My Business/Client details

View business registration details

Y

N

N

Y

Update business registration details

Y

N

N

Y

Cancel business registration details

N

N

N

Y

Add/Update financial institution details

Y

Y

N

N

View account details

Y

N

N

N

Submit payment plan (sole trader)

N

Y

N

N

Includes add/update financial institutions

Submit refund request

Y

N

N

N

Submit transfer request

Y

N

N

N

Search and verify SMSF member

Y

N

N

N

Limited to APRA funds or businesses linked to an APRA fund

Lodge super product details

Y

Y

N

N

Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Super Schemes) or businesses linked to them

Modify tax roles

N

Y

N

N

View statement of account

Y

N

N

N

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

ATO transactions

Activity Statements

View, Prepare, Lodge, Revise

Y

Y

N

N

Annual investment income report

Prepare, Lodge

Y

N

Y

N

Attribution managed investment trust return

Prepare, Lodge

Y

N

Y

N

Certificate of coverage request

View, Prepare, Lodge, Revise

Y

Y

N

N

Closely held trust beneficiary reports

Prepare, Lodge

N

Y

N

N

Includes TFN Report and TFN Withholding report

Consolidated group notification

Prepare, Lodge

N

Y

N

N

Country-by- country report

View, Prepare, Submit, Change

Y

Y

Y

N

Direct debit

Prepare, Lodge

N

Y

N

N

Early stage innovation company report

Prepare, Submit

Y

N

Y

N

Electronic payment systems transaction report

Prepare, Submit

Y

Y

Y

N

Electronic portability form

View

Y

Y

Y

N

Employee commencement form

View, Prepare, Lodge

N

Y

N

N

Employee share scheme annual report

Prepare, Lodge

Y

N

Y

N

FBT return

Prepare, Lodge

N

Y

N

N

Fringe Benefits tax

Foreign account tax compliance act

Prepare, Lodge

Y

N

Y

N

General purpose financial statements

View, prepare, submit, change

Y

N

Y

N

Member contributions statement

Prepare, Lodge

Y

N

Y

N

Non-Individual income tax return

Prepare, Lodge

N

Y

N

N

PAYG payment summary

Prepare, Lodge

Y

Y

Y

N

Payroll event form

Lodge

N

Y

N

N

Private health insurance report

Prepare, Lodge

Y

N

Y

N

Available to ABNs belong to a Private Health Insurance Fund

Private ruling application

Prepare, Lodge

Y

Y

N

N

Quarterly TFN/ABN report

Prepare, Lodge

Y

N

Y

N

SMSF annual return

Prepare, Lodge

N

Y

N

N

Self- managed super fund

Super guarantee charge statement

Prepare, Lodge

Y

N

N

N

Superannuation contribution report

Lodge

N

Y

N

N

Taxable payments annual report

Prepare, Lodge

Y

Y

Y

N

TFN declaration

Prepare, Lodge

Y

Y

Y

N

ATO services

Employer TFN integrity check

N

Y

Y

N

Available to employers, or a business linked to an employer

List super products

N

Y

N

N

Super TFN integrity check

N

Y

Y

N

SuperMatch2 – Initiate ATO monies transfer

N

Y

N

N

Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Super Schemes) or businesses linked to them

SuperMatch2 – Retrieve super details

N

Y

N

N

Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Super Schemes) or businesses linked to them

View super product details

Y

Y

N

N

Administration

View and action own mail

Y

N

N

N

Access other user’s mail

Y

N

N

N

Restricted clients

Access to all restricted clients

Y

Y

Y

N

Y

Client details

View client registration details

Y

Y

N

N

Y

Update client registration details

Y

Y

Y

N

Y

Cancel client ABN registration

N

N

N

N

Y

View client

Y

Y

Y

N

Y

Add/Delete client

Y

Y

Y

N

N

Add / Update financial institution details

Y

Y

Y

N

N

View account details

Y

Y

N

N

N

Submit payment plan

Y

Y

Y

N

N

Includes Add / Update financial institution details

Submit refund request

Y

Y

N

N

N

Submit transfer request

Y

N

N

N

N

View client reports

Y

Y

Y

N

N

Includes client list reports and client lodgment reports

Modify tax roles

N

N

Y

N

N

View statement of account

Y

N

N

N

N

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

Category

Online service/ form

Transaction

Tax Agent Portal

BAS Agent Portal

SBR

File transfer function (Portal)

ABR

Notes

ATO transactions

Activity statements

View, Prepare, Lodge, Revise

Y

Y

Y

N

N

Annual investment income report

Prepare, Lodge

Y

Y

N

Y

N

Attribution managed investment trust return

Prepare, Lodge

Y

Y

N

Y

N

Certificate of coverage request

View, Prepare, Lodge, Revise

Y

Y

Y

N

N

Closely held trust beneficiary reports

Prepare, Lodge

N

N

Y

N

N

Includes TFN Report and TFN Withholding report

Consolidated group notification

Prepare, Lodge

N

N

Y

N

N

Country-by-country report

View, Prepare, Submit, Change

Y

Y

Y

Y

N

Direct debit

Prepare, Lodge

N

N

Y

N

N

Excluding BAS agents

Early stage innovation company report

Prepare, Submit

Y

Y

N

Y

N

Electronic payment systems transaction report

Prepare, Submit

Y

Y

Y

Y

N

Employee commencement form

Prepare, Lodge

N

N

Y

N

N

Employee share scheme annual report

Prepare, Lodge

Y

Y

N

Y

N

FBT return

Prepare, Lodge

N

N

Y

N

N

Fringe Benefits tax

Foreign account tax compliance act

Prepare, Lodge

Y

Y

N

Y

N

Individual income tax return

Prepare, Lodge

N

N

Y

N

N

Non-Individual income tax return

Prepare, Lodge

N

N

Y

N

N

PAYG payment summary

Prepare, Lodge

N

N

Y

Y

N

Payment event form

Lodge

N

N

Y

N

N

Private ruling application

Prepare, Lodge

Y

Y

Y

N

N

Quarterly TFN/ABN report

Prepare, Lodge

Y

Y

N

Y

N

SMSF annual return

Prepare, Lodge

N

N

Y

N

N

Self- managed super fund

Super ECC and ENCC election form

Prepare, Lodge

Y

N

N

N

N

Taxable payments annual report

Prepare, Lodge

Y

Y

Y

Y

N

TFN declaration

Prepare, Lodge

Y

Y

Y

Y

N

Category

Online service/ form

Transaction

Tax Agent Portal

BAS Agent Portal

SBR

File transfer function (Portal)

ABR

Notes

Administration

View and action own mail

Y

Y

N

N

N

Access other user’s mail

Y

Y

N

N

N

Trust account details

N

N

Y

N

N

Includes EFT reconciliation reports and lodgment performance reports

View agency reports

N

N

Y

N

N

Partner agency

ABR search

N

N

N

N

Y

Visible to ABNs set as a government partner agency

Single ABN search

N

N

N

N

Y

Visible to ABNs set as a government partner agency

Phoenix watch list

View phoenix watch list

N

N

N

N

Y

Visible to ABNs given access to the phoenix watch list

Update phoenix watch list

N

N

N

N

Y

Visible to ABNs given access to the phoenix watch list

State and territory agencies

Real property sales reporting

N

N

Y

N

N

Visible to ABNs set as a state and territory government agency