Other requests: Portal Guide

Select this option to apply for a reassessment if duty on the transaction had been already been paid.

Step 1: Request for reassessment details

• Enter the Bundle ID of the transaction to which the reassessment request relates.
• Select the reason for the reassessment from the dropdown list and include any additional relevant information in the box provided.
• If you select EFT as the method of refund, you must provide a BSB and Account Number for an Australian bank account and provide a copy of the account holder’s identification.

Step 2: Upload supporting documents

• Upload any supporting documentation relevant to your request.
• If you select EFT as the method of refund, you must upload a copy of a bank statement and the account holder’s identification.
• Duties Information Requirements provides additional information about required supporting documentation.
• If your request for reassessment relates to a transaction for which duty has already been paid, upload a copy of the transaction record and endorsement (i.e. contract for sale and certificate of duty).

Step 3: Lodge the request

• At any time before lodging a request, you can click Save for later to save your progress.
• After clicking Lodge, you will receive an electronic declaration which you must accept for the lodgment to be successful. You will then receive a Request is successful notification.

If a transaction for property constitutes more than one dutiable transaction, duty will only be imposed once if certain criteria are met.

In the case of the sale of a home, duty would only be payable on the Offer and Acceptance (O&A). The Transfer of Land will be endorsed for nil duty on condition the O&A and Transfer of Land are in conformity. This includes the party names and the shares allocated to the parties.

Duty will not be applied on a subsequent transfer in certain circumstances, including certain transfers to a person related to the purchaser and transfers under an agency relationship. The substituted transferee provisions in the Duties Act allow for the purchaser to substitute their share in the contract of sale to a person who is related to them without further duty being applied. This must occur prior to settlement. Form FDA14 ‘Substituted Transferees’ must be completed and submitted to us with the O&A and Transfer of Land.

• For more information, see the Substituted Transferees Fact Sheet.
• For information about agency relationships, see Revenue Ruling DA 7 ‘Transfer Under Agency Relationship’.

Step 1: No double duty transaction details

• Enter the Bundle ID of the transaction to which the no double duty request relates along with any additional relevant information.

Step 2: Upload supporting documents

• Upload any supporting documentation relevant to your request. You can also access the Duties Information Requirements publication which provides additional information about required supporting documentation.
• Click on a listed document name to open the relevant form which you can complete, save to your computer the upload to the portal.

Step 3: Lodge the request

• At any time before lodging a request, you can click Save for later to save your progress.
• After clicking Lodge, you will receive an electronic declaration which you must accept for the lodgment to be successful. You will then receive a Request is successful notification.

Select this option to request the withdrawal of a transaction that has already been lodged under another Bundle ID.

Step 1: Duplicate transaction details

• Enter the Bundle ID of the transaction required to be removed, the replacement Bundle ID, the reason for the removal and any additional relevant information.

Step 2: Upload supporting documents

• Upload any supporting documentation relevant to your request. You can also access the Duties Information Requirements publication which provides additional information about required supporting documentation.
• Click on a listed document name to open the relevant form which you can complete, save to your computer the upload to the portal.

Step 3: Lodge the request

• At any time before lodging a request, you can click Save for later to save your progress.
• After clicking Lodge, you will receive an electronic declaration which you must accept for the lodgment to be successful. You will then receive a Request is successful notification.

Select this option if a transaction has been lodged in your account and there has been a change of agent, requiring a duties assessment to be issued to the new agent.

Step 1: Change of agent details

• Enter the Bundle ID, the name of the new agent and any additional relevant information.

Step 2: Upload supporting documents

• You must upload a letter advising that there has been a change in agent and provide details of who the new agent is.
• Ensure the original documents are exchanged with the new agent.

Step 3: Lodge the request

• At any time before lodging a request, you can click Save for later to save your progress.
• After clicking Lodge, you will receive an electronic declaration which you must accept for the lodgment to be successful. You will then receive a Request is successful notification.

Select this option to add and upload additional information to a previous lodgment. This is different to responding to a Requisition Request which is where we have requested specific information.

If you have multiple documents you will need to repeat this process for each attachment. Alternatively, you can scan all the documents as one and then upload the single file.

Step 1: Bundle ID

• Enter the Bundle ID to which the additional information relates, then enter a description of the additional information.

Step 2: Upload Supporting Documents

• Select Other Supporting Documents from the dropdown list.

Step 3: Lodge

• Click Lodge to submit the additional information. You will receive a Request is successful notification.

Submit a request for an assessment or reassessment of vehicle licence duty.

Step 1: Details of document

• Enter the date of the transaction, the duty rate, the dutiable value, a client reference (if applicable), and indicate whether the transfer has been registered with the Department of Transport.

Step 2: Dutiable property

• Click on the plus (+) sign, enter the vehicle details and click OK.
• Click Continue to proceed to the next section.

Step 3: Interested parties

• Click on the plus (+) sign next to the Transferee to enter details.
• You will need to enter details based upon whether the parties are individuals, companies, Government departments, associations or partnerships.
• You will also need to select the capacity that they are acting in.
• If you make an error when typing the details, you can edit the details or delete the entry and reenter the details.
• Once the transferee details have been added, click Continue to proceed to the next section.

Step 4: Upload supporting documents

• In this section, you will be provided a list of required documents for your particular transaction. You also have the option to upload other supporting documents to support your lodgment.
• Click on the document name to open the relevant form which you can complete, save to your computer, then upload to the portal.
• Select the Document type from the dropdown list. Locate the file on your device and click Upload.

Step 5: Lodge transaction

• Selecting Add new Document allows you to add additional transactions to this bundle. This should only be used for related transactions, for example, aggregated transactions.
• 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 State Revenue, you will receive an electronic declaration which you must accept for the lodgments to be successful. You will then receive a Lodgment is successful notification which allows you to download or print your Electronic Lodgment Form.