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  • Access Manager permissions for ATO and ABR online services

    Access Manager enables an Access Administrator to assign permissions for standard users in their business to control access to ATO online services.

    Access Administrators are either: details provided / completed

    • Administrator AUSkey holders
    • connected myGov users with Administrator access.

    Standard users are either:

    • standard AUSkey holders
    • connected myGov users with standard access
    • device AUSkeys.

    Full administrators have 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.

    The tables below list the available permissions in Access Manager and the related online channel or system.

    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/Tax Agent Portal/BAS Agent Portal/SBR: The system the permission applies to. Some permissions give access to multiple systems. Example: ‘View business registration details’ gives access to that function in both the Business Portal and the ABR.

    File transfer function: Some permissions give access to bulk file transaction functions in the ATO portals (Business, Tax Agent and BAS Agent).

    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/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Registration details
    • View
    • Add/Update
    • Cancel ABN

     

    Y

    N

    N

    Y

    n/a

    Financial institution details

    Add/Update

    Y

    Y

    N

    N

    n/a

    Account details

    View

    Y

    N

    N

    N

    n/a

    Tax roles

    View

    Y

    Y

    N

    N

    n/a

    Statement of account (Superannuation)

    View

    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
    Category: Payments and Refunds

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Payment plans

    Submit

    N

    Y

    N

    N

    Includes add/update financial institutions

    Refund requests

    Submit

    Y

    N

    N

    N

    n/a

    Transfer requests

    Submit

    Y

    N

    N

    N

    n/a
    Category: ATO transactions

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Activity Statements
    • View
    • Prepare
    • Lodge
    • Revise

     

    Y

    Y

    N

    N

    n/a

    Annual investment income report
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Attribution managed investment trust return
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Certificate of coverage request
    • View
    • Prepare
    • Lodge
    • Revise

     

    Y

    Y

    N

    N

    n/a

    Closely held trust beneficiary reports
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    Includes TFN Report and TFN Withholding report

    Common Reporting Standard (CRS) Statement
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Consolidated group notification
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    n/a

    Country by country report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Direct debit
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    n/a

    Early stage innovation company report
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Electronic payment systems transaction report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Electronic portability form
    • View

     

    Y

    Y

    Y

    N

    n/a

    Employee commencement form
    • View
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    n/a

    Employee share scheme annual report
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    FBT return
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    Fringe Benefits tax

    Foreign account tax compliance act (FATCA)
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    General purpose financial statements
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Member contributions statement
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Merchants point of sale transactions reporting
    • View
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Non-Individual income tax return
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    n/a

    Objection and private ruling applications
    • Prepare
    • Lodge

     

    Y

    Y

    N

    N

    n/a

    PAYG payment summary
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Payroll event form
    • View
    • Lodge

     

    N

    Y

    N

    N

    n/a

    Private health insurance report
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    Available to ABNs belong to a Private Health Insurance Fund

    Quarterly TFN/ABN report
    • Prepare
    • Lodge

     

    Y

    N

    Y

    N

    n/a

    Small Business Super Clearing House
    • View
    • Lodge

     

    Y

    N

    N

    N

    n/a

    SMSF annual return
    • Prepare
    • Lodge

     

    N

    Y

    N

    N

    Self- managed super fund

    Super guarantee charge statement
    • Prepare
    • Lodge

     

    Y

    N

    N

    N

    n/a

    Super – Compassionate release of superannuation

    View

    Y

    N

    Y

    N

    n/a

    Superannuation contribution report

    Lodge

    N

    Y

    N

    N

    n/a

    Superannuation transfer balance account report

    Lodge

    Y

    N

    Y

    N

    Limited to APRA funds, SMSF, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Super Schemes) LIP (Life Insurance Providers)

    Taxable payments annual report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    TFN declaration
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a

    Transfer of shares and units
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    n/a
    Category: ATO Services

    Online service/ form

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Employer TFN integrity check

    N

    Y

    Y

    N

    Available to employers, or a business linked to an employer

    Super product details – view

    Y

    Y

    N

    N

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

    Super products – List

    Y

    Y

    N

    N

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

    Super product details – lodge

    Y

    Y

    N

    N

    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

    Y

    N

    N

    N

    Limited to APRA funds, Gov non-regulated funds

    SMSF – Verification service for rollovers/contributions

    N

    Y

    N

    N

    Limited to APRA funds, Gov non-regulated funds, employer

    Super – Member account services – view

    Y

    Y

    Y

    N

     Limited to APRA funds, RSA (Retirement Savings Account) providers or businesses linked to them

    Super – Member account services – lodge

    Y

    Y

    Y

    N

    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)

    Y

    N

    N

    N

    Limited to APRA funds, RSA (Retirement Savings Account) providers or businesses linked to them

    Super TFN integrity check

    Y

    Y

    Y

    N

     Limited to APRA funds, RSA (Retirement Savings Account) providers or businesses linked to them

    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
    Category: Administration

    Online service/ form

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    View and action own mail

    Y

    N

    N

    N

    n/a

    Access other user’s mail

    Y

    N

    N

    N

    n/a

    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. Only users with permission to access an individual restricted client or all restricted clients, can access these clients.

    Client tab permissions by category

    Category: Restricted clients

    Online service/ form

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Access to all restricted clients

    Y

    Y

    Y

    N

    Y

    n/a
    Category: Client details

    Online service/ form

    Transaction

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Registration details
    • View
    • Add/Update
    • Cancel ABN

     

    Y

    Y

    N

    N

    Y

    n/a

    Clients
    • View
    • Add/Update

     

    Y

    Y

    Y

    N

    Y

    n/a

    Financial institution details

    Add/Update

    Y

    Y

    Y

    N

    N

    n/a

    Account details

    View

    Y

    Y

    N

    N

    N

    n/a

    Reports

    View

    Y

    Y

    Y

    N

    N

    Includes client list reports and client lodgment reports

    Tax roles
    • View
    • Add/update

     

    Y

    Y

    Y

    N

    N

    n/a

    Statement of account (superannuation)

    View

    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

    Superannuation details

    View

    Y

    N

    Y

    N

    N

    n/a
    Category: Payments and Refunds

    Online service/ form

    Transaction

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Payment plans

    Submit

    Y

    Y

    Y

    N

    N

    Includes Add / Update financial institution details

    Refund requests

    Submit

    Y

    Y

    N

    N

    N

    n/a

    Transfer requests

    Submit

    Y

    N

    N

    N

    N

    n/a
    Category: ATO transactions

    Online service/ form

    Transaction

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Activity statements
    • View
    • Prepare
    • Lodge
    • Revise

     

    Y

    Y

    Y

    N

    N

    n/a

    Annual investment income report
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    Attribution managed investment trust return
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    Certificate of coverage request
    • View
    • Prepare
    • Lodge
    • Revise

     

    Y

    Y

    Y

    N

    N

    n/a

    Closely held trust beneficiary reports
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    Includes TFN Report and TFN Withholding report

    Common Reporting Standard (CRS) Statement
    • Prepare
    • Lodge

     

    Y

    N

    Y

    Y

    N

    n/a

    Consolidated group notification
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    n/a

    Country by country report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    Y

    N

    n/a

    Direct debit
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    Excluding BAS agents

    Early stage innovation company report
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    Electronic payment systems transaction report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    Y

    N

    n/a

    Employee commencement form
    • View
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    n/a

    Employee share scheme annual report
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    FBT return
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    Fringe Benefits tax

    Foreign account tax compliance act (FATCA)
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    General purpose financial statements
    • Prepare
    • Lodge

     

    Y

    N

    Y

    Y

    N

    n/a

    Individual income tax return
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    n/a

    Non-Individual income tax return
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    n/a

    Objection and private ruling applications
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    N

    N

    n/a

    PAYG payment summary
    • Prepare
    • Lodge

     

    N

    N

    Y

    Y

    N

    n/a

    Payroll event form
    • View
    • Lodge

     

    N

    N

    Y

    N

    N

    n/a

    Quarterly TFN/ABN report
    • Prepare
    • Lodge

     

    Y

    Y

    N

    Y

    N

    n/a

    Small business super clearing house
    • View
    • Lodge

     

    Y

    Y

    N

    N

    N

    n/a

    SMSF annual return
    • Prepare
    • Lodge

     

    N

    N

    Y

    N

    N

    Self- managed super fund

    Super contribution report

    Lodge

    Y

    N

    N

    N

    N

    n/a

    Super ENCC and RENCC election form
    • Prepare
    • Lodge

     

    Y

    N

    N

    N

    N

    n/a

    Super transfer balance account report
    • View
    • Lodge

     

    Y

    N

    N

    Y

    N

    n/a

    Taxable payments annual report
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    Y

    N

    n/a

    Transfer of shares and units
    • Prepare
    • Lodge

     

    Y

    N

    Y

    Y

    N

    n/a

    TFN declaration
    • Prepare
    • Lodge

     

    Y

    Y

    Y

    Y

    N

    n/a
    Category: Administration

    Online service/ form

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    View and action own mail

    Y

    Y

    N

    N

    N

    n/a

    Access other agent's mail

    Y

    Y

    N

    N

    N

    n/a

    Trust account details

    N

    N

    Y

    N

    N

    Includes EFT reconciliation reports and lodgment performance reports

    View agent reports

    N

    N

    Y

    N

    N

    n/a

    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/ form

    Tax Agent Portal

    BAS Agent Portal

    Business Portal

    SBR

    ABR

    Notes

    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

    Government welfare reporting

    N

    N

    Y

    N

    N

    Visible to ABNs set as a government partner agency
    Category: Phoenix watch list

    Online service/ form

    Tax Agent Portal

    BAS Agent Portal

    Business Portal

    SBR

    ABR

    Notes

    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
    Category: State and territory agencies

    Online service/ form

    Tax Agent Portal

    BAS Agent Portal

    Business Portal

    SBR

    ABR

    Notes

    Real property sales reporting

    N

    N

    Y

    N

    N

    Visible to ABNs set as a state and territory government agency
      Last modified: 17 Dec 2018QC 50457