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  • Tax Agent Portal

    The Tax Agent Portal is a secure website that is only available to registered tax agents and their employees. The portal provides online communication with us as well as live client account and registration information.

    Accessing the portal

    The portal ensures the security of your online transactions through AUSkeys. Each user must have their own AUSkey to log in and use the portal on behalf of their clients. Where there are multiple user accounts in a practice, use the access manager (AM) system to manage access to functions and records.

    There are minimum security and computer requirements for using the portal.

    Help

    Select Help to see extra information about the different functions in the portal, as you're using them.

    Messages and forms

    You can use the portal to receive mail from and send enquiries and forms to us using portal Mail. Forms submitted via the portal are acknowledged with a receipt number.

    Client lists and registrations

    The portal gives you access to information about taxpayer records that have your registered agent number recorded in our systems. The permissions assigned to your AUSkey through the AM will determine which functions you can perform in relation to the client records you can view.

    Your clients are listed in the client directory of the portal, which you can update. You can also initiate or amend a client's registration for some tax types. There are small differences to note between the portal client directory and the electronic lodgment service (ELS) client lists.

    Payments and refunds

    You can use the portal to request refunds or credit transfers for clients, amend financial institution details (FID), view payment options, obtain an electronic funds transfer (EFT) code for your client to pay an account and print a personalised payment slip.

    Reports

    The portal can generate a range of online reports, including the income tax lodgment status report, outstanding activity statement report and pre-filling reports. Some reports are generated 'on demand' while others are pre-generated.

  • Last modified: 18 Oct 2012QC 23808