MEMBER 91 writes:
"A couple of days ago I received a report from the ATO concerning concessions for closely held entities. The worrying aspect is that the majority of the taxpayers listed are no longer my clients. They were clients some years ago, so why am I getting this information? The clients are not accessible via the Portal and not listed on any client reports generated from the Portal. A further aspect is that there is an eligibility code legend but, where a client's eligibility code is blank, then what does this mean? The email states that the status has been reviewed - then does blank mean the client is eligible or something else - it would be most helpful if it was stated with no ambiguity that the 'blank' clients are the eligible clients.
Again, a situation of being sent information from the ATO which requires more work than necessary, as well as privacy considerations in receiving information about former clients."