Access Manager permissions for ATO and ABR online services
Access Manager enables a principal authority or authorisation administrator to assign permissions for authorised users in their business to control access to ATO online services.
Access administrators are either a:
- Principal authority
- Authorisation administrator.
Authorised users can be assigned the following access, either:
A principal authority or authorisation administrator has full access to all permissions by default.
Permissions also define access for another entity, when a business appoints another business to act on its behalf through the Business Appointments function.
Access Manager is connected with Relationship Authorisation Manager (RAM). This means when you authorise a person to act for a business using RAM, you can set their permissions in Access Manager at the same time.
To set permissions in Access Manager through RAM you need to be the principal authority or authorisation administrator.
See also:
Permissions in Access Manager
Permissions in Access Manager and the related online channel or system are listed in the tables below.
Find out about:
Definition of column headings in the permission table
Category: The category which the permissions are grouped.
Online Service/Form: The activity or function the permission gives access to. For example, the FBT return is a form transmitted via the SBR channel while Update business registration details is an online service available through the Business Portal and the Australian Business Register (ABR).
Transaction: Used to control different levels of access for each transaction. For example, in relation to an activity statement:
- View – view a lodged activity statement.
- Prepare – enter data for an activity statement but not lodge.
- Lodge – submit an activity statement to the ATO.
- Revise – update a previously lodged activity statement.
Business Portal/Online services for agents /SBR: The system the permission applies to. Some permissions give access to multiple systems. For example, View business registration details gives access to that function in both the Business Portal and the ABR.
Notes: Described restrictions or special considerations relevant to the permission.
Business tab permissions
These permissions apply to:
- Business – the business itself
- Business to business – a business acting on behalf of another business through the Business Appointments function.
Business tab permissions by category
Category: My Business/Client details
Online service or form
|
Transaction
|
Business Portal
|
SBR
|
ABR
|
Notes
|
Registration details
|
- View
- Add/Update
- Cancel ABN
|
Yes
|
No
|
Yes
|
na
|
Financial institution details
|
Add/Update
|
Yes
|
Yes
|
No
|
na
|
Account details
|
View
|
Yes
|
No
|
No
|
na
|
Tax roles
|
View
|
Yes
|
Yes
|
No
|
na
|
Statement of account (superannuation)
|
View
|
Yes
|
No
|
No
|
Limited to ABNs belonging to Statement of account with APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
Category: Payments and Refunds
Online service or form
|
Transaction
|
Business Portal
|
SBR
|
Notes
|
Payment plans
|
Submit
|
No
|
Yes
|
Includes Add/Update financial institutions
|
Refund requests
|
Submit
|
Yes
|
No
|
na
|
Transfer requests
|
Submit
|
Yes
|
No
|
na
|
Category: ATO transactions
Online service or form
|
Transaction
|
Business Portal
|
SBR
|
Notes
|
Activity statements
|
- View
- Prepare
- Lodge
- Revise
|
Yes
|
Yes
|
na
|
Annual investment income report
|
|
Yes
|
No
|
na
|
Attribution managed investment trust return
|
|
Yes
|
No
|
na
|
Certificate of coverage request
|
- View
- Prepare
- Lodge
- Revise
|
Yes
|
Yes
|
na
|
Closely held trust beneficiary reports
|
|
No
|
Yes
|
Includes TFN Report and TFN Withholding report
|
Common Reporting Standard (CRS) statement
|
|
Yes
|
Yes
|
na
|
Consolidated group notification
|
|
No
|
Yes
|
na
|
Country-by-Country (CbC) report
|
|
Yes
|
Yes
|
na
|
Direct debit
|
|
No
|
Yes
|
na
|
Early stage innovation company report
|
|
Yes
|
No
|
na
|
Electronic payment systems transaction report
|
|
Yes
|
Yes
|
na
|
Electronic portability form
|
|
Yes
|
Yes
|
na
|
Employee commencement form
|
|
No
|
Yes
|
na
|
Employee share scheme annual report
|
|
Yes
|
No
|
na
|
FBT return
|
|
No
|
Yes
|
Fringe benefits tax
|
Foreign Account Tax Compliance Act (FATCA)
|
|
Yes
|
No
|
na
|
General purpose financial statements
|
|
Yes
|
No
|
na
|
Member contributions statement
|
|
Yes
|
No
|
na
|
Merchants point of sale transactions reporting
|
|
Yes
|
Yes
|
na
|
Non-individual income tax return
|
|
No
|
Yes
|
na
|
Objection and private ruling applications
|
|
Yes
|
Yes
|
na
|
PAYG payment summary
|
|
Yes
|
Yes
|
na
|
Payroll event form
|
|
No
|
Yes
|
na
|
Private health insurance report
|
|
Yes
|
No
|
Available to ABNs belonging to a private health insurance fund
|
Quarterly TFN or ABN report
|
|
Yes
|
No
|
na
|
Small Business Super Clearing House
|
|
Yes
|
No
|
na
|
SMSF annual return
|
|
No
|
Yes
|
Self-managed super fund
|
Super guarantee charge statement
|
|
Yes
|
No
|
na
|
Super – Compassionate release of superannuation
|
View
|
Yes
|
No
|
na
|
Superannuation contribution report
|
Lodge
|
No
|
Yes
|
na
|
Superannuation transfer balance account report
|
Lodge
|
Yes
|
No
|
Limited to APRA funds, SMSF, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) LIP (life insurance providers)
|
Taxable payments annual report
|
|
Yes
|
Yes
|
na
|
TFN declaration
|
|
Yes
|
Yes
|
na
|
Transfer of shares and units
|
|
Yes
|
Yes
|
na
|
Category: ATO Services
Online service or form
|
Business Portal
|
SBR
|
Notes
|
Employer TFN integrity check
|
No
|
Yes
|
Available to employers, or a business linked to an employer
|
Super product details – view
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
Super products – list
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
Super product details – lodge
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
SMSF – Search and verify members
|
Yes
|
No
|
Limited to APRA funds, Gov non-regulated funds
|
SMSF – Verification service for rollovers/contributions
|
No
|
Yes
|
Limited to APRA funds, Gov non-regulated funds, employer
|
Super – Member account services – view
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers or businesses linked to them
|
Super – Member account services – lodge
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) LIP (life insurance providers) or businesses linked to them
|
Super – Member information service (view)
|
Yes
|
No
|
Limited to APRA funds, RSA (retirement savings account) providers or businesses linked to them
|
Super – TFN integrity check
|
Yes
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers or businesses linked to them
|
SuperMatch2 – Initiate ATO monies transfer
|
No
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
SuperMatch2 – Retrieve super details
|
No
|
Yes
|
Limited to APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector super schemes) or businesses linked to them
|
Category: Administration
Online service or form
|
Business Portal
|
SBR
|
Notes
|
View and action own mail
|
Yes
|
No
|
na
|
Access other user’s mail
|
Yes
|
No
|
na
|
Client tab permissions
These permissions are only displayed if the ABN relates to a registered agent number.
These permissions apply to:
- access to the client – they give users access to the clients of the registered agent
- access to the agent number – they only apply to users who have been given access to the registered agent number within Access Manager
- restricted clients – clients can be set as restricted clients in Access Manager, where only users with permission to access an individual restricted client or all restricted clients, able to access these clients.
Client tab permissions by category
Category: Restricted clients
Online service or form
|
Tax Agent OSFA
|
BAS Agent OSFA
|
SBR
|
ABR
|
Notes
|
Access to all restricted clients
|
Yes
|
Yes
|
Yes
|
Yes
|
na
|
Category: Client details
Online service or form
|
Transaction
|
Tax Agent OSFA
|
BAS Agent OSFA
|
SBR
|
ABR
|
Notes
|
Registration details
|
- View
- Add/Update
- Cancel ABN
|
Yes
|
Yes
|
No
|
Yes
|
na
|
Clients
|
|
Yes
|
Yes
|
Yes
|
Yes
|
na
|
Financial and payment details
|
Add/Update
|
Yes
|
Yes
|
Yes
|
No
|
na
|
Account details
|
View
|
Yes
|
Yes
|
No
|
No
|
na
|
Reports
|
View
|
Yes
|
Yes
|
Yes
|
No
|
Includes client list reports and client lodgment reports
|
Tax roles
|
|
Yes
|
Yes
|
Yes
|
No
|
na
|
Statement of account (superannuation)
|
View
|
Yes
|
No
|
No
|
No
|
Limited to ABNs belonging to 'Statement of account' with APRA funds, RSA (retirement savings account) providers, EPSSS (exempt public sector superannuation schemes) or businesses linked to them
|
Superannuation details
|
View
|
Yes
|
No
|
Yes
|
No
|
na
|
Category: Payments and Refunds
Online service or form
|
Transaction
|
Tax Agent OSFA
|
BAS Agent OSFA
|
SBR
|
Notes
|
Make payment
|
Submit
|
Yes
|
Yes
|
No
|
na
|
Payment plans
|
Submit
|
Yes
|
Yes
|
Yes
|
Includes Add/Update financial institution details
|
Refund requests
|
Submit
|
Yes
|
Yes
|
No
|
na
|
Transfer requests
|
Submit
|
Yes
|
No
|
No
|
na
|
Category: ATO transactions
Online service or form
|
Transaction
|
Tax Agent OSFA
|
BAS Agent OSFA
|
SBR
|
Notes
|
Activity statements
|
- View
- Prepare
- Lodge
- Revise
|
Yes
|
Yes
|
Yes
|
na
|
Annual investment income report
|
|
Yes
|
Yes
|
No
|
na
|
Attribution managed investment trust return
|
|
Yes
|
Yes
|
No
|
na
|
Certificate of coverage request
|
- View
- Prepare
- Lodge
- Revise
|
Yes
|
Yes
|
Yes
|
na
|
Closely held trust beneficiary reports
|
|
No
|
No
|
Yes
|
Includes TFN Report and TFN Withholding report
|
Common Reporting Standard (CRS) statement
|
|
Yes
|
No
|
Yes
|
na
|
Consolidated group notification
|
|
No
|
No
|
Yes
|
na
|
Country-by-Country (CbC) report
|
|
Yes
|
Yes
|
Yes
|
na
|
Direct debit
|
|
No
|
No
|
Yes
|
Excluding BAS agents
|
Early stage innovation company report
|
|
Yes
|
Yes
|
No
|
na
|
Electronic payment systems transaction report
|
|
Yes
|
Yes
|
Yes
|
na
|
Employee commencement form
|
|
No
|
No
|
Yes
|
na
|
Employee share scheme annual report
|
|
Yes
|
Yes
|
No
|
na
|
FBT return
|
|
No
|
No
|
Yes
|
Fringe benefits tax
|
Foreign Account Tax Compliance Act (FATCA)
|
|
Yes
|
Yes
|
No
|
na
|
General purpose financial statements
|
|
Yes
|
No
|
Yes
|
na
|
Individual income tax return
|
|
No
|
No
|
Yes
|
na
|
Non-individual income tax return
|
|
No
|
No
|
Yes
|
na
|
Objection and private ruling applications
|
|
Yes
|
Yes
|
Yes
|
na
|
PAYG payment summary
|
|
No
|
No
|
Yes
|
na
|
Payroll event form
|
|
No
|
No
|
Yes
|
na
|
Quarterly TFN or ABN report
|
|
Yes
|
Yes
|
No
|
na
|
Small Business Superannuation Clearing House
|
|
Yes
|
Yes
|
No
|
na
|
SMSF annual return
|
|
No
|
No
|
Yes
|
Self-managed super fund
|
Super contribution report
|
Lodge
|
Yes
|
No
|
No
|
na
|
Super ENCC and RENCC election form
|
|
Yes
|
No
|
No
|
na
|
Super transfer balance account report
|
|
Yes
|
No
|
No
|
na
|
Taxable payments annual report
|
|
Yes
|
Yes
|
Yes
|
na
|
Transfer of shares and units
|
|
Yes
|
No
|
Yes
|
na
|
TFN declaration
|
|
Yes
|
Yes
|
Yes
|
na
|
Category: Administration
Online service or form
|
Tax OSFA
|
BAS OSFA
|
SBR
|
Notes
|
View and action own mail
|
Yes
|
Yes
|
No
|
na
|
Access other agent's mail
|
Yes
|
Yes
|
No
|
na
|
Trust account details
|
No
|
No
|
Yes
|
Includes EFT reconciliation reports and lodgment performance reports
|
View agent reports
|
No
|
No
|
Yes
|
na
|
Government tab permissions
These permissions are only available to ABNs who have been setup by the ATO in Access Manager as a government partner agency, a state and territory government agency or access to the phoenix watch list (as shown in the Notes).
Government tab permissions by category
Category: Partner agency
Online service or form
|
Business Portal
|
SBR
|
ABR
|
ABR search
|
No
|
No
|
Yes
|
Single ABN search
|
No
|
No
|
Yes
|
Government welfare reporting
|
Yes
|
No
|
No
|
Category: Phoenix watch list
Online service or form
|
Business Portal
|
SBR
|
ABR
|
View phoenix watch list
|
No
|
No
|
Yes
|
Update phoenix watch list
|
No
|
No
|
Yes
|
Category: State and territory agencies
Online service or form
|
Business Portal
|
SBR
|
ABR
|
Real property sales reporting
|
Yes
|
No
|
No
|
Permissions within Access Manager are used to control access for authorised users to our online services.