Streamline S290 tax deduction claims with North Online
You can now complete the S290 tax deduction claims process digitally, with less paperwork, fewer manual steps and clearer visibility of progress through Activity Management.
3 minutes
Whats new?
Submit tax deduction claims directly in North Online without needing to upload or return a signed form for the online process.
Claims submitted online are now processed through a more automated, straight-through workflow, with immediate updates once they’re submitted and finalised.
Workflow steps, notes, forms and progress updates are now consolidated into a single workflow, making Activity Management clearer and more efficient for advisers and support staff.
Why this matters
These improvements are designed to reduce admin, improve
efficiency and help you spend less time chasing paperwork and more timesupporting better client outcomes.
Key benefits include:
- Faster claim processing and immediate transaction updates
- Less manual handling for advisers and support staff
- A clearer, more streamlined workflow through Activity Management
- Support for compliance requirements through electronic attestations and declarations in the online process.
Important to know
The option to upload a Tax Deduction for Personal Contributions form in North Online has been removed for clients, while advisers continue to have that functionality available.
Edit access to tax deduction claims has also been restricted. Users who previously had editing permissions can still view and make changes up to the pre-submission stage, but they can no longer submit the claim. There is no change for users with read-only access.
Need to use a form?
If you do not have the appropriate written authorisation to accept the declaration and submit the claim online, you’ll need to complete the Notice of intent to claim a deduction for personal super contributions form available on the ATO website, or use the North Notice of intent to claim a deduction form available in North Online under Products > Forms for the previous financial year only. The signed form can then be uploaded through North Online > Activities > Upload forms.
Need support?
For more information, advisers can refer to the how-to guide in North under Support > Training Resources > How to claim a personaltax deduction.
If you need a walkthrough, reach out to your Business Development Manager or North Training Consultant. You can also explore other recent platform updates on the Platform Enhancements page.
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