checklist and pink highlighter

Use this ATO checklist when your organisation is: not-for-profit, and changing the administrator of its tax affairs – for example a treasurer, office bearer or employee involved in the tax administration of your organisation. The checklist will help your organisation hand over its tax affairs to a new administrator.

To help things run smoothly the ATO recommends:

  • you arrange a meeting between the outgoing administrator and the incoming administrator to exchange information, documents and files
  • the outgoing administrator provides their contact details in case the new administrator needs more information.

View checklist

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