06 / When you need a clear next step
ATO Support
Work through ATO correspondence and outstanding matters with an organised approach.
Who this is for
Support for your
next step.
For individuals and small businesses seeking help understanding tax correspondence, amendments or overdue lodgements.
Start by identifying the issue, the relevant periods and any stated response date. The next step depends on the matter and the available records.
Proposed scope — confirm before publication
What the support can cover.
01
Assistance understanding ATO correspondence
02
Amendments and overdue lodgements
03
Payment arrangement assistance
04
Coordination of the information needed to respond
Where the scope stops.
ATO reviews, audits, objections and disputes need a separate scope and capability assessment. Acceptance of a payment arrangement or other ATO decision cannot be guaranteed.
To get started
Bring the context.
We will discuss the detail.
— The type of notice and any stated response date
— The tax periods and entities involved
— A summary of action already taken
— The records available to explain the matter
These are preparation prompts, not a request to upload sensitive records. Use the first enquiry to describe your situation.
How it works
A considered process.
A clearer way forward.
01
Tell us what you need.
Share a little about your situation, the question you want answered and any relevant timing.
02
Agree on the scope and fees.
Understand the work proposed, the information needed and the fees before deciding to proceed.
03
Get clear advice and ongoing support.
Work through the agreed steps, with explanations you can understand and further support where agreed.
No work begins until the scope, responsibilities and fees have been agreed.
Before we begin
A few useful answers.
Can you guarantee the ATO will accept a request?
No. Decisions remain with the ATO and depend on the circumstances.
What if a notice has a response date?
Mention the date in your enquiry. Sending an enquiry does not confirm an engagement or extend an ATO deadline.
A clear place to start
Let’s make your next
financial step clearer.
Tell us what you need help with. We can discuss the next step and the support that may suit your situation.