| Client directory - Tax Agent Portal |
| The client directory in the Tax Agent Portal displays a complete list of all your clients. |
| Reports - Tax Agent Portal |
| The Reports function in the Tax Agent Portal provides reports on your clients' activities with us. |
| Add a client - Tax Agent Portal |
| Information about how to add a client to your client list using the Tax Agent Portal. |
| Lodgment status reports - Tax Agent Portal |
| Lodgment status reports for income tax returns and activity statements are available on the Tax Agent Portal. |
| Remove a client - Tax Agent Portal |
| Information about how to remove a client from your client list using the Tax Agent Portal. |
| Pre-filling 2012 |
| The 2012 pre-filling service document has been updated to reflect current information availability. |
| Pre-filling 2011 |
| Information about the 2011 pre-filling report available in the Tax Agent Portal. |
| Pre-filling 2010 |
| Information about the 2010 pre-filling report available in the Tax Agent Portal. |
| Pre-filling 2009 |
| Information about the 2009 pre-filling report available in the Tax Agent Portal. |
| Pre-filling 2008 |
| Information about the 2008 pre-filling report available in the Tax Agent Portal. |
| Pre-filling 2007 |
| Information about the 2007 pre-filling report available in the Tax Agent Portal. |
| Accessing the portal |
| Only registered tax agents and their employees can use the portal. You need to register for an AUSkey to access the portal. |
| Accounts - Tax Agent Portal |
| Information about using the accounts function in the Tax Agent Portal. |
| Browser settings for viewing reports, payment slips and printer friendly pages |
| The browser settings on your computer can affect your ability to view reports, notices of assessment, payments slips and printer friendly pages on the Tax Agent Portal. |
| Cancel tax types - Tax Agent Portal |
| You can use the Tax Agent Portal to cancel specific tax types or excise benefits schemes for your clients. |
| Changes to your ABN will impact your AUSkey |
| If you are making any changes to your agent registration that leads to a change in your Australian business number (ABN), you will need to apply for a new AUSkey to match the new registration. |
| Client lists and registrations |
| View, amend and analyse information about your clients. |
| Comparison of ELS and Tax Agent Portal functions |
| A comparison and brief analysis of the functions provided by the electronic lodgment service (ELS) and the Tax Agent Portal. |
| Effective dates and credit postings - Tax Agent Portal |
| Information about transactions displayed on the itemised account screen on the Tax Agent Portal. |
| Electronic funds transfer codes - Tax Agent Portal |
| The Tax Agent Portal can automatically calculate the electronic funds transfer (EFT) codes needed to enable payments to be made by BPAY, direct credit or direct debit. |
| Financial institution details - Tax Agent Portal |
| Information about how to enter, update or delete financial institution details (FID) for your clients' activity statement roles using the Tax Agent Portal. |
| Guide to the Tax Agent Portal |
| The Tax Agent Portal (portal) has functions for you to securely communicate online with the ATO and to view, amend and analyse client accounts. |
| Help |
| Select Help to see extra information about the different functions in the portal, as you're using them. |
| HELP and SFSS information - Tax Agent Portal |
| Your client's repayable debt for Higher Education Loan Program (HELP) and Student Financial Supplement Scheme (SFSS) is available from the Pre-filling report on the Tax Agent Portal. |
| Login |
| Direct access to the portal for registered users. |
| Mail - Tax Agent Portal |
| Information about how to use the Tax Agent Portal to send messages to and receive messages from us on a range of topics. |
| Messages and forms |
| Use the portal as a secure way to send messages, including attachments, and submit online forms to the ATO. |
| Notice of assessment - Tax Agent Portal |
| You can use the Tax Agent Portal to view, save and print copies of your individual clients' income tax notices of assessment. |
| On-demand lodgment status reports - generation timeframe |
| On-demand lodgment status reports are generally available for download within one hour of the request but in some circumstances the report request may be processed overnight. |
| Payment slips - Tax Agent Portal |
| Download payment slips and view payment options for your clients using the Tax Agent Portal. |
| Payments and refunds |
| Request refunds or credit transfers for clients and view payment options. |
| Pre-filling 2013 |
| Information about the 2013 pre-filling report available in the Tax Agent Portal. |
| Register GST and ITW tax types - Tax Agent Portal |
| You can register or reactivate your client's registration for goods and services tax (GST) and income tax withholding (ITW) using the Tax Agent Portal. |
| Register to use our online services |
| You'll need a secure login or AUSkey to begin dealing with us online. |
| Replacement cheques - Tax Agent Portal |
| How to request a replacement cheque using the Tax Agent Portal. |
| Reports |
| Access reports including lodgment status reports and pre-filling reports. |
| Return not necessary - income tax |
| Find out when to advise us that your clients don't need to lodge an income tax return and how to do this. |
| System maintenance and issues |
| This page contains scheduled downtime and details of issues currently affecting our online services. |
| Tax Agent Portal help |
| Access Tax Agent Portal Help to view additional information that will help you use the functions in the portal. |