You can use the Transfer date calculator to work out the effective date and maximum amount that can be transferred. You’ll find the calculator in myIR under the Tax preparer tab.
When requesting transfers between accounts or associated customers, please advise the appropriate effective date in your message or the request date will be used.
For transfers between non-associated customers, the transfer date will remain the later of the day:
- the transfer was requested
- after the relevant return was filed for the period in which the refund arose.