your tax return may not be eligible for the extended lodgement dates that registered tax agents get.
• You may lose out on the benefits of agent lodgement (extra time, smoother deadlines).
• Also, being on the list in time ensures you get correct due dates for your lodgements without confusion.

What You Should Do (as a client)

1. Decide your accountant by 31 October If you want us to handle your tax return, make sure our firm is your registered agent before 31 October.
2. Provide us with your details early We’ll need your personal information, income, expenses, and any necessary documents so we can register you properly.
3. Check no outstanding returns or debts To qualify for the extended lodgement program, all previous year tax returns should be up to date, and you shouldn’t have unresolved ATO debts or compliance issues.

What D&B Accountants Will Do for You

• We’ll add you to our client list before the 31 October deadline, so you qualify for the lodgement program.
• We’ll prepare your return on the correct timeline, with all due benefits of agent lodgement.
• We’ll monitor any changes to due dates or rules and ensure you’re kept in the loop.
• If there are any problems (missing returns, outstanding issues), we’ll help you fix them promptly.

Final Thought

Meeting the 31 October cutoff is a small but crucial step in ensuring your tax affairs are handled properly and with all the advantages you’re entitled to. As your accountants, D&B Accountants will take care of the registration and deadlines, so you don’t have to worry.

If you haven’t already confirmed us as your tax agent, let us know today.we’ll make sure you’re set up in time.