Guide to the Tax Agent Portal

Reports

Lodgment status reports on the portal are available on demand while other reports, such as pre-filling reports, are pre-generated and can be accessed at any time.

'On demand' reports

The reports available 'on demand' are:

• income tax lodgment status report
• outstanding activity statement report.

These reports can be requested at any time. Most will be available within one hour of your request. The downloaded reports can be manipulated in a spreadsheet program and sorted to meet your needs.

For more information about lodgment status reports, refer to Lodgment status reports - Tax Agent Portal.

Pre-generated reports

Pre-generated reports include:

• client account running balance
• pay as you go (PAYG) income tax instalments
• year to date interest summary
• year to date revenue product summary
• year to date excise revenue product summary
• pre-filling report
• correspondence preference
• family trust elections (FTE) and interposed entity elections (IEE)
• senior Australians tax offset.

Pre-generated reports are updated regularly. The date on which data was refreshed is shown beside each report.

For more information about browser settings when viewing pre-generated reports, refer to Browser settings for viewing reports, payment slips and printer friendly pages.

Pre-filling service

The ATO uses information provided to us to 'pre-fill' your clients' income tax returns. You can view this information by requesting the relevant 'Pre-filling report'. The information can be amended if necessary.

For more information about pre-filling, refer to Pre-filling services - Tax Agent Portal.

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