In the Tax practitioner action plan 2011-15 we committed to providing better ways of improving and integrating our online services.
In our regular consultations with your professional association representatives, at focus groups and in surveys, we often ask what changes we can make to our online services to assist you. The enhancement most frequently asked for is to give you access to your clients' notices of assessment electronically.
As a result, you can now view, save and print copies of income tax notices of assessment for 2004-05 and later years in the Tax Agent Portal:
- for your individual clients
- where the issue date is February 2010 or later.
When you access a client's list of notices of assessment, you will also be able to distinguish between different types of notices:
- Original
- Income tax amendment initiated by client - requested by you, a previous tax agent or your client
- ATO initiated amended assessment
- ATO default assessment.
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To access the Assessment notice - income tax function, standard AUSkey users must have been given authorisation to View accounts through Access Manager (AM).
To view and print notices of assessment, you will need to have PDF-viewer software installed on your computer.
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Legal status of the electronic notice of assessment
The notices of assessment available through the portal are copies provided for information only and may be particularly useful when you acquire a new client, or an existing client needs to amend a previous assessment.
The copies cannot be used to make payments at Australia Post. If your client needs a barcode to make a payment, refer to Payment slips - Tax Agent Portal.
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A paper notice of assessment will continue to issue via mail to the income tax postal address we have recorded for your client and should be received within 14 calendar days after the expected date of issue.
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Where to start
Once you have logged into the portal:
- enter your client's Australian business number (ABN) or tax file number (TFN) on the home page under Your clients
- select Assessment notice - income tax from the drop-down menu.
You can also access this function from other portal screens.
View, save and print
To view a notice of assessment:
- Select the relevant link in the Assessment Type column. A box will appear where you can select Open or Save. If you select Open, it will open in Portable Document Format (PDF) in a new browser window.
- The Assessment Notice - Income Tax screen displays a maximum of 20 assessment notices.
- If further notices of assessment are available, they can be viewed by using the Next and Previous links at the bottom of the screen.
- Multiple notices of assessment can be displayed in separate browser windows at the same time.
Notices of assessment can also be saved to your computer or printed using your PDF-viewer software.
Notice of assessment not available
An error message will display on screen where:
- no notices of assessment are available via the portal for the selected client
- the selected notice of assessment cannot be displayed at the current time.
If you require a copy of a notice of assessment, phone us on 13 72 86 Fast Key Code 1 2 5 2 for assistance.
Accessibility
If you use special software as an accessibility aid for web browsing, and encounter difficulties reading the notice of assessment with your software applications, you can obtain a printed copy or confirm details by phoning us on 13 72 86 Fast Key Code 1 2 5 2.
Further information
For assistance using the new function, go to Tax Agent Portal Help, then select 'Your clients' - 'Assessment notice - income tax'.
Last Modified: Wednesday, 1 May 2013