We’re introducing a new Deduction Notice form in Adviser Online for advisers to submit a Notice of Intent to claim a tax deduction on behalf of their clients.
What’s changing
- A new digital Deduction Notice form will be available in Adviser Online.
- Advisers will be able to submit Deduction Notices on behalf of their clients, seamlessly through the digital form.
- New processing rules will apply, which will result in us automatically processing the maximum available amount for new claims where the requested amount exceeds the maximum amount available to claim. This will allow us to process your requests sooner.
What you need to do
- Use the new digital form to submit new, or vary existing, Deduction Notices.
- For new claims, please ensure the amount requested doesn’t exceed the maximum available amount that can be claimed if you want a different outcome than the maximum available amount.
- For variation requests, note that requests to vary down to below the minimum claimable amount will be processed only to the minimum amount possible (for example a request to vary down to $0 will be processed to $100 where $100 is the lowest amount that can be processed).
Need help?
For more information, please see Help Centre.