Guide to the Tax Agent Portal

Viewing and amending client information

Within the portal:

• the client directory lists of all your clients
• you can view the accounts or tax obligations your clients are registered for, depending on their activities
• some tax types can be registered or cancelled.

The client directory

The client directory displays a list of all your clients. It has a range of search functions to help you find client details.

Clients that are classified by us as 'security assessed' will not appear in the client directory. Additionally, holders of standard AUSkeys may be restricted by an administrator from viewing some clients through AM.

You can use the client directory to:

• quickly establish which client records have particular roles or obligations (income tax, activity statement, fringe benefits tax (FBT) or excise). You can update, add or delete some of this information through the portal
• view details of a client's FBT account online
• check on the processing of electronic lodgment service (ELS) client update (CU) transactions to add or remove clients. Any addition or removal of a client will generally be displayed in the client directory on the day after we process the ELS transaction.

If a taxpayer is no longer your client we recommend that you update your client list. You should check that:

• the client list contains all your new clients and take action to add any new clients
• all the clients listed are current and take action to delete those clients you no longer represent
• all the clients listed need to lodge or advise us of any returns that aren't necessary.

Removing a record from the client directory will permanently remove your registered agent number from the client's record.

For more information on managing your client list, refer to: Add a client using the Tax Agent Portal Remove a client using the Tax Agent Portal.

Types of client accounts

A client may have more than one account or tax type, depending on their activities.

The main account types are:

• integrated client accounts (accounts that record activity statement obligations, including goods and services tax (GST) and pay as you go (PAYG))
• income tax accounts
• fringe benefits tax (FBT) accounts
• excise accounts.

For more information about client accounts, refer to Tax Agent Portal - effective dates and credit postings.

Registering or cancelling tax types

Your clients may have various tax types registered, depending on their activities. You can use the portal to register your clients for goods and services tax (GST) and income tax withholding (ITW), or to cancel their registration for a range of tax types and excise benefits schemes.

For more information about: registering tax types, refer to Register GST and ITW tax types cancelling registration for tax types, refer to Cancel tax types.

Tax Agent Portal - home

Sections within Client lists and registrations

• Viewing and amending client information
• Difference between portal and the ELS client lists