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Tax agents
 
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Procedural, administrative and contact information that will help registered tax agents, especially new tax agents and staff new to a tax agent's practice, understand how to interact with us and how to act effectively on their clients' behalf.
Activity statement processing statistics
Statistics on processing of activity statements for the current financial year.
Telephone performance
This page provides information about telephone performance.
Applying for compensation
Information on how to apply for compensation and how claims will be assessed.
Registered agent feedback and complaints
We respect your right to provide us with feedback or make a complaint about one of our decisions, services or actions.
BAS agent services
A guide for registered BAS agents about how to use the BAS Agent Portal, electronic commence interface and our phone services. The latest version includes links to website information and changes in how we handle your complaints. July 2012 (minor update)
Changing your details
Information for registered tax agents and BAS agents on what to do when their contact details need to be changed.
Interacting with us
Information to help you when you interact with us online, in writing or over the phone.
Meeting your personal tax obligations
Information for tax professionals about meeting your personal tax obligations.
Proof of identity requirements for registered agents
Information about what proof of identity (POI) information you need to provide as registered tax agents and BAS agents (registered agents).
Tax agent services
A guide for registered tax agents about how to use the Australian Business Register, Tax Agent Portal, electronic lodgment service and phone services to interact with us. The latest version includes links to website information and changes in how we handle your complaints. July 2012
Changing your details
Information for registered tax agents and BAS agents on what to do when their contact details need to be changed.
Interacting with us
Information to help you when you interact with us online, in writing or over the phone.
Preparing tax returns for clients
Information you should know and questions you should ask when preparing tax returns for your clients.
Tax agent induction package
This induction package has been designed to introduce newly registered tax agents to the information and facilities available in order to interact effectively with us.
Tax agent services
A guide for registered tax agents about how to use the Australian Business Register, Tax Agent Portal, electronic lodgment service and phone services to interact with us. The latest version includes links to website information and changes in how we handle your complaints. July 2012
Changing your details
Information for registered tax agents and BAS agents on what to do when their contact details need to be changed.
Interaction management - a better way to manage client mail
You can use Interaction Management to send your clients' activity statement mail to a preferred address. Topics include correspondence groupings, preferences, completing the CP form and mail.
Interaction management - correspondence preference (CP) form
This form allows tax agents to nominate preferred mailing addresses when receiving information from the Tax Office. (Transmittable form). NAT 5956
Updating a client address
You can elect to have different postal addresses for a client's dealings with us.
eLink - an email bulletin for tax professionals
Information about eLink and how to subscribe.
Fact sheet for registered tax agents - reconstructing records and making reasonable estimates for businesses
How the ATO helps registered tax agents reconstruct records and make reasonable estimates for their business clients who have been affected by natural disasters.
Fact sheet for registered tax agents - reconstructing records and making reasonable estimates for individuals
How the ATO helps registered tax agents reconstruct records and make reasonable estimates for their individual clients who have been affected by natural disasters.
Help for registered agents affected by natural disasters
Information about the help we can provide if you or your clients are affected by natural disasters, including administrative assistance and how to go about reconstructing records.
Financial difficulties - frequently asked questions
FAQs for individuals and businesses who find themselves in unfamiliar situations as a result of financial hardship.
Keydates - April to June 2013
A list of key dates for registered agents for the period April - June 2013.
Keydates - January to March 2013
A list of key dates for registered agents for the period January - March 2013.
Keydates - July to September 2012
A list of key dates for registered agents for the period July - September 2012.
Keydates - October to December 2012
A list of key dates for registered agents for the period October - December 2012.
Professional to professional service for registered agents
Information to assist registered tax agents and BAS agents (registered agents) seeking technical advice from our professional-to-professional (P2P) service.
Requesting a support and assistance visit
The relationship management program offers registered agents support and assistance visits that are tailored to meet their needs.
Record keeping and cash transactions
Guide for tax practitioners to assist clients to correctly report income.
Record keeping and retention
General advice to help taxpayers and tax agents to identify what documents and records should be kept and how long they should be retained.
Registered agent number and trust account details
Your registered agent number (RAN) is linked to the electronic lodgment service (ELS) EFT reconciliation report, which generates when amounts are credited to your trust account.
Retiring, or selling or restructuring your practice - tax agents
Things to consider if you are a registered tax agent and are thinking of retiring, selling or restructuring your practice.
Tax agent services legislation
Information about changes bought about under the national tax agent services regime, which started on 1 March 2010.
Activity statement processing statistics
Statistics on processing of activity statements for the current financial year.
Applying for compensation
Information on how to apply for compensation and how claims will be assessed.
BAS agent services
A guide for registered BAS agents about how to use the BAS Agent Portal, electronic commence interface and our phone services. The latest version includes links to website information and changes in how we handle your complaints. July 2012 (minor update)
Changing your details
Information for registered tax agents and BAS agents on what to do when their contact details need to be changed.
eLink - an email bulletin for tax professionals
Information about eLink and how to subscribe.
Fact sheet for registered tax agents - reconstructing records and making reasonable estimates for businesses
How the ATO helps registered tax agents reconstruct records and make reasonable estimates for their business clients who have been affected by natural disasters.
Fact sheet for registered tax agents - reconstructing records and making reasonable estimates for individuals
How the ATO helps registered tax agents reconstruct records and make reasonable estimates for their individual clients who have been affected by natural disasters.
Financial difficulties - frequently asked questions
FAQs for individuals and businesses who find themselves in unfamiliar situations as a result of financial hardship.
Help for registered agents affected by natural disasters
Information about the help we can provide if you or your clients are affected by natural disasters, including administrative assistance and how to go about reconstructing records.
Interacting with us
Information to help you when you interact with us online, in writing or over the phone.
Interaction management - a better way to manage client mail
You can use Interaction Management to send your clients' activity statement mail to a preferred address. Topics include correspondence groupings, preferences, completing the CP form and mail.
Interaction management - correspondence preference (CP) form
This form allows tax agents to nominate preferred mailing addresses when receiving information from the Tax Office. (Transmittable form). NAT 5956
Keydates - April to June 2013
A list of key dates for registered agents for the period April - June 2013.
Keydates - January to March 2013
A list of key dates for registered agents for the period January - March 2013.
Keydates - July to September 2012
A list of key dates for registered agents for the period July - September 2012.
Keydates - October to December 2012
A list of key dates for registered agents for the period October - December 2012.
Meeting your personal tax obligations
Information for tax professionals about meeting your personal tax obligations.
Preparing tax returns for clients
Information you should know and questions you should ask when preparing tax returns for your clients.
Professional to professional service for registered agents
Information to assist registered tax agents and BAS agents (registered agents) seeking technical advice from our professional-to-professional (P2P) service.
Proof of identity requirements for registered agents
Information about what proof of identity (POI) information you need to provide as registered tax agents and BAS agents (registered agents).
Record keeping and cash transactions
Guide for tax practitioners to assist clients to correctly report income.
Record keeping and retention
General advice to help taxpayers and tax agents to identify what documents and records should be kept and how long they should be retained.
Registered agent feedback and complaints
We respect your right to provide us with feedback or make a complaint about one of our decisions, services or actions.
Registered agent number and trust account details
Your registered agent number (RAN) is linked to the electronic lodgment service (ELS) EFT reconciliation report, which generates when amounts are credited to your trust account.
Requesting a support and assistance visit
The relationship management program offers registered agents support and assistance visits that are tailored to meet their needs.
Retiring, or selling or restructuring your practice - tax agents
Things to consider if you are a registered tax agent and are thinking of retiring, selling or restructuring your practice.
Tax agent induction package
This induction package has been designed to introduce newly registered tax agents to the information and facilities available in order to interact effectively with us.
Tax agent services
A guide for registered tax agents about how to use the Australian Business Register, Tax Agent Portal, electronic lodgment service and phone services to interact with us. The latest version includes links to website information and changes in how we handle your complaints. July 2012
Tax agent services legislation
Information about changes bought about under the national tax agent services regime, which started on 1 March 2010.
Telephone performance
This page provides information about telephone performance.
Updating a client address
You can elect to have different postal addresses for a client's dealings with us.
 
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