Who we help

Help understanding an ATO letter or tax office notice

ATO letters can be time sensitive. The first step is to read the full notice, identify the deadline, and gather the records connected to the request.

Tax statements and accounting records ready for review

How support starts

Scope the matter before records are requested

Do not ignore an ATO letter, and do not respond with incomplete information before understanding what is being requested. The office can review the correspondence and explain what records are likely to be needed for a careful response.

What the office can help review

  • Checking ATO letter dates and requested information
  • Gathering tax return, BAS, payroll, or rental records
  • Reviewing previous responses or assessment notices
  • Preparing documents for a response after the notice is reviewed
  • Explaining practical next steps after the notice is reviewed

Preparation checklist

  • The full ATO letter or notice, including all pages
  • The tax return, BAS, payroll, rental, or business records connected to the period
  • Receipts, invoices, bank statements, and prior accountant details where relevant
  • Any portal messages, previous responses, or deadline extensions already received

Related services

Services connected to this situation

Individual tax returns

Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.

View Individual tax returns

Resources

Helpful reading before you contact the office

Tax statements and accounting records ready for review

What to do when you receive a letter from the ATO

Most ATO letters are routine. The worst outcomes come from ignoring them or responding without records — here is how to read one calmly and act.

Read resource
Tax forms, a calculator, and paperwork arranged for review

What to bring to your tax return appointment

A practical checklist for income statements, deductions, rental and investment records, and ATO correspondence — plus what the pre-fill does not cover.

Read resource

Questions

ATO letter recipients questions

Should I wait until the ATO deadline is close?

No. Contact the office early so the deadline, requested information, and records can be reviewed before time becomes limited.

What if I do not understand the letter?

Bring or provide the full letter through the process confirmed by the office. The accountant can review what the ATO is asking for and explain the next step.

Can I upload the letter with the enquiry?

No. Use the public enquiry form only for general contact details and a short description. The office can confirm how documents should be provided.

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM