Guide to the Tax Agent Portal

Payments and refunds

The portal can be used to request refunds or credit transfers for clients or to view payment options. You can use the portal to:

• enter, update or delete financial institution details (FID) for your clients' active activity statement roles
• apply for a replacement cheque, where an original cheque has been lost, destroyed, returned, is stale, or was undelivered
• obtain an electronic funds transfer (EFT) code for your client to pay an account by BPAY, direct credit or direct debit
• view payment options and download payment slips for your clients.

For more information on: updating financial institution details, refer to Financial institution details. replacement cheques, refer to Replacement cheques. obtaining an EFT code, refer to EFT codes available from the Tax Agent Portal. Payment options, refer to Payment slips in the Tax Agent Portal How to pay Browser settings for viewing reports, payment slips and printer friendly pages.

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