Duties Lodgments: Payments and refunds

Access your assessment notice via Current Notifications on the Client Profile page or the Notifications screen.

You can either send the assessment notice to your client for them to make payment or you can debit your CIPA if you have linked it to the system.

If you choose to debit your CIPA, your client must have provided you with cleared funds in your trust account.

• Payments made via a CIPA will have funds debited when the payment is processed.
• The Pay function on the Client Profile page will only be available if you have linked your CIPA.

When viewing an assessment notice you will see the preferred payment options listed at the bottom of page one. Other payment options and details are listed on page two of the assessment notice.

There are two ways to pay by CIPA.

Option 1

Click Pay in the left-hand menu.

• The assessment notices due for payment will be listed on this screen.
• You can view the assessment notice if required before making payment.

To process your payment, tick the box/boxes on the right-hand side of the screen.

Click Pay  to progress to the next screen.

Confirm the CIPA details, the amount to be debited and click Submit. You will need to confirm your action.

• Click Yes and you will receive payment advice with details of the payment.
• You can save and/or print the payment advice.
• Once closed click OK to return to the Client Profile page.

The certificate of duty can be printed after you have provided all mandatory information (e.g. date of birth for an individual or ACN for a company) and once the transaction status has been updated to Endorsed.

Option 2

Click Account Enquiry from the left menu. This option is useful if you have multiple transactions in a bundle. Select the transactions you want to make payment for instead of paying for the entire bundle.

Tick the transaction(s) you wish to make payment on and click Pay.

Click Yes to confirm your action and you will receive payment advice with details of the payment.

You can save and/or print the payment advice.

Once closed click OK to return to the Client Profile page.

Step 1

Go to the Search Transactions screen and access the transaction you wish to request a refund for.

The transaction must have a status of ‘endorsed’.

Step 2

Click Add Information.

Step 3

Select:

• Information category - additional information 
• Information type - Assessment/Reassessment Requests
• Relevant request type - Information Value (e.g. First Home Owner Rate of Duty).

Step 4

Select the refund method.

If by EFT, enter the details an Australian bank account.

Step 5

Upload a bank statement and identification of the account holder.

Provide a letter of authorisation signed by all taxpayers if the refund is requested to be paid into an account not held in the name of all taxpayers.

Step 6

Submit the request and accept the declaration.