TABLE OF CONTENTS


Read here original https://teresatranassociates.freshdesk.com/en/support/solutions/articles/36000588801-procedure-to-prepare-tasks-for-deceased-death-estate



QC49236 Last updated 1 May 2025 - Checklist: what to do when someone dies

6. Notify us that you are managing the estate

You can tell us you will manage the deceased estate's tax affairs by submitting an official notification of death. We will add your name to the estate's records.

  • If you are the deceased person's authorised LPR, with grant of probate or letters of administration, you will have full authority to manage the deceased's tax affairs.
  • If you are not the authorised LPR, we can still help you. However, there are legal restrictions on the information and funds we can release to you.


QC49903 Who can notify us

Check who can notify us of a death and who will manage the estate.


To officially notify us of a person's death, you need to provide either the death certificate or a grant of probate or letters of administration. You may need to provide other supporting documents, depending on the circumstances.

If you don't have the supporting documents yet, you can phone us to let us know unofficially that the person has died.


Official notification of death

Usually, the person who officially notifies us of a person's death is a:

  • relative
  • executor or administrator of the estate
  • legal practitioner, BAS agent or tax agent who previously represented the deceased person, or has been appointed by the executor or administrator.


Notification of who will manage the estate

Only the executor or administrator of the estate can nominate to manage the estate.

Once appointed as either executor or administrator, they can appoint a legal practitioner, tax agent or BAS agent to help them manage the estate


QC40481 Last updated 2 June 2025 - Doing a final tax return for the deceased person

Notice of assessment, refunds and tax owing

We will send the notice of assessment to you, including details of any refund or tax owing.

You must provide for any tax owing before distributing the estate's assets to the beneficiaries. If this is not done, you may be personally liable for any tax owing.

If you are the authorised LPR, we will release any refund or franking credits to you.

If there is no authorised LPR, we will assess whether we can release refunds or franking credits. We may take into account:

  • the terms of the will, if there is one
  • the rules of succession, if there is no will.



Procedure:

OPTION 1: Do the paper form 

Mail to ATO 

  • ATO form Notification of a deceased person (NAT 74279, PDF 241KB)  qc 67531
  • death certificate (certified copies)
  • change of name certificte/birth certificate/ marriage certificate if decease name doesn't match ato
  • grant of probate or administration letter
  • TT letter head asking us to be nominated

You can also attach documents that allow ATO to know that the LPR also notify us as the tax agent (see Jenni - Loan Norris case)

AUSTRALIAN TAXATION OFFICE
PO BOX 3006 PENRITH NSW 2750


OPTION 2 online form 

  1. Use this link: Notification of a deceased person | Australian Taxation Office, and complete the online NDP (notification of the deceased person) form.  
  2. In the form, fill in the TFN of the decease, dob of decease, date of death, etc.

  3. fill in our tax agent number


  4. Print the summary -> email to the LPR -> client will need this as the Australia Post outlet

  5. The LPR (NOT TT - See Christopher Norris' mistake where J misread the ATO article and thought TT had to go to the post office) goes to the Australian Post to verify themselves. Read the form attached below (David Wexler case as an example on supporting documents) O0OM-FZGI-H14W-G5. pdf  













Once ATO receives those documents, we will have full authority to manage the deceased's tax affairs. Note that the process might take up to 28 days from the date we got the notification 


SPECIAL NOTE: THE LPR MUST HAVE EITHER A GRANT OF PROBATE OR A LETTER OF ADMINISTRATION TO HAVE FULL AUTHORITY TO MANAGE THE DECEASED'S TAX AFFAIRS. 


THEY MUST PROVIDE THIS OR REQUEST THEIR LAWYER TO DO THIS -> PUSH THEM TO GET THIS FROM THE LAWYER !!!! -> SEE DAVID, WEXLER CASE [#201354] Late David Wexler - Notification of a deceased person - TT TRAN : Teresa Tran & Associates 







QC32562

https://www.ato.gov.au/forms-and-instructions/deceased-estates-notify-us-of-a-death-online-form

QC67531

https://www.ato.gov.au/forms-and-instructions/deceased-estates-notify-us-of-a-death-paper-form