Get Ato Early Engagement Advice Request

The Ato Early Engagement Advice Request form allows privately owned and wealthy groups to discuss the tax implications of complex transactions with the Australian Taxation Office (ATO) at an early stage. This guide will provide you with a clear, step-by-step process to complete the form effectively.

Follow the steps to successfully complete the Ato Early Engagement Advice Request.

1. Press the ‘Get Form’ button to obtain the form and open it for completion.
2. In Section A: Contact details, enter the name of the contact person for this request along with their preferred contact number, specifying either a mobile or landline number, including the area code. Also, indicate the relationship of the contact person to the individual or entity involved in the transaction.
3. Confirm if the contact person is authorized to contact the ATO on behalf of the taxpayer. Make sure to familiarize yourself with the definition of authorized contacts by referencing the relevant information on the ATO website.
4. In Section B: Taxpayer details, provide the name of the individual or entity related to the transaction. If applicable, include the Australian business number (ABN) and/or tax file number (TFN). While providing ABN or TFN is not mandatory, it can assist in processing your request more swiftly.
5. Move to Section C: Questions, issues and facts. Select the relevant transaction tax type(s) that apply to your situation, such as income tax or goods and services tax.
6. In the transaction details section, you can summarize the transaction and any pertinent facts, commercial drivers, and critical dates. You may also attach supporting documents, diagrams, or flowcharts that detail the transaction structure.
7. Ensure to include any proposed questions, issues, and an overview of how you believe the law applies to those inquiries, citing any ATO views relevant to your situation.
8. Once you have completed the form, save your changes. You can then choose to download, print, or share the form as needed.
9. Finally, submit your request via email by attaching your saved form and any supporting documents, or by faxing a printed version of your request to the provided number.

Complete your Ato Early Engagement Advice Request online today to ensure a smooth communication process regarding your complex transactions.