Connected entities exemption: Portal Guide

Select the request type and click Continue. The information you must provide will depend on the request type you select.

Pre-transaction decision request (s 261) or notice of notifiable event (s 264)

If you select pre-transaction decision request or Notice of Notifiable Event, you will proceed to the Upload the Application or Request Form section.

In this section, you will be provided a list of required and other optional supporting documents for your particular transaction.

• The required documents enable the lodgment to take place.
• The optional documents may be required for the transaction to be assessed but do not need to be lodged at this time.

Clicking on the document name will open the relevant form which you can complete, save to your computer then upload to the portal. You can then proceed to lodge your document.

Exemption application (s 262)

Select whether your request is in relation to an existing pre-transaction decision or a new application.

If it relates to a pre-transaction decision request, you will need to enter the original Bundle ID number.

Select the type of dutiable property involved in the transaction and the type of dutiable transaction from the dropdown list. Depending on your selection, you will need to enter further details which may include the dutiable transaction, the date of the transaction, the duty rate, the dutiable value or consideration, the number of no double duty transactions and a client reference (if applicable). Then click Continue.

From the dropdown list, select all types of dutiable property involved in the transaction and provide the required further details.

If land has been selected, click on the plus (+) sign to enter the volume, folio, certificate of title portion, lot number, survey type and survey number details.

Once all details have been entered, click Continue to proceed to the next section.

Click on the plus (+) sign next to each of the interested parties to add their details.

You'll need to indicate the party type, then enter the other required information based upon your selection.

This section provides a list of required and optional supporting documents for your particular transaction.

• The required documents enable the lodgment to take place.
• The optional documents may be required for the transaction to be assessed but do not need to be lodged at this time.

Select the Document type from the dropdown list, locate the file on your device and click Upload. Complete this process for all documents you are attaching to the lodgment.

At any time before lodging a transaction, you can click Save for later to save your progress.

After clicking Lodge to lodge the transaction with us, you will receive an electronic declaration which you must accept for the lodgments to be successful. You'll then receive a Lodgment is successful notification which allows you to download or print your Electronic Lodgment Form.