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  • Business Portal information

    The Business Portal is the gateway to our online service for all business taxpayers. It provides easy and convenient 24-hour access to information and allows practitioners to transact with us in a secure online environment.

    The portal allows insolvency practitioners to access itemised accounts of incapacitated entities. It includes income tax accounts, integrated client accounts and activity statements.

    The portal, a secure website for managing business tax affairs, allows users to:

    • prepare and lodge business activity statements online
    • submit correspondence electronically
    • request refunds online
    • view account balances
    • update details.

    The portal is secure; you need to have an AUSkey or have set up Manage ABN connections in myGov to access the portal. Your credential is a secure login that identifies you when you use participating government online services on behalf of a business. It ensures the security and privacy of information when interacting with us via the portal.

    On this page:

    See also:

    Access to the Business Portal

    Once you have an AUSkey or have set up Manage ABN connections in myGov, you can use the portal.

    All administration types can use the portal to interact with us. Liquidators and voluntary administrators can manage the tax affairs of insolvent entities they represent. We can only grant portal access to one insolvency practitioner – the current appointed liquidator or administrator – for an insolvent entity.

    New appointments

    To notify us of new appointments you can complete and lodge the form Appointment or cessation of a representative of an incapacitated entity (PDF, 382KB)This link will download a file. You can send your completed form as an attachment to a secure message.

    Go to 'New message' under the Mail menu item in the portal, and then select the Insolvency topic. You will receive confirmation when we grant portal access to the relevant entity.

    The Administrative AUSkey holder will then need to:

    • log on to Access Manager
    • select Whose business I have access to
    • select the Australian business number (ABN) of the insolvent entity to view the permissions allocated to the firm
    • select View authorised credential holders
    • select Authorised new credential holder
    • select the desired permissions for each individual user.

    The nominated staff members can then use the portal to manage the incapacitated entity’s accounts.

    Managing existing appointments

    To manage your existing appointments, you will need to request direct access. This can be done by sending a secure message via the portal. Follow the steps below.

    • Select New Message
    • Select Insolvency
    • Select the sub heading relevant to your correspondence
    • Attach your excel spreadsheet.

    The spreadsheet should include the following information:

    • the entity’s name and ABN
    • your firm’s ABN to which your AUSkey is registered
    • type of appointment.

    Manage ABN Connections

    Manage ABN Connections is a secure login alternative to an AUSkey to access the Business Portal and other government online services, and can be used from mobile devices.

    You will need to have a myGov account linked to the ATO, Centrelink or Medicare before you can set-up an ABN connection.

    Benefits of connecting your ABN to your myGov account include:

    • a choice in how you access government online business services
    • the ability to connect one or multiple ABNs
    • a single username and password for both personal and business services
    • compatibility with all browsers and mobile devices.

    Access Manager is still used to set the permissions for standard users accessing portal services.

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    AUSkey

    A business must have an Australian business number (ABN) to register for an AUSkey. Multiple AUSkeys can be registered to an ABN and each individual in a firm must have their own AUSkey to access the portal.

    Each AUSkey has its own permissions which dictate its level of access. There is no limit to the number of individuals who can hold Administrator or Standard AUSkeys within a business.

    It's important to note that once an ABN is cancelled, all AUSkeys are also cancelled. To continue interacting with the ATO online you'll need to register for a new AUSkey under the new ABN, and request access to all insolvent entities you require.

    Registering

    To register for an AUSkey you need to:

    The initial AUSkey registration will need to be completed by an 'eligible associate' of the ABN – for example, a named partner of a partnership or director of a company. This is because the first AUSkey issued will be an Administrator AUSkey.

    Once a registration request for an AUSkey is approved, your activation code will appear on your screen and you are required to save or print. You will receive confirmation of your registration via an email within 24 hours. The email includes instructions and links on how to download and install your AUSkey.

    A Printer friendly version button is available on all Account details screens. Selecting this takes you to a new window where you can select the printer icon in the internet bar to print. You will need to close this window to return to the portal screens.

    As long as you use your AUSkey at least once each year it will not expire. If your AUSkey does expire, you will need to register for a new one.

    To cancel AUSkeys, visit ABR AUSkeyExternal Link.

    AUSkey security

    You cannot share your AUSkey. Each individual requiring access to the portal will need to be registered for an AUSkey. Sharing an AUSkey is a breach of the terms and conditions agreed to when an AUSkey is generated.

    When an AUSkey is installed a password must be selected. You must not share your password with anyone and you should change it regularly at ABR AUSkeyExternal Link.

    If staff members share a computer, each person should set up their own profile or account to prevent inappropriate use or access of another AUSkey stored on the computer.

    Business Portal permissions

    When we give your firm access to an insolvent entity via the portal we set the overall business permissions (usually all) available to the firm. An Administrator AUSkey holder can then set the permissions for individuals in your firm at the insolvent entity level, via the 'Whose business I can access' link in Access Manager.

    To ensure your staff only have access to the insolvent entity's records and not your firm's records, there are two separate sets of permissions. One set for your firm and the other for any insolvent entities. An Administrator AUSkey holder can arrange for Standard AUSkey holders to be active but have no, or limited, permissions for the firm.

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    Administrator AUSkey

    The person who applies for the initial AUSkey is granted an Administrator AUSkey for the ABN. They can register subsequent Administrator or Standard AUSkeys for the firm's own portal.

    We recommend that this is a trusted person, as Administrator AUSkeys allow unrestricted access to the firm's own records.

    The Administrator AUSkey holder for the firm also manages the privileges and permissions given to other AUSkey holders. The Administrator AUSkey holder becomes the ‘Access administrator’ in Access Manager and by default, has access to all portal services.

    Only the Administrator AUSkeys have automatic access by default to details of insolvent entities. If required, an Administrator AUSkey holder or Access administrator will need to give a Standard AUSkey holder access to all insolvent entities. This is done by one of the following two methods.

    Individual access:

    • log in to Access Manager
    • select Whose business I can access
    • select the ABN of the insolvent entity to view the permissions allocated to the firm
    • select View authorised credential holders
    • select Authorised new credential holder
    • select the permissions you want each individual user to have.

    Business appointments Auto Access:

    • log in to Access Manager
    • select Access and permissions
    • select the staff members' name from the list and click on the hyperlink My Credential holders with Auto Access.
    • select Give Auto Access.

    To view itemised details for various accounts of an incapacitated entity, the AUSkey Administrator needs to select View account details under the Business details heading. To view activity statements that have already been lodged, the AUSkey administrator will need to select View for activity statements in the ATO transactions category.

    Standard AUSkey

    Once access has been granted by an Administrator or Access administrator, a Standard AUSkey holder can act on behalf of the insolvent entity and view information. You can register up to 500 users for a standard AUSkey.

    If you are a new standard AUSkey holder and can't access any ATO online services, log in to the Business Portal, so our system recognises your AUSkey, and then notify your AUSkey administrator that you require your permissions to be set. Your Administrator AUSkey holder must set your permissions in Access Manager before you can access our online services.

    By default, Standard AUSkeys have the following permissions (they can be removed):

    • TFN declaration
    • PAYG payment summary annual report
    • Taxable payments annual report.

    A Standard AUSkey holder has the following permissions within the firm.

    • Under My business details permissions to do the following can be granted or restricted
      • view and update business registrations details
      • add/update financial institution details
      • view account details
      • submit refund and transfer requests.
       
    • Under ATO transactions the following can be granted or restricted
      • view, prepare, lodge or revise activity statements
      • prepare and lodge fringe benefits tax returns, PAYG payment summaries, tax file number declarations, non-individual income tax returns and self-managed super fund annual returns.
       
    • Under Administration the following can be granted or restricted
      • view and action own mail (minimum requirement to access Mail in the portal)
      • access other users’ mail.
       

    All permissions can be selected using the Select all box or specific permissions can be selected by checking the appropriate box.

    A standard AUSkey holder can grant access to the Mail function.

    • Log into Access Manager
    • Select access and permissions under the My business Tab
    • Select staff members name

    Under Administration: it is recommended to grant access to View and action own mail.

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    Access Manager

    Access Manager (AM) is a system for managing access and permissions in the portal. AM provides security and allows Administrator AUSkey holders (who are Access administrators) to control access to sensitive tax information of the firm and for any insolvent entities for which portal access has been granted.

    A liquidator or voluntary administrator cannot use Access Manager to appoint themselves to have access to insolvent entity’s records. Access can only be granted by us.

    To delete access in Access manager follow these steps.

    • Log into Access manager
    • Go to access and permissions
    • Select staff members name
    • under Credential holder access Account Status
    • Select Remove account.

    See also:

    Access administrator

    Generally, Standard AUSkey holders are not able to access AM. However, an Administrator AUSkey holder can appoint a Standard AUSkey holder as an Access administrator. This allows the Access administrator to delegate their access to other Standard AUSkey holders. However, they are not able to modify their own access or appoint other Access administrators.

    Last modified: 09 Nov 2018QC 38189