If the client is deceased, entering the date it occurred will cause the following:
The Age field will no longer increase.
You will be prompted to set the client type to Non-current.
The client’s tax return will have the deceased date auto completed.
Only these titles are allowed for a deceased taxpayer:
EF (Executor for).
RF (Representative for).
TF (Trustee for).
Update Clients Detail:
Highlight the Client, and click Edit.
Change the title in the Details section and complete the Deceased field date.
Click Save.
Change the status to non-current, click Yes or No and then click Save.
The return can now be completed and lodged.
Note: If you are completing a tax return for a deceased person, or your spouse died during the year, the ATI amount is automatically adjusted and calculated in the tax return according to the ATO: Adjusted taxable income (ATI) for you and your dependants (Completing a tax return for a deceased person).