The Client Update (CU) form has been modified where client details are updated based on the 'Client' or 'Account' level.
To create a client update in HandiTax
Click on TaxForms, New.
Select the form type Client Update
Click Save, Select.
Select the role level to update in ATO systems- Enter X in either Client or Account
Client level - Identified within ATO systems, the client level is considered to be stored at the Income Tax Account. For Income Tax purposes, the service provides a client level link that give the agent access to all accounts.
Either a TFN or ABN must be present.
Account level - At the account level, one of the following must be defined.
Integrated Client Account
CAC (Client activity centre)
A Branch
Activity Statement Account
Note: Each will have a three digit account sequence number, for example, 001, 003, 010. However in the ATO online services, if the account number is 001, it is usually not displayed.
Some changes in the CU form in HandiTax include:
Client details are updated based on client or account levels.
Client Update Address (CUADDR) service provides the ability to apply an effective date and/ or end date.
Client Update Address (CUADDR) service allows for additional contact detail information.
Client Update Financial Information (CUFI) service allows for additional bank detail information. Please note that the CUFI can only be lodged at the account level - a Client Activity Centre (CAC) identifier is required such as a branch number or account identifier.
The CU Form can occassionally generate more than 1 item for lodgement even if only one CU Form is generated.
Note: Please be advised that the previous version of the Client Update (CU) form will no longer be accepted after the 29th March 2020.