1. Apply TFN for the deceased estate by:

2. Notify ATO that we are the tax agent of the deceased estate:

  • The person who is authorised by the deceased's estate will be called as a legal personal representative (LPR). This personal will have full authority to manage the deceased's tax affairs. The LPR is usually the executor named in the will or an administrator appointed by the court.
  • You will need to have a grant of probate from the Supreme Court or a grant of letters of administration from the Supreme Court. 
  • The LPR need to notify ATO that they are managing the estate and appoint us as the tax agent if the LPR wish us to assist with all the deceased's estate tax affairs by:
    • Providing the documents below to ATO:
    • Death certificate 
    • Will
    • Grant of probate from the Supreme Court
    • Complete the form notification of a deceased person - see attachment
    • Mail all the above documents to ATO 
      • AUSTRALIAN TAXATION OFFICE 
      • PO BOX 3006 
      • PENRITH NSW 2750
  •  Once ATO receives those documents, we will be able to have full authority to manage the eceased's tax affairs

3. Lodge a final tax return for the deceased person:

  • Check with the lawyer for the deceased's trust bank account ==> update all the account details in ATO to the deceased's Trust account.