Issue

The incorrect tax agent was chosen when submitting the annual return to the Tax Agent Administration. How do I get the correct tax agent to lodge the return?

Resolution

To resolve this issue you will need to reject the return at the Business level and then update the tax agent who will lodge the return.

Step 1 - Reject Return from the Business Level

Navigate to Business level > Periodic Processing > Tax Agent Administration

1. Next to the incorrectly chosen tax agent, click on View under Lodgments (Pending)
   
   
   
   
2. From the Lodgment Awaiting Submission screen, click on the ellipsis on the right
3. Click on View
   
   
   
   
4. Click on Reject
   
   

Step 2 - Update the tax agent who will submit the return to the ATO

Navigate to Fund level > Periodic Processing > Browse Tax Lodgments

1. Click on the relevant financial year
2. From the Tax Lodgment screen, select the correct tax agent from the dropdown list for the "Tax Agent who will be lodging this return" field
   
   
   
   
3. Click on Submit