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cub - add or delete a client - non-individual entities (PLS CUREL)

For more information about Client Update Forms see Client Update Forms via PLS.

Do not lodge the tax return before you have added the client to your income tax client list, or, if you only act for the client for activity statement purposes, your activity statement client list.

This is a multiple schedule. You can add and delete the same client at different times during the year if necessary.

You should not advise the address for a new client until you have received a validation report for the CUREL advising the new client.

To open the CUREL
  1. With the income tax return open, click CU Add/Delete client (CUREL) on the navigation pane ATO Forms. The cub form will open.

  2. Select a Type from the F10 drop-down.

  3. Press F3 or click the Validate icon to complete the form.

  4. Output and lodge in the normal way.

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