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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.

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    Tax agent online services guide

    Select the relevant topic:

    Account information

    Account information – For business clients

    Account information

    ato.gov.au

    Tax Agent Portal

    Account balance

    No

    Yes

    View and use portal accounts

    Yes

    No

    Notice of assessment

    No

    No

    Refund or credit transfer

    No

    Yes

    Replacement cheques

    No

    Yes

    View details and print

    No

    Yes

    Account information – For personal clients

    Account information

    ato.gov.au

    Tax Agent Portal

    Account balance

    No

    Yes

    Explanation

    No

    No

    Name changes

    Yes

    No

    Notice of assessment

    Yes

    Yes

    Refund or credit transfer

    No

    Yes

    Replacement cheques

    No

    Yes

    View details and print

    No

    Yes

    Account information – General interest charge (GIC):

    Account information

    ato.gov.au

    Tax Agent Portal

    View calculation details

    No

    Yes

    GIC remission requests

    No

    Yes

    Higher education loan program

    No

    Yes

    Account information – Other

    Account information

    ato.gov.au

    Tax Agent Portal

    Bank details – update for activity statement roles

    No

    Yes

    Request remission of failure to lodge penalty

    Yes

    Yes

    See also:

    Back to the topic list

    Activity statements

    List of activity statement services

    Activity statements

    ato.gov.au

    Tax Agent Portal

    ELS

    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

    Receive and change method of receiving – paper to ELS or ELS to paper

    No

    Yes

    No

    No

    Request to start/cease receiving via ELS

    No

    No

    Yes

    No

    Lodgment deferral request

    No

    Yes

    No

    Yes

    Request for additional time to lodge

    No

    Yes

    No

    No

    View document identification number

    No

    Yes

    No

    Yes

    Revise

    No 

    Yes

    Yes

    Yes

    Vary instalment amount

    No

    Yes

    Yes

    Yes

    View and prepare

    No

    Yes

    No

    Yes

    See also:

    Back to the topic list

    Debt and payment

    Debt and payment

    ato.gov.au

    Tax Agent Portal

    Download payment slips – payment options

    No

    Yes

    GIC remission request

    No

    Yes

    Help with paying

    Yes

    Yes

    View and print a client's activity statement account

    No

    Yes

    How to pay

    Yes

    Yes

    Back to the topic list

    Lodgment

    Lodgment

    ato.gov.au

    Tax Agent Portal

    ELS

    PLS

    Advise return not necessary and further returns not necessary

    No

    Yes

    Yes

    Yes

    Confirm lodgment

    No

    Yes

    Yes

    Yes

    Lodge activity statements

    No

    Yes

    Yes

    Yes

    Lodge revised activity statements

    No

    Yes

    Yes

    Yes

    Lodge auditor/actuary contravention reports

    Yes

    No

    Yes

    No

    Lodge FBT returns

    No

    No

    Yes

    Yes

    Lodge individual income tax returns

    No

    No

    Yes

    Yes

    Lodge non-individual income tax returns

    No

    No

    Yes

    Yes

    Lodge superannuation fund returns

    No

    No

    Yes

    Yes

    Lodge self-managed super funds

    No

    No

    Yes

    Yes

    Lodge future year returns

    No

    No

    No

    Yes

    Lodge member contribution statements

    No

    No

    Yes

    No

    Lodge taxable payments annual report

    No

    Yes

    No

    Yes

    Lodge tax file number (TFN) declaration reports

    No

    Yes

    No 

    Yes

    Lodge annual investment income report (AIIR)

    No

    Yes

    No

    No

    Lodge quarterly TFN reports

    No

    Yes

    No

    No

    Lodge employee share scheme reports

    No

    Yes

    No

    No

    Lodge certificate of coverage

    No

    Yes

    No

    No

    Amendment of income tax returns for individuals

    No

     No

    Yes

    Yes

    Amendment of income tax returns for non-individuals (2011 and later years)

    No

    Yes

    Yes

    Yes

    Amendment of income tax returns for non-individuals (2010 and earlier years)

    No

    Yes

    No

    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

    Yes

    Yes

    Amendment of income tax returns for superannuation funds

    No

    No

    Yes

    Yes

    Amendment of income tax returns for self-managed super funds

    No

    No 

    Yes

    Yes

    Confirm lodgment

    No

    Yes

    Yes

    Yes

    Lodgment deferral – application for deferral

    No

    Yes

    No

    Yes

    Lodgment deferral – review of deferral decision

    No

    Yes

    No

    No

    Lodgment deferral – lodgment performance

    Yes

    No

    No

    Yes

    Lodgment deferral – help with your lodgment program

    Yes

    Yes

     No

    No

    Objections – submit

    No

    Yes

    No

    No

    Objections – submit further information

    No

    Yes

    No

    No

    Private binding ruling (PBR) – apply

    Yes

    Yes

    No

    Yes

    Private binding ruling (PBR)- submit further information

    No

    Yes

    No

    No

    Submit a range of online forms

    No

    Yes

    No

    No

    View income tax lodgment status

    No

    Yes

    No

    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

    Practice administration

    ato.gov.au

    ABR

    Tax Agent Portal

    ELS

    PLS

    Access Manager system assistance

    Yes

    No

    No

    No

    No

    Add or delete clients

    No

    No

    Yes

    Yes

    Yes

    AUSkey – Register

    No

    Yes

    No

    No

    No

    Changing your practice contact details

    Yes

    Yes

    No

    No

    No

    Feedback and complaints

    Yes

    No

    Yes

    No

    No

    Electronic forms

    No

    No

    Yes

    No

    No

    ELS – submit ELS password reset form

    No

    No

    Yes

    No

    No

    Order publications

    Yes

    No

    No

    No

    No

    Report integrity issues and suspected tax evasion

    Yes

    No

    No

    No

    No

    Tax Agent Portal – assistance including access, technical difficulties, functions and navigation

    Yes

    No

    No

    No

    No

    Tax Agent Portal – send and receive messages (Portal Mail)

    No

    No

    Yes

    No

    No

    Tax Agent Portal – submit portal feedback form

    No

    No

    Yes

    No

    No

    Other services – view your practice details

    No

    Yes

    Yes

    No

    No

    Other services – complex issue resolution

    Yes

    No

    No

    No

    No

    Back to the topic list

    Registration

    Registration

    ato.gov.au

    ABR

    Tax Agent Portal

    PLS

    Register for AUSkey

    No

    Yes

    No

    No

    Register for ABN

    No

    Yes

    No

    No

    Register for GST

    Yes

    Yes

    Yes

    Yes

    Register for PAYG withholding

    Yes

    No

    No

    No

    Register for fuel tax credits (FTC)

    No

    Yes

    Yes

    Yes

    Register for luxury car tax (LCT)

    No

    No

    Yes

    No

    Register for wine equalisation tax (WET)

    No

    No

    Yes

    No

    Register for TFN (non-individual)

    Yes

    Yes

    No

    No

    Update addresses, contacts, some tax types

    Yes

    Yes

    Yes

    Yes

    Update legal name – individual or sole trader

    No

    Yes

    No

    No

    Update legal name – other entities except for-profit companies

    No

    Yes

    Yes

    Yes

    Update main industry and activity

    No

    Yes

    No

    No

    Update associate details

    No

    Yes

    No

    No

    Update – advise that a client is deceased

    No

    No

    Yes

    Yes

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

    No

    No

    Yes

    Yes

    Cancel fuel tax credits (FTC)

    No

    No

    Yes

    Yes

    Cancel ABN

    Yes

    Yes

    No

    No

    View client registration details and tax type summary

    No

    No

    Yes

    No

    Next step:

    • visit tpb.gov.au – if your query relates to your tax agent registration.

    See also:

    Back to the topic list

    Reports available

    Reports available

    Tax Agent Portal

    ELS

    PLS

    Activity statement client list

    No

    Yes

    Yes

    Activity statement lodgment

    No

    Yes

    Yes

    Activity statement summary

    No

    Yes

    No 

    BAS and IAS – outgoing activity statements

    No

    Yes

    No

    Client account running balance

    Yes

    No

    No

    Client correspondence list

    Yes

    No

    No

    Client statistics

    No

    Yes

    No

    Due lodgment

    No

    Yes

    No

    Electronic funds transfer (EFT) reconciliation

    No

    Yes

    Yes

    Family trust/interposed entity election

    Yes

    No

    No

    Income tax and fringe benefits tax lodgment performance

    No

    No

    Yes

    Income tax client list

    No

    Yes

    Yes

    Income tax lodgment status

    Yes

    No

    Yes

    Outstanding activity statements

    Yes

    No

    No

    PAYG instalment

    Yes

    No

    No

    Pre-filling

    Yes

    No

    No

    Senior Australians tax offset

    Yes

    No

    No

    Year to date excise revenue product summary

    Yes

    No

    No

    Year to date interest summary

    Yes

    No

    No

    Year to date revenue product summary

    Yes

    No

    No

    See also:

    Back to the topic list

    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: 08 Oct 2018QC 20039