Tax agent online services guide

Use the tax agent online services guide to work out how best to complete your query or transaction online.

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Support using our digital services
Account information
Activity statements
Debt and payment
Lodgment
Practice administration
Registration
Reports available
Single Touch Payroll
Superannuation
Tax law and advice
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Support using our digital services

We have information and resources available to support you use our digital services, including:

Account information

Table 1: Account information
Account information	Online services for agents
Account balance	Yes
Bank details – update for activity statement roles	Yes
Bank details – update for income tax	Yes
Bank details – update for superannuation	Yes
Bank details – update for critical response account	Yes
GIC remission requests	Yes
Loan accounts	Yes
Name changes – individuals	No
Notice of assessment – individual	Yes
Notice of assessment – non-individual	No
Refund or credit transfer	Yes
Request remission of failure to lodge penalty	Yes
Request replacement cheques	Yes
View accounts	Yes
View excise and resource rent tax accounts	Yes
View details and print	Yes
View GST property credits	Yes
View GIC calculation details	No
View overpaid super accounts	Yes
View previously lodged income tax returns	Yes
View super guarantee accounts	Yes

Activity statements

Table 2: List of activity statement services
Activity statements	Online services for agents	PLS
Claim fuel tax credits	Yes	Yes
Confirm lodgment	Yes	Yes
Confirm processing	Yes	Yes
Lodge business activity statement (BAS)	Yes	Yes
Lodge instalment activity statement (IAS)	Yes	Yes
Lodge annual GST return	Yes	Yes
Lodge annual IAS	Yes	Yes
Lodge Simpler BAS	Yes	Yes
Lodgment deferral request	Yes	No
Request for additional time to lodge	Yes	No
Revise	Yes	Yes
Vary instalment amount	Yes	Yes
View document identification number	Yes	Yes
View and prepare	Yes	Yes

For more specific information on activity statements, see: Business activity statements (BAS)
Prepare and lodge
Activity statements – Online services for agents
Activity statements supported by PLS

Debt and payment

Table 3: List of debt and payment options
Debt and payment	Online services for agents
Card payment	Yes
GIC remission request	Yes
Help with paying	Yes
How to pay	Yes
Make payment plans	Yes
Payments via credit and debit card	Yes
Print payment options	Yes
Print payment slips	No
View and print a client's activity statement account	Yes
View payment plans	Yes

Lodgment

Table 4: Lodgment activities
Lodgment	Online services for agents	PLS
Amendment of income tax returns for individuals	No	Yes
Amendment of income tax returns for partnerships	Yes	Yes
Amendment of income tax returns for companies	Yes	Yes
Amendment of income tax returns for trusts	Yes	Yes
Amendment of income tax returns for FBT	No	Yes
Amendment of income tax returns for super funds	Yes	Yes
Amendment of income tax returns for self-managed super funds	No	Yes
Apply for statement of tax record	Yes	No
Confirm lodgment	Yes	Yes
Lodge activity statements	Yes	Yes
Lodge revised activity statements	Yes	Yes
Lodge PAYG withholding annual reports	Yes	Yes
Lodge taxable payments annual report	Yes	Yes
Lodge auditor/actuary contravention reports	No	No
Lodge FBT returns	No	Yes
Lodge individual income tax returns	No	Yes
Lodge non-individual income tax returns	No	Yes
Lodge super fund returns	No	Yes
Lodge self-managed super funds	No	Yes
Lodge future year returns	No	Yes
Lodge superannuation member contribution statements	Yes	Yes
Lodge taxable payments annual report	Yes	Yes
Lodge tax file number (TFN) declaration reports	Yes	Yes
Lodge annual investment income report (AIIR)	Yes	No
Lodge quarterly TFN and ABN reports	Yes	No
Lodge employee share scheme reports	Yes	No
Lodge certificate of coverage	Yes	No
Lodgment deferral – application for deferral	Yes	No
Lodgment deferral – review of deferral decision	Yes	No
Lodgment program – help with your lodgment program	Yes	No
Lodgment program performance	Yes	Yes
Non-lodgment advice or advise return not necessary and further returns not necessary – individual clients	Yes	Yes
Non-lodgment advice or advise return not necessary and further returns not necessary – non-individual clients	Yes	Yes
Objections – submit	Yes	No
Objections – submit further information	Yes	No
Private binding ruling (PBR) – apply	Yes	Yes
Private binding ruling (PBR) – submit further information	Yes	No
Submit a range of online forms	Yes	No
View income tax lodgment status	Yes	Yes
View progress of a tax return	Yes	No

To claim superannuation for temporary residents who have departed Australia and no longer have an active visa use the Departing Australia superannuation payments (DASP) online system.

Practice administration

Table 5: Practice administration services
Practice administration	ABR	Online services for agents	PLS
Access Manager system assistance	No	No	No
Add or delete clients	No	Yes	Yes
Add or delete payroll only clients	No	Yes	Yes
Changing your practice contact detailsExternal Link	Yes	No	No
Electronic forms	No	Yes	No
Feedback and complaints	No	Yes	No
Online services for agents– send and receive messages (practice mail)	No	Yes	No
Order ATO publications	No	No	No
Other services – Tax practitioner assistance service	No	Yes	No
Other services – view your practice details	Yes	Yes	No
Report integrity issues and suspected tax evasion	No	No	No
System assistance including access, technical difficulties, functions and navigation	No	No	No

Registration

Table 6: Registration
Registration	ABR	Online services for agents	PLS
Apply for an ABNExternal Link	Yes	No	No
Cancel an ABNExternal Link	Yes	No	No
Cancel GST, PAYG withholding, luxury car tax (LCT), wine equalisation tax (WET), fuel tax credits (FTC)	No	Yes	Yes
Set up myGovID and Relationship Authorisation Manager (RAM)	No	No	No
Register for fuel tax credits (FTC)	Yes	Yes	Yes
Register for GST	Yes	Yes	Yes
Register for luxury car tax (LCT)	No	Yes	No
Register for PAYG withholding	No	Yes	No
Register for TFN (non-individual)	Yes	No	No
Register for wine equalisation tax (WET)	No	Yes	No
Update – advise that a client is deceased	No	Yes	Yes
Update addresses, contacts, some tax types	Yes	Yes	Yes
Set client communication preferences and receive messages (client mail)	No	Yes	No
Update associate details	Yes	No	No
Update legal name – individual or sole trader	Yes	No	No
Update legal name – other entities except for-profit companies	Yes	Yes	Yes
Update main industry and activity	Yes	No	No
View client registration and tax type summary or tax registrations	No	Yes	No

Visit tpb.gov.auExternal Link if your query relates to your tax agent registration.

Reports available

Table 7: Reports available
Reports available	Online services for agents	PLS
Activity statement client list	Yes	Yes
Activity statement lodgment	No	Yes
BAS and IAS – outgoing activity statements	No	No
Client account running balance	Yes	No
Client statistics	No	No
Communication history	Yes	No
Due lodgment	No	No
Electronic funds transfer (EFT) reconciliation	No	Yes
Excise client list	Yes	No
Family trust or interposed entity election	Yes	No
FBT client list	Yes	No
Income tax and fringe benefits tax lodgment performance	Yes	Yes
Income tax client list	Yes	Yes
Income tax lodgment status	Yes	Yes
Outstanding activity statements	Yes	No
PAYG instalment	Yes	No
Pre-filling	Yes	No
Senior Australians tax offset	No	No
Year to date excise revenue product summary	No	No
Year to date interest summary	Yes	No
Year to date revenue product summary	Yes	No

Single Touch Payroll

Table 8: Single Touch Payroll (STP) reports
Report	Online services for agents	PLS
STP reporting	Yes	Yes
STP deferrals and exemptions	Yes	No
STP – view income statements report	Yes	No

Superannuation

Table 9: Super reports
Report	Online services for agents	PLS
Bring forward arrangement	Yes	No
Carry forward concessional contributions	Yes	No
Concessional contributions	Yes	No
Employer contributions	Yes	No
Fund details	Yes	No
Small Business Superannuation Clearing House (SBSCH)/Super Clearing House	Yes	No
Total superannuation balance	Yes	No
Transfer balance cap	Yes	No

Tax law and advice

If your query is not available to be completed online, use the Tax agent phone services (Fast Key Code) guide to find the right phone number for the topic you need to phone us about.

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Last modified: 22 Mar 2023QC 20039