Handover checklist for not-for-profit administrators
What happens when your not-for-profit organisation’s treasurer leaves? How does the incoming Treasurer know what to do? Here’s a handy checklist to help!
This ATO checklist is for use when your organisation is:
- not-for-profit, and
- changing the administrator of its tax affairs – for example a treasurer, office bearer or employee involved in the tax administration of your organisation.
The checklist will help your organisation hand over its tax affairs to a new administrator.
To help things run smoothly the ATO recommends:
- you arrange a meeting between the outgoing administrator and the incoming administrator to exchange information, documents and files
- the outgoing administrator provides their contact details in case the new administrator needs more information.