Guide to the Tax Agent Portal

Access manager

Access manager (AM) is a standalone system that allows you to control who in your practise can access our online services.

It ensures that each authorised person in your practice can access our online services (including the portals) using their own AUSkey and it allows you to control what each user has access to.

Benefits of using AM

The benefits of using AM include the following:

• To help protect sensitive information, you can choose to restrict access to certain clients' records.
• You can restrict the functions your staff can perform within the portal.
• You can control which reports your staff can lodge to us through Standard Business Reporting (SBR) enabled software.
• If someone leaves your practice permanently, you can cancel their access immediately.
• You can temporarily disable access for staff when they go on leave.
• The security of your clients' information is increased.

Tips

Before using AM, you should consider:

• who should be a delegated AM administrator in your practice
• who needs what access to the various functions in the portal
• whether access to any of your clients' records should be restricted.

A comprehensive help facility is available within AM and can be accessed from the function you are using. If you need assistance using AM, phone us on 13 72 86 Fast Key Code 3 3. For more information refer to Standard Business Reporting.

Tax Agent Portal - home

Sections within Accessing the portal

• AUSkey
• Access manager
• Security and computer requirements