Mail - Tax Agent Portal

You can use the Tax Agent Portal to send and receive messages on a range of topics.

It provides you with a secure electronic channel to:

• send detailed information to us, including attachments
• receive and reply to responses from us
• view the history of a message.

Where to start

Once you have logged into the portal, select either of the following:

• Mail from the left-hand menu
• the Mail inbox link on the home page.

Topic list

The following table details the topics and corresponding subjects available in portal Mail.

Topic	Subject
Activity statements	Agent request for additional time to lodge Agent self-assessed lodgment deferrals Cancellation of 'failure to lodge on time' (FTL) penalty (safe harbour) Debit or nil balance enquiry How do I complete my activity statement? Payment arrangement request Penalty or interest calculation Refund for activity statement Remission of failure to lodge on time penalty Remission of general interest charge Status of business activity statement (BAS) refund where it has been more than 12 business days since the BAS was lodged Substantiation for activity statement refund
Debt and lodgment	Agent request for additional time to lodge Agent self-assessed lodgment deferrals Cancellation of FTL penalty (safe harbour) Closely held deferral request Debit or nil balance query Payment arrangement request Penalty or interest calculation Remission of FTL penalty Remission of general interest charge Remission of late lodgment penalty - tax agent requests Remission of shortfall interest charge TOFA 3 & 4 transitional election
Excise	Alcohol enquiry Audit Collections returns Duty-free store enquiry Fuel tax credit enquiry Petroleum enquiry Technical advice request Tobacco enquiry Wine equalisation tax enquiry Other fuel scheme enquiry
Fringe benefits tax (FBT)	Agent request for additional time to lodge Agent self-assessed lodgment deferrals General FBT questions Cancel FBT Cancellation of FTL penalty (safe harbour) Change details for FBT Debit or nil balance enquiry Payment arrangement request Penalty or interest calculation Register for FBT Remission of FTL penalty Remission of general interest charge Remission of late lodgment penalty - tax agent requests Other
General questions, problems and help	Notify ATO of appointment of new public officer Review of decisions for the remission of late lodgment penalty - tax agent requests Review of decision for deferrals from tax agents
Goods and services tax (GST)	Agent request for additional time to lodge Agent self-assessed lodgment deferrals Consolidation registration enquiry Deferral of GST on importations (DGST) Grouping or branching registration enquiries GST joint venture notification How do I complete my activity statement?
Higher Education Loan Accounts (HELA)	Higher Education Contribution Scheme (HECS) Higher Education Loan Programme (HELP) Student Financial Supplement Scheme (SFSS)
Income tax	Agent request for additional time to lodge Agent self-assessed lodgment deferrals Bulk client deletion Debit or nil balance query Income tax return amendment - partnerships Income tax return amendment - trusts Income tax return amendment - companies Income tax return amendment - super funds (self-managed super finds (SMSF) that have access to the portal must attach a full SMSF annual return - NAT 71226. APRA regulated and non-regulated funds can attach a Fund income tax return - NAT 71287) Payment arrangement request Penalty or interest calculation Prefilling report Remission of FTL penalty Remission of general interest charge Remission of late lodgment penalty - tax agent requests Remission of shortfall interest charge TOFA 3 & 4 transitional election Cancellation of FTL penalty (safe harbour) Financial hardship refunds
Mineral resource rent tax	General enquiries
Pay as you go (PAYG) instalments	Can I change my payment cycle? Change instalment rate Change PAYG cycle Explanation of instalment rate Other instalment queries
Petroleum resource rent tax	General enquiries
Refunds and remission	ATO pay interest on an early payment - request Client overpayment/double payment Excess imputation credit refunds Interest paid on an overpayment of an income tax return Penalty or interest calculation Refund tax withheld Remission of FTL penalty Remission of general interest charge Remission of late lodgment penalty - tax agent requests Returned refunds Financial hardship refunds
Registrations	Bank account details update request Consolidation registration enquiry Grouping or branching registration enquiries If the online process for cancellation of an ABN or tax obligation has not met your requirements If the online process for registering an ABN or tax obligation has not met your requirements If the online process for updating contact details has not met your requirements If the online process for updating name and address details has not met your requirements If the online process for updating other registration details has not met your requirements Non-residents registration enquiry Notify ATO of appointment of a new public officer GST joint venture notification
Statement requests and account details	Debit or nil balance enquiry Payment arrangement request Penalty or interest calculation Remission of FTL penalty Remission of general interest charge Statement of account - activity statement - credit balance Statement of account - income tax - credit balance
Superannuation	Agent request for additional time to lodge Are there superannuation monies for a client on the lost members register? Direct claim payout from the superannuation holding account special account (SHASA) Is a particular fund registered as a complying superannuation fund? Manual payment request Other Payment and transfer of superannuation holdings reserve Payment arrangement request Penalty or interest calculation Reasonable benefit limit lists Refund request Remission of general interest charge Replacement superannuation cheque request Request re-issue of 'stale' superannuation cheque SMSF product ruling SMSF specific advice Statement of account or account query

Tips

To make the most of portal Mail, avoid delays and help us to respond to your message:

• select the appropriate topic to ensure your message is sent to the correct area
• send a separate message for each topic
• include all relevant information in the message, including:
• your client's tax file number (TFN), Australian business number (ABN) and name
• details supporting your request or enquiry.

After you finish

You will be issued with a receipt number once you submit a message. A copy of the message will be stored in your Mail - Sent items.

You can check the status of your message by viewing the details in Client dealings or Your dealings.

What to read/do next

For help when you use Mail, select Help from within the portal.