A Step-by-Step Guide
The ATO has sent you an information request – now what? Responding the right way is critical. Mishandling the process can escalate a simple query into a full-blown review.
Step 1: Read Carefully
Identify exactly what the ATO is requesting — period covered, types of records, and specific tax categories.
Step 2: Seek Clarification if Needed
Never assume. If unclear, ask the ATO for clarification in writing.
Step 3: Gather Documentation
Prepare BAS statements, reconciliations, invoices, contracts, and any other supporting records promptly.
Step 4: Meet Deadlines
Timely responses demonstrate cooperation. If more time is needed, request an extension early.
Step 5: Centralise Communication
Nominate one point of contact within your business (or an external advisor) to liaise with the ATO.
Step 6: Keep Records
Maintain a log of all communications. This creates a trail for future reference.
Step 7: Consider Specialist Support
If the request appears complex or significant, seek professional guidance.
Final Word
Handled correctly, an ATO information request can be a routine matter. Handled poorly, it can open the door to broader reviews. Preparation, organisation, and transparency are your best defences.
BTG can help.
BTG International has helped some of the worlds most respected companies prepare for and/or manage an Indirect Tax review. Call us on 1300 650 258, email contact@btgi.com.au or leave your details and we will be in touch.
