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  • Communication in Online services for business

    Use the Communication menu in Online services for business to communicate with us by Secure mail.

    On this page

    Secure mail

    To access Secure mail, you need to select (tick) the View and action own mail permission in Access Manager.

    At the Communication menu, select Secure mail to securely communicate with us.

    To send secure mail messages you will need:

    • a separate secure mail message for each subject
    • to ensure you attach all supporting documentation and that the attached documentation      
      • is a maximum of 6 files
      • is less than 6MB in size (per file)
      • is in a suitable format (doc, .pdf, .rtf, .xls, .xml, .tif, .jpg, .zip, .bmp, .png, .gif, .mpp, .ppt, .docx, .dotx, .xlsx, .xltx, .pptx, .potx, .ppsx.)
      • is not encrypted (for example, password protected)
      • doesn’t contain macros
      • doesn’t contain formulas (copying and pasting information from one spreadsheet to another may introduce unseen elements in your spreadsheet)
      • is not an executable file (common executable file extensions include .exe, .app, .vb, .scr).    
       

    After sending your message, you will receive a receipt number.

    You can also:

    • view sent messages
    • reply to messages
    • allocate messages to other users (based on permissions)
    • delete messages
    • receive replies from us
    • print messages
    • set up email notifications to your preferred email address to advise you when you receive messages to your Online services for business mailbox      
      • select Email notification at the bottom of the inbox, type or update your email address
      • email notifications will always be from our trusted email address – Taxofficeportalmessagenotify@ato.gov.au
       
    • access another users' mailbox to view and allocate mail (you cannot create, send or reply to an email in the business mailbox)
    • access the Business mailbox to view delete, allocate or set up notifications (you cannot create, send or reply to an email in the Business mailbox).

    To view the Business inbox or another user's mailbox, you need to select (tick) the Access other users' mail permission in Access Manager.

    Mailbox management

    Warnings will appear when a mailbox is approaching or has exceeded the 500 message limit. The limit includes both emails in your mailbox and sent emails.

    You will be asked to delete mail items to reduce your mailbox size. Exceeding the limit will impact a user's ability to create new emails or reply to received emails.

    You can save a list of messages in your own inbox or sent items by using the Printer Friendly button (located at the bottom left of your screen). This gives you the option to print a hard copy or save the list as a PDF.

    Alternatively, you can view a list of sent emails in Your Dealings. This includes the status of the request.

    To save copies of individual emails:

    • open the email by clicking on the email hyperlink
    • select the Printer Friendly button to print or save as a pdf.

    Secure mail topics

    Secure mail allows you to communicate with us on a range of topics and subjects. Topics and subjects are listed below.

    Activity statements

    Topic

    Subject

    Activity statements

    Additional time to lodge – deferral request

    Activity statements

    Debit or nil balance query

    Activity statements

    How do I complete my activity statement?

    Activity statements

    Penalty or interest calculation

    Activity statements

    Remission of failure to lodge on time penalty

    More information:

    Requesting remission

    Activity statements

    Remission of general interest charge

    More information:

    How to request a remission of interest

    Activity statements

    Remission of non-electronic notification or non-electronic payment penalty

    Debt and lodgment

    Topic

    Subject

    Debt and lodgment

    ATO Businesses/Sole trader payment plan request form (XLSX, 70KB)This link will download a file.
    Use this form if you are requesting a payment arrangement.

    Debt and lodgment

    Additional time to lodge – deferral request

    Debt and lodgment

    Debit or nil balance query

    Debt and lodgment

    Penalty or interest calculation

    Debt and lodgment

    Remission of failure to lodge on time penalty

    Debt and lodgment

    Remission of general interest charge

    More information:

    How to request a remission of interest

    Debt and lodgment

    Remission of shortfall interest charge

    More information:

    How to request a remission of interest

    Debt and lodgment

    Taxable Payments Annual Report

    Registrations

    Topic

    Subject

    Registrations

    Consolidation registration enquiry

    Registrations

    Grouping or Branching registration enquiry

    Registrations

    Non-residents registration enquiry

    Registrations

    GST Joint Venture Notification

    GST – joint venture – notification of forming, changing or cancelling (PDF, 345KB)This link will download a file

    Income tax

    Topic

    Subject

    Income tax

    Additional time to lodge – deferral request

    Income tax

    Debit or nil balance query

    Income tax

    Div 7a Relief

    Income tax

    Income tax return amendment – companies

    More information:

    Lodge amendment

    Income tax

    Income tax return amendment – partnerships

    More information:

    Lodge amendment

    Income tax

    Income tax return amendment – superannuation funds

    More information:

    Lodge amendment

    Income tax

    Income tax return amendment – trusts

    More information:

    Lodge amendment

    Income tax

    Lodge Loss carry back form

    Income tax

    Lodge temporary full expensing schedule

    Income tax

    Submit 14ZYA notice

    Income tax

    Penalty or interest calculation

    Income tax

    Remission of failure to lodge on time penalty

    Income tax

    Remission of general interest charge

    More information:

    How to request a remission of interest

    Income tax

    Remission of shortfall interest charge

    More information:

    How to request a remission of interest

    Income tax

    Financial hardship refunds

    Income tax

    Certificate of Residency

    More information:

    Requesting a certificate of residency or status

    Income tax

    Request for Copies of tax documents

    More information:

    Copies of tax documents request

    Income tax

    ESIC Report NAT75119 unable to submit online

    Income tax

    Prior year IT amendment for earnout purposes

    Income tax

    Stapled Group – Choice Form

    Income tax

    Substituted Account Period

    Pay as you go

    Topic

    Subject

    Pay as you go

    Instalments – Additional time to lodge – deferral request

    Pay as you go

    Instalments – Change instalment rate

    Pay as you go

    Instalments – Change PAYG cycle

    Pay as you go

    Instalments – Explanation of instalment rate

    Pay as you go

    Instalments – Other instalment queries

    Pay as you go

    Withholding – ATO cycle change letter received – Request to remain on current cycle

    Pay as you go

    Withholding – cycle change request – withholding amount less than $1 Million

    Pay as you go

    Withholding – cycle change request – withholding amount more than $1 Million

    Superannuation

    Topic

    Subject

    Superannuation

    Account details – this option is only available to legal practitioners. Other requests will not be answered.

    Superannuation

    Approved SMSF Auditors – ACA bulk lodgments

    Audit complete advice (XLSX, 248KB)This link will download a file

    Superannuation

    Approved SMSF Auditors – Intelligence referrals

    Superannuation

    Approved SMSF Auditors – Number enquiries

    Superannuation

    Approved SMSF Auditors – P2P requests – application of the SIS Act & Regulations

    Superannuation

    Approved SMSF Auditors – IAR/ACR/ACA Enquiries

    Superannuation

    Approved SMSF Auditors – Auditing Standards/Audit related issues, online services and general enquiries

    Superannuation

    Direct claim payout from the superannuation holding account special account (SHA)

    Superannuation

    Fund Validation Service

    Superannuation

    Is a particular fund registered as a complying superannuation fund?

    Superannuation

    Lodge inactive low balance account – declaration

    Superannuation

    Lodge SGC Statement

    SGC Statement spreadsheet version (XLS, 526KB)This link will download a file

    Superannuation

    Lodge Super Guarantee Opt-Out form

    Super Guarantee opt-out for high income earners with multiple employers (PDF, 315KB)This link will download a file

    Superannuation

    Lodge USM adjustment Templates/non-Lodgment Advice

    Superannuation

    Lodgment – Transfer Balance Account Report

    Superannuation

    Manual payment request

    Superannuation

    Other

    Superannuation

    Payment and transfer of superannuation holdings reserve

    Superannuation

    Payment arrangement request

    ATO Businesses/Sole trader payment plan request form (XLSX, 70KB)This link will download a file

    Superannuation

    Penalty or interest calculation

    Superannuation

    Refund request

    Superannuation

    Remission of general interest charge

    Superannuation

    Small Business Superannuation Clearing House enquiry

    Superannuation

    SMSF Early Engagement and voluntary disclosure

    More information:

    SMSF regulatory contravention disclosure form

    Superannuation

    SMSF product ruling

    Superannuation

    SMSF specific advice

    More information:

    Request for self-managed superannuation fund specific advice

    Superannuation

    Statement of account or account query

    Superannuation

    Superannuation Provider Assessment Data

    Refunds and remissions

    Topic

    Subject

    Refunds/remissions

    ATO pay interest on an early payment – request

    Refunds/remissions

    Client overpayment/double payment

    Refunds/remissions

    Excess imputation credit refunds

    Refunds/remissions

    Financial hardship refunds

    Refunds/remissions

    Interest paid on an overpayment of an income tax return

    Refunds/remissions

    Penalty or interest calculation

    Refunds/remissions

    Refund tax withheld

    Refunds/remissions

    Remission of failure to lodge on time penalty

    More information:

    Requesting remission

    Refunds/remissions

    Remission of general interest charge

    More information:

    How to request a remission of interest

    Refunds/remissions

    Remission of non-electronic notification or non-electronic payment penalty

    Refunds/remissions

    Returned refunds

    Refunds/remissions

    NRWT – Custodians

    Fringe Benefits Tax (FBT)

    Topic

    Subject

    Fringe Benefits Tax (FBT)

    Additional time to lodge – deferral request

    Fringe Benefits Tax (FBT)

    Cancel FBT

    Fringe Benefits Tax (FBT)

    Change details for FBT

    Fringe Benefits Tax (FBT)

    Debit or nil balance query

    Fringe Benefits Tax (FBT)

    General FBT questions

    Fringe Benefits Tax (FBT)

    FBT Amendment request

    Fringe Benefits Tax (FBT)

    Other

    Fringe Benefits Tax (FBT)

    Penalty or interest calculation

    Fringe Benefits Tax (FBT)

    Register for FBT

    Fringe Benefits Tax (FBT)

    Remission of failure to lodge on time penalty

    More information:

    Requesting remission

    Fringe Benefits Tax (FBT)

    Remission of general interest charge

    More information:

    How to request a remission of interest

    Other topics

    Topic

    Subject

    Additional subject

    View more topics

    GST

    Additional time to lodge – deferral request

    View more topics

    GST

    ACNC – Elect to exclude grants

    View more topics

    GST

    Charities, religious institutions, non-profit entities

    View more topics

    GST

    Consolidation registration enquiry

    View more topics

    GST

    Deferral of GST on importations (DGST)

    View more topics

    GST

    Education courses

    View more topics

    GST

    Export, import or online trading of goods and services

    View more topics

    GST

    Financial supplies or insurance

    View more topics

    GST

    Food, entertainment and SAM (simplified accounting method)

    View more topics

    GST

    Government grant or funding, taxes, fees, charges

    View more topics

    GST

    Grouping or Branching registration enquiry

    View more topics

    GST

    GST Joint Venture Notification

    GST – joint venture – notification of forming, changing or cancelling (PDF, 345KB)This link will download a file

    View more topics

    GST

    Land or property transaction (including retirement villages)

    View more topics

    GST

    Motor vehicles or luxury car tax

    View more topics

    GST

    Other sales, purchases or and tax invoice enquiry

    View more topics

    GST

    Time limits on refunds or activity statement amendment

    View more topics

    GST

    Assistance to register/update GST details electronically

    View more topics

    GST

    GST at settlement

    View more topics

    GST

    Registrations update

    View more topics

    Exploration incentives

    EDI Advice

    View more topics

    Exploration incentives

    EDI Lodgment

    View more topics

    Exploration incentives

    JMEI Advice

    View more topics

    Exploration incentives

    JMEI Lodgment

    View more topics

    Lodge report

    Annual investment income report extension of time

    View more topics

    Lodge report

    Annual investment income report lodgment – PC spreadsheet

    View more topics

    Lodge report

    Common Reporting Standard (CRS) extension of time

    View more topics

    Lodge report

    Employee share scheme annual report extension of time

    View more topics

    Lodge report

    Foreign Account Tax Compliance Act (FATCA) extension of time

    View more topics

    Lodge report

    Non-resident interest, dividend and royalty annual report lodgment – PC spreadsheet

    View more topics

    Lodge report

    Quarterly tax file number report extension of time

    View more topics

    Lodge report

    Quarterly tax file number report lodgment – PC spreadsheet

    View more topics

    General questions/problems/help

    Notify ATO of appointment of new public officer

    View more topics

    General questions/problems/help

    Notification of legal representative

    View more topics

    Statement requests/account details

    Debit or nil balance query

    View more topics

    Statement requests/account details

    Penalty or interest calculation

    View more topics

    Statement requests/account details

    Remission of failure to lodge on time penalty

    More information:

    Requesting remission

    View more topics

    Statement requests/account details

    Remission of general interest charge

    View more topics

    Excise

    Alcohol, fuel and petroleum products, tobacco, duty free store

    View more topics

    Excise

    Audit

    View more topics

    Excise

    Excise Returns

    More information:

    Excise return and instructions

    View more topics

    Excise

    Fuel schemes enquiry

    View more topics

    Excise

    Fuel tax credit enquiry (not to be used for registration requests)

    View more topics

    Excise

    Other advice or lodgment enquiry

    View more topics

    Excise

    Permission – movement and period settlement

    View more topics

    Excise

    Remission, refund and drawback enquiry

    View more topics

    Excise

    Wine equalisation tax enquiry (not to be used for registration requests)

    View more topics

    Excise

    Product Stewardship for Oil (PSO) claim

    More information:

    Product stewardship for oil program claim form

    View more topics

    Excise

    Product Stewardship for Oil (PSO) Category 1 Lab test results

    View more topics

    Excise

    WET, FTC, LCT Registration.

    View more topics

    Insolvency

    Bankruptcy

    View more topics

    Insolvency

    Deed of Company Arrangement

    View more topics

    Insolvency

    Liquidation

    View more topics

    Insolvency

    Finalisations

    View more topics

    Insolvency

    Indemnities

    View more topics

    Insolvency

    New Insolvency Advice

    View more topics

    Insolvency

    New Insolvency Advice – Voluntary Administration

    View more topics

    Insolvency

    Notification of Creditors Meeting

    View more topics

    Insolvency

    Part IX

    View more topics

    Insolvency

    Part X

    View more topics

    Insolvency

    Preferences

    View more topics

    Insolvency

    Receiver/Manager appointed

    More information:

    Appointment or cessation of a representative of an incapacitated entity

    View more topics

    Insolvency

    SB – Restructuring

    View more topics

    Insolvency

    Simplified Liquidation

    View more topics

    Insolvency

    Section 129 Demand

    View more topics

    Insolvency

    Tax Clearance

    View more topics

    Insolvency

    Request for Documents – The insolvency option is only available for insolvency practitioners. Other requests will not be answered.

    More information:

    Copies of tax documents request

    View more topics

    Insolvency

    Voluntary Administration

    View more topics

    Petroleum Resource Rent Tax

    General enquiries

    View more topics

    Petroleum Resource Rent Tax

    PRRT Return/Instalment lodgment

     

    More information:

    PRTT return

    View more topics

    Trustee Services

    Day 1 Notification

    More information:

    Public trustees and private trustee companies – Day 1 Notification

    Communication history

    Communication history gives you access to view available correspondence we send to you or your agent via the following channels:

    • email
    • SMS
    • paper
    • agent digital – used to send digital communications to your agent when they have set up Communication preferences to receive mail on your behalf
    • ATO Online – used to send a digital copy of a statement of tax record and digital activity statement notice.

    Some communications cannot be sent digitally. These will continue to be sent by post and will not be viewable in Communication history. We will continue to add more communication types to enhance this function further.

    If you are a sole trader, you will need to use ATO Online services for individuals and sole traders to view your communication history.

    To view your communication history:

    • select Communication
    • select Communication history.

    To search using specific parameters:

    • select Search
    • select Type      
    • select Time period using the drop-down menu
    • select Channel    
      • email
      • SMS
      • paper
      • agent digital
      • ATO online services 
       
    • then Search – results will be displayed
    • select Download – a new window will open with the search results as an Excel spreadsheet
    • select Print friendly version to print or save a copy.

    You can view and download a digital activity statement notice for quarterly GST and PAYG instalments (forms R, S and T) if you lodge activity statements electronically.

    To view and download your digital activity statement notice from the client home page:

    • select Communication
    • select Communication history
    • select Search    
      • then select Activity statements tick box, and deselect Communications tick box
      • select the Time period and then Search – this will display the Digital Activity Statement Notice. 
       

    If your registered delivery preference is paper, we will continue to send paper instalment notices. We don't change your delivery preferences from paper to electronic unless you have lodged electronically.

    Communication preferences

    If you use a tax agent, Communication preferences allows you and your agent to choose where we send your digital ATO communications.

    You can choose to have communications:

    • sent to you
    • sent to your registered agent.

    You can also choose to have some communications sent to you and others to your registered agent.

    Your agent can set your communication preferences on your behalf.

    Your dealings

    You can track the progress of the messages you've sent us, by using Your dealings in the Communications menu.

    Lodge amendments

    If you need to correct a mistake on your return, you can lodge this in Online services for business.

    You will need to complete the amended return and then at the 'Communication' menu:

    • select Secure mail then New
    • select Topic: Income tax and Subject: Income tax amendment (and the relevant client type)
    • attach amendment
    • tick the declaration then Send.

    You cannot lodge an original income tax return using Online services for business.

    For business or super amendments, see Request an amendment to a business or super tax return.

    Last modified: 20 Apr 2023QC 65241