The Online services for business homepage offers users a customised view that display their important information, including
- a summary of their outstanding lodgments and payments
- targeted messages specific to their business
- customisable quick links to access frequently used functions.
Account header
Business details
The top right of every screen displays the business name and ABN for the business account you have logged in as.
Switch ABN
If you're an authorised contact for more than one entity, you can switch between these entities without having to log out and in.
If you select Switch ABN at the top right section of the screen, it will display a list of entities you are authorised to access. You’ll only see the ABNs that you have permissions for in Access Manager.
If there are more than 10 entities, you can search this list by name or ABN.
If a business you are authorised to access does not appear, check your accesses are correct in Relationship Authorisation Manager (RAM).
Menu
The menu bar allows you to access the main sections of Online services for business, which are:
Notifications
The notification section on the home page alerts you to actions required or information we are giving you. These notifications are personalised to the Digital ID you use to log in.
To view a list of notifications, select the drop-down arrow to the right of the banner.
A maximum of 6 notifications are displayed at any one time.
Notifications will be for your information or to action.
You:
- can dismiss information notifications at any time by selecting X
- can't dismiss an action required notification until you have actioned it. Select Action now and you will be taken to the relevant function to complete the action.
For action
The 'For action' section on the home page displays a personalised view of your lodgment and payment obligations.
The 'Lodgments' section will display lodgments that are upcoming or overdue. You can choose to view or prepare, depending on the lodgment type.
The 'Payment' section displays any of your accounts with amounts owing to the ATO. Accounts have an indicator if they are overdue or in a payment plan.
If a debit amount is not yet due, or an account has a payment plan, the View link will take you to the Accounts screen. If an account is overdue, the Pay link will take you directly to the Payment screen.
Quick links
You can customise your home page with up to 8 quick links to access the functions most relevant to you. You can change the quick links at any time. Quick links only show on the home page.
To customise your quick links:
- select the Customise home page button at the bottom of the home page
- select or deselect the Quick links check box to choose what you want displayed
- select Save.
Feedback
We developed Online services for business in collaboration with the users of the service, including businesses, approved self-managed super fund auditors and other organisations.
We welcome your feedback and we use it to:
- fix identified issues (like those listed on the troubleshooting page)
- investigate whether improvements can be made to the system
- find out what you like about the system and how are you using it.
Before giving us feedback, be aware that:
- our Troubleshooting page lists issues we already know about that may prevent you from completing an action in the system. We also update this page when an issue has been resolved.
- we will not action account queries or respond to your individual requests for assistance using the Feedback function. If you wish to enquire about your tax affairs, contact us.
To give us feedback:
- select the Give us feedback link at the bottom left of the screen
- please provide as much detail as possible
- do not provide any personal identifying information.
More information
The More information section is displayed only on the home page. It contains links to useful external functions and websites.
Footer
The footer is displayed on every screen and contains links to relevant legal and administrative information on www.ato.gov.au,
Help aside
Online services for business has a useful Help aside function.
To access help on any screen, select the '? Help' button on the right-hand side of the screen (excluding the home page).
The Help pop-up box will show detailed help, relevant to the screen you are viewing or the action you're performing.
Printing
A Print friendly version option is available on any screen or report that can be printed. We recommend using this printing option to make sure information is printed in the correct format.
You also have the option to save a copy of the print friendly version.
If you are experiencing problems using the Print friendly version option, we recommend:
- clearing your cache
- trying a different browser.
If a Print friendly version option isn't available, you can still use your web browser print option. This will print information to the scale of the screen you're viewing.
Log out
You should log out of Online services for business when you are not using it.
Do this by clicking Logout in the top right-hand corner of the page.
See Set up your access to Online services for business for more guidance on using the service.