Guide to the Tax Agent Portal

Messages and forms

The portal is a secure form of communication that provides a record of your dealings, with a receipt number and status reports on your transactions. You can use the portal to:

• send enquiries and requests (including attachments) and receive replies from us on a range of topics using portal Mail
• submit online forms, including forms to lodge an objection or apply for a private ruling.

Portal mail

Portal Mail allows you to send messages to us on an extensive range of enquiry topics. You can also receive messages from us, and view a history of submitted and received messages and online forms.

When sending a new message, you must select the appropriate topic and subject. This ensures that your enquiry is sent directly to the correct area of the ATO.

For more information about the topics available, refer to Using 'Mail' in the Tax Agent Portal.

Online forms

When you submit a form via the portal you will receive a receipt number that you can use to check the status of your enquiry. Online forms available on the portal include:

• request for replacement cheque
• electronic lodgment service (ELS) password reset
• auditor actuary contravention report
• lodgment deferral - automatic acceptance
• tax practitioner services referral
• private ruling application and objections
• portal feedback.

Private rulings and objections

To lodge an objection or apply for a private ruling on behalf of your client, you must download the correct ATO form. Once you've completed the form you can submit it with supporting documentation via the portal. You can also use the portal to submit further information for an objection or private ruling, whether the original application was submitted by post, fax or portal.

For more information about: private rulings and to access the correct form, refer to How to apply for a private ruling lodging an objection and access to the correct form, refer to Objection guide.

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