Show download pdf controls
  • 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:

    • Custom
    • Full.

    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

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Attribution managed investment trust return

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Certificate of coverage request

    • View
    • Prepare
    • Lodge
    • Revise

     

    Yes

    Yes

    na

    Closely held trust beneficiary reports

    • Prepare
    • Lodge

     

    No

    Yes

    Includes TFN Report and TFN Withholding report

    Common Reporting Standard (CRS) statement

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Consolidated group notification

    • Prepare
    • Lodge

     

    No

    Yes

    na

    Country-by-Country (CbC) report

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Direct debit

    • Prepare
    • Lodge

     

    No

    Yes

    na

    Early stage innovation company report

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Electronic payment systems transaction report

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Electronic portability form

    • View

     

    Yes

    Yes

    na

    Employee commencement form

    • View
    • Prepare
    • Lodge

     

    No

    Yes

    na

    Employee share scheme annual report

    • Prepare
    • Lodge

     

    Yes

    No

    na

    FBT return

    • Prepare
    • Lodge

     

    No

    Yes

    Fringe benefits tax

    Foreign Account Tax Compliance Act (FATCA)

    • Prepare
    • Lodge

     

    Yes

    No

    na

    General purpose financial statements

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Member contributions statement

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Merchants point of sale transactions reporting

    • View
    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Non-individual income tax return

    • Prepare
    • Lodge

     

    No

    Yes

    na

    Objection and private ruling applications

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    PAYG payment summary

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Payroll event form

    • View
    • Lodge

     

    No

    Yes

    na

    Private health insurance report

    • Prepare
    • Lodge

     

    Yes

    No

    Available to ABNs belonging to a private health insurance fund

    Quarterly TFN or ABN report

    • Prepare
    • Lodge

     

    Yes

    No

    na

    Small Business Super Clearing House

    • View
    • Lodge

     

    Yes

    No

    na

    SMSF annual return

    • Prepare
    • Lodge

     

    No

    Yes

    Self-managed super fund

    Super guarantee charge statement

    • Prepare
    • Lodge

     

    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

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    TFN declaration

    • Prepare
    • Lodge

     

    Yes

    Yes

    na

    Transfer of shares and units

    • Prepare
    • Lodge

     

    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

    • View
    • Add/Update

     

    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

    • View
    • Add/Update

     

    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

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    Attribution managed investment trust return

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    Certificate of coverage request

    • View
    • Prepare
    • Lodge
    • Revise

     

    Yes

    Yes

    Yes

    na

    Closely held trust beneficiary reports

    • Prepare
    • Lodge

     

    No

    No

    Yes

    Includes TFN Report and TFN Withholding report

    Common Reporting Standard (CRS) statement

    • Prepare
    • Lodge

     

    Yes

    No

    Yes

    na

    Consolidated group notification

    • Prepare
    • Lodge

     

    No

    No

    Yes

    na

    Country-by-Country (CbC) report

    • Prepare
    • Lodge

     

    Yes

    Yes

    Yes

    na

    Direct debit

    • Prepare
    • Lodge

     

    No

    No

    Yes

    Excluding BAS agents

    Early stage innovation company report

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    Electronic payment systems transaction report

    • Prepare
    • Lodge

     

    Yes

    Yes

    Yes

    na

    Employee commencement form

    • View
    • Prepare
    • Lodge

     

    No

    No

    Yes

    na

    Employee share scheme annual report

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    FBT return

    • Prepare
    • Lodge

     

    No

    No

    Yes

    Fringe benefits tax

    Foreign Account Tax Compliance Act (FATCA)

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    General purpose financial statements

    • Prepare
    • Lodge

     

    Yes

    No

    Yes

    na

    Individual income tax return

    • Prepare
    • Lodge

     

    No

    No

    Yes

    na

    Non-individual income tax return

    • Prepare
    • Lodge

     

    No

    No

    Yes

    na

    Objection and private ruling applications

    • Prepare
    • Lodge

     

    Yes

    Yes

    Yes

    na

    PAYG payment summary

    • Prepare
    • Lodge

     

    No

    No

    Yes

    na

    Payroll event form

    • View
    • Lodge

     

    No

    No

    Yes

    na

    Quarterly TFN or ABN report

    • Prepare
    • Lodge

     

    Yes

    Yes

    No

    na

    Small Business Superannuation Clearing House

    • View
    • Lodge

     

    Yes

    Yes

    No

    na

    SMSF annual return

    • Prepare
    • Lodge

     

    No

    No

    Yes

    Self-managed super fund

    Super contribution report

    Lodge

    Yes

    No

    No

    na

    Super ENCC and RENCC election form

    • Prepare
    • Lodge

     

    Yes

    No

    No

    na

    Super transfer balance account report

    • View
    • Lodge

     

    Yes

    No

    No

    na

    Taxable payments annual report

    • Prepare
    • Lodge

     

    Yes

    Yes

    Yes

    na

    Transfer of shares and units

    • Prepare
    • Lodge

     

    Yes

    No

    Yes

    na

    TFN declaration

    • Prepare
    • Lodge

     

    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

      Last modified: 26 Mar 2020QC 50457