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  • Tax agent online services guide

    Use the Tax agent online services guide to work out how best to complete your query or transaction online. We recommend you bookmark this page as we regularly update the information.

    Also visit and bookmark Tax professionals newsroom to keep up-to-date with news and updates about working online, and see each online channel that is available to tax agents.

    To print your online services guide you can:

    • print the guide directly from your web browser
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    Tax agent online services guide

    Select the relevant topic:

    Account information

    Table: Account information

    Account information

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    Account balance

    No

    Yes

    Yes

    View and use accounts

    Yes

    Yes

    No

    Notice of assessment – individual

    Yes

    Yes

    Yes

    Notice of assessment – non-individual

    No

    No

    No

    Name changes – individuals

    Yes

    No

    No

    Copy of return

    No

    Yes

    Yes

    Refund or credit transfer

    No

    Yes

    Yes

    Replacement cheques

    No

    Yes

    Yes

    View details and print

    No

    Yes

    Yes

    GST property credits

    No

    No

    No

    View GIC calculation details

    No

    No

    Yes

    GIC remission requests

    No

    Yes

    Yes

    Higher education loan program

    No

    Yes

    Yes

    Bank details – update for activity statement roles

    No

    Yes

    Yes

    Bank details – update for income tax

    No

    Yes

    No

    Request remission of failure to lodge penalty

    Yes

    Yes

    Yes

    See also:

    Back to the topic list

    Activity statements

    Table: List of activity statement services

    Activity statements

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    PLS

    Claim fuel tax credits

    No

    Yes

    Yes

    Yes

    Confirm lodgment

    No

    Yes

    Yes

    Yes

    Confirm processing

    No

    Yes

    Yes

    Yes

    Lodge business activity statement (BAS)

    No

    Yes

    Yes

    Yes

    Lodge Simpler BAS

    No

    Yes

    Yes

    Yes

    Lodge instalment activity statement (IAS)

    No

    Yes

    Yes

    Yes

    Lodge annual GST return

    No

    Yes

    Yes

    Yes

    Lodge annual IAS

    No

    Yes

    Yes

    Yes

    Lodgment deferral request

    No

    Yes

    Yes

    Yes

    Request for additional time to lodge

    No

    Yes

    Yes

    No

    View document identification number

    No

    Yes

    Yes

    Yes

    Revise

    No 

    Yes

    Yes

    Yes

    Vary instalment amount

    No

    Yes

    Yes

    Yes

    View and prepare

    No

    Yes

    Yes

    Yes

    See also:

    Back to the topic list

    Debt and payment

    Table: List of debt and payment options

    Debt and payment

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    Print payment slips – payment options

    No

    Yes

    Yes

    Make Payment plans

    No

    Yes

    No

    View payment plans

    No

    Yes

    No

    Payments via credit and debit card

    Yes

    Yes

    No

    GIC remission request

    No

    Yes

    Yes

    Help with paying

    Yes

    Yes

    Yes

    View and print a client's activity statement account

    No

    Yes

    Yes

    How to pay

    Yes

    Yes

    Yes

    Back to the topic list

    Lodgment

    Table: Lodgment activities

    Lodgment

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    PLS

    Non-lodgment advice or advise return not necessary and further returns not necessary – individual clients

    No

    Yes

    Yes

    Yes

    Non-lodgment advice or advise return not necessary and further returns not necessary – non-individual clients

    No

    No

    Yes

    Yes

    Confirm lodgment

    No

    Yes

    Yes

    Yes

    Lodge activity statements

    No

    Yes

    Yes

    Yes

    Lodge revised activity statements

    No

    Yes

    Yes

    Yes

    Lodge PAYG withholding annual reports

     No

    Yes

    Yes

    Yes

    Lodge taxable payments annual report 

     No

    Yes

    Yes

    Yes

    Lodge auditor/actuary contravention reports

    Yes

    No

    No

    No

    Lodge FBT returns

    No

    No

    No

    Yes

    Lodge individual income tax returns

    No

    No

    No

    Yes

    Lodge non-individual income tax returns

    No

    No

    No

    Yes

    Lodge superannuation fund returns

    No

    No

    No

    Yes

    Lodge self-managed super funds

    No

    No

    No

    Yes

    Lodge future year returns

    No

    No

    No

    Yes

    Lodge member contribution statements

    No

    Yes

    No

    Yes

    Lodge taxable payments annual report

    No

    Yes

    Yes

    Yes

    Lodge tax file number (TFN) declaration reports

    No

    Yes

    Yes

    Yes

    Lodge annual investment income report (AIIR)

    No

    Yes

    Yes

    No

    Lodge quarterly TFN reports

    No

    Yes

    Yes

    No

    Lodge employee share scheme reports

    No

    Yes

    Yes

    No

    Lodge certificate of coverage

    No

    Yes

    Yes

    No

    Amendment of income tax returns for individuals

    No

    No

     No

    Yes

    Amendment of income tax returns for non-individuals

    No

    No

    Yes

    Yes

    Amendment of income tax returns for partnerships

    No

    Yes

    Yes

    Yes

    Amendment of income tax returns for companies

    No

    Yes

    Yes

    Yes

    Amendment of income tax returns for trusts

    No

    Yes

    Yes

    Yes

    Amendment of income tax returns for FBT

    No

    No

    No

    Yes

    Amendment of income tax returns for superannuation funds

    No

    Yes

    No

    Yes

    Amendment of income tax returns for self-managed super funds

    No

    No

    No 

    Yes

    Lodgment deferral – application for deferral

    No

    Yes

    Yes

    Yes

    Lodgment deferral – review of deferral decision

    No

    Yes

    Yes

    No

    Lodgment deferral – lodgment performance

    Yes

    Yes

    No

    Yes

    Lodgment deferral – help with your lodgment program

    Yes

    Yes

    Yes

    No

    Objections – submit

    No

    Yes

    Yes

    No

    Objections – submit further information

    No

    Yes

    Yes

    No

    Private binding ruling (PBR) – apply

    Yes

    Yes

    Yes

    Yes

    Private binding ruling (PBR) – submit further information

    No

    Yes

    Yes

    No

    Submit a range of online forms

    No

    Yes

    Yes

    No

    View income tax lodgment status

    No

    Yes

    Yes

    Yes

    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.

    See also:

    Back to the topic list

    Practice administration

    Table: Practice administration services

    Practice administration

    ato.gov.au

    ABR

    Online services for agents

    Tax Agent Portal

    PLS

    Access Manager system assistance

    Yes

    No

    No

    No

    No

    Add or delete clients

    No

    No

    Yes

    Yes

    Yes

    Add or delete payroll only clients

    No

    No

    Yes

    No

    Yes

    AUSkey – Register

    No

    Yes

    No

    No

    No

    Changing your practice contact details

    Yes

    Yes

    No

    No

    No

    Feedback and complaints

    Yes

    No

    Yes

    Yes

    No

    Electronic forms

    No

    No

    Yes

    Yes

    No

    Order publications

    Yes

    No

    No

    No

    No

    Report integrity issues and suspected tax evasion

    Yes

    No

    No

    No

    No

    System assistance including access, technical difficulties, functions and navigation

    Yes

    No

    No

    No

    No

    Online services for agents and Tax Agent Portal – send and receive messages (Portal Mail/Practice Mail)

    No

    No

    Yes

    Yes

    No

    Other services – view your practice details

    No

    Yes

    Yes

    Yes

    No

    Other services – complex issue resolution

    Yes

    No

    No

    No

    No

    Back to the topic list

    Registration

    Table: Registration

    Registration

    ato.gov.au

    ABR

    Online services for agents

    Tax Agent Portal

    PLS

    Register for AUSkey

    No

    Yes

    No

    No

    No

    Register for ABN

    No

    Yes

    No

    No

    No

    Register for GST

    Yes

    Yes

    Yes

    Yes

    Yes

    Register for PAYG withholding

    Yes

    No

    Yes

    No

    No

    Register for fuel tax credits (FTC)

    No

    Yes

    Yes

    Yes

    Yes

    Register for luxury car tax (LCT)

    No

    No

    Yes

    Yes

    No

    Register for wine equalisation tax (WET)

    No

    No

    Yes

    Yes

    No

    Register for TFN (non-individual)

    Yes

    Yes

    No

    No

    No

    Update addresses, contacts, some tax types

    Yes

    Yes

    Yes

    Yes

    Yes

    Update legal name – individual or sole trader

    No

    Yes

    No

    No

    No

    Update legal name – other entities except for-profit companies

    No

    Yes

    Yes

    Yes

    Yes

    Update main industry and activity

    No

    Yes

    No

    No

    No

    Update associate details

    No

    Yes

    No

    No

    No

    Update – advise that a client is deceased

    No

    No

    Yes

    Yes

    Yes

    Cancel GST, PAYG withholding, luxury car tax (LCT), wine equalisation tax (WET)

    No

    No

    Yes

    Yes

    Yes

    Cancel fuel tax credits (FTC)

    No

    No

    Yes

    Yes

    Yes

    Cancel ABN

    Yes

    Yes

    No

    No

    No

    View client registration and tax type summary

    No

    No

    Yes

    Yes

    No

    Next step:

    See also:

    Back to the topic list

    Reports available

    Table: Reports available

    Reports available

    Online services for agents

    Tax Agent Portal

    PLS

    Activity statement client list

    Yes

    No

    Yes

    Activity statement lodgment

    No

    No

    Yes

    BAS and IAS – outgoing activity statements

    No

    No

    No

    Client account running balance

    Yes

    Yes

    No

    Communication History/ Client correspondence list/

    Yes

    Yes

    No

    Client statistics

    No

    No

    No

    Due lodgment

    No

    No

    No

    Electronic funds transfer (EFT) reconciliation

    No

    No

    Yes

    Family trust/interposed entity election

    Yes

    Yes

    No

    Income tax and fringe benefits tax lodgment performance

    Yes

    No

    Yes

    Income tax client list

    Yes

    No

    Yes

    Income tax lodgment status

    Yes

    Yes

    Yes

    Outstanding activity statements

    Yes

    Yes

    No

    PAYG instalment

    Yes

    Yes

    No

    Pre-filling

    Yes

    Yes

    No

    Senior Australians tax offset

    No

    Yes

    No

    Year to date excise revenue product summary

    Yes

    Yes

    No

    Year to date interest summary

    Yes

    Yes

    No

    Year to date revenue product summary

    Yes

    Yes

    No

    See also:

    Back to the topic list

    Single Touch Payroll

    Table: Single Touch Payroll (STP) reports

    Report

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    PLS

    STP – View Income Statements Report

    No

    Yes

    Yes

    No

    STP reporting

    No

    Yes

    Yes

    Yes

    Superannuation

    Table: Super reports

    Report

    ato.gov.au

    Online services for agents

    Tax Agent Portal

    PLS

    Fund details

    No

    Yes

    No

    No

    Total superannuation balance

    No

    Yes

    No

    No

    Bring forward arrangement

    No

    Yes

    No

    No

    Transfer balance cap

    No

    Yes

    No

    No

    Small Business Superannuation Clearing House (SBSCH)/Super Clearing House

    No

    Yes

    Yes

    No

    Tax law and advice

    Back to the topic list

    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.

    Last modified: 05 Feb 2019QC 20039