ATO tax records
Notify the ATO and engage a tax agent if needed for final individual returns and any deceased estate returns
Some steps differ by region inside the country.
Where
The ATO, or their tax agent or accountant.
How
Look for notices of assessment, PAYG summaries, and ATO letters in their files and email, all of which show the tax file number.
Phone their tax agent if payments to one appear on their bank statements.
Register as the legal personal representative so you can access their full tax history.
Request a statement of account to see whether anything is owing or refundable.
What to bring
Their tax file number
A certified copy of the death certificate
The grant of probate or the will
This is practical information, not legal, medical, or financial advice.