top of page

Making the most of the ATO’s client communications list


The ATO is working with the government to transfer its services online. And as digital interactions increase, tax practitioners should be able to access more correspondence via the ATO’s “client communication list” (CCL) rather than traditional paper mail.

The CCL function in the tax agent and BAS agent portals gives practitioners online access to communications the ATO has issued to your clients. The CCL displays correspondence sent via a range of channels, such as myGov, email, SMS and paper.

Tax practitioners should be able to:

view most letters, emails and SMS messages as soon as the communication has been sentsee communications for your clients who have linked the ATO to their myGov account, andaccess up to five years of communications.

For now, not all of the ATO’s communications with you and your clients are available in the CCL. However the ATO promises that it will continue to progressively add more communications types to enhance this function further.

Tax agents can access:

notices, such as notices of assessmentstatements of accountpayment arrangement letterspayment or lodgment remindersletters about PAYG instalmentsletters about super contributions from employersreferral warning letterstax receipts.

BAS agents can access:

payment arrangement letterspayment or lodgment remindersletters about GST registrations.

The ATO says there are many benefits for tax practitioners in using the CCL in their practice, including:

seeing correspondence for clients daily, at a time that suits youaccessing correspondence as soon as it’s issued by the ATO, rather than waiting for paper correspondence to arrive, andaccessing up to three years of correspondence for new and current clients, helping you better manage their affairs.

Below is a short video (2.5 minutes) from the ATO that explains more about the CCL. This video features information about:

the need for electronic access to correspondencehow the CCL worksrefining searches.

0 views0 comments

Comments


bottom of page