Accountant retired and locked your digital tax records
Request a complete digital export of your accounting records, prior filings and any client-owned documents from the retiring accountant or successor firm.
What to do next
- Request a complete digital export of your accounting records, prior filings and any client-owned documents from the retiring accountant or successor firm.
- Check which tax records you can retrieve directly through the relevant tax portal.
- The ATO describes agent retirement and transfer obligations, but software subscriptions, data portability and access rights depend on the platform and engagement terms.
Recommended service or product
Australian Taxation Office
Australian Taxation Office is a relevant starting point for this task because it offers the official service, tool or product category used in the steps above.
Open Australian Taxation Office — official websiteWhat to check before deciding
Check which tax records you can retrieve directly through the relevant tax portal. The ATO describes agent retirement and transfer obligations, but software subscriptions, data portability and access rights depend on the platform and engagement terms.
Frequently asked questions
What details should I verify about accountant retired and locked your digital tax records?
Request a complete digital export of your accounting records, prior filings and any client-owned documents from the retiring accountant or successor firm.
What is a sensible follow-up for accountant retired and locked your digital tax records?
Check which tax records you can retrieve directly through the relevant tax portal.
What should I do next if the issue with accountant retired and locked your digital tax records remains?
The ATO describes agent retirement and transfer obligations, but software subscriptions, data portability and access rights depend on the platform and engagement terms.
Which details are most important for accountant retired and locked your digital tax records?
ATO discusses retirement/transfer of tax agent practices; access and record ownership depend on service agreement