• 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:

    • 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

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    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

    Category

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    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

     

    Category

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    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

     

    Category

    Online service/ form

    Transaction

    Business Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    Administration

    View and action own mail

     

    Y

    N

    N

    N

     

    Access other user’s mail

     

    Y

    N

    N

    N

     

    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

    Online service/ form

    Transaction

    Tax Agent Portal

    BAS Agent Portal

    SBR

    File transfer function (Portal)

    ABR

    Notes

    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

     

    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

    Online service/ form

    Tax Agent Portal

    BAS Agent Portal

    Business Portal

    SBR

    ABR

    Notes

    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

      Last modified: 18 Jan 2017QC 50457