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Issues & Refund Queries( office Use Only)
Office Use Only > OFFICE NETWORK CENTRE > USEFUL LINKS OFFICE ONLY
Issues or Refund Matters
CLIENT TYPE 1
1st Time Client
EXISTING
Title
-
Mr
Mrs
Miss
MS
AM / PM*
Am
Pm
Staff Member Handling Matter
Anne
Garry
Jon
Contact Details
WHAT IS THE ISSUE
Refund is Late
Refund is Smaller
Wrong Bank Account Details
Change of Maiden Name
Other
Actions
ACTIONS
Print out our Estimate
ATO Portal Assessment
Work Out The Difference reason
Amend if Necessary
Advise Client telephone/Email
ACTIONS
Hecs Debt
Medicare Levy surcharge-No PHI
Work Out The Difference reason
Advise Client telephone/Email
Paid Maturnity Leave Ommitted
Rebate reveresed by ATO
Incorrect Return Info Lodged
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|
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|
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|
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|
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|
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