Profile menu

Business details

View business details

The Business details screens allow you to view your business information, including:

• business name
• ACN or ARBN
• entity type
• residency status
• TFN
• ABN
• for individuals (sole traders), their myGov and working holiday maker status.

Update business details

To view and update your business details, including your electronic service address alias with a self-managed super fund:

• select Profile
• select Business details. Your business details will display.

To change the business details:

• select Update
  • individuals can update their address, phone number and email address
  • non-individuals can update their names if they aren't a government entity or ASIC-registered company
• select the Declaration (if required)
• select Save.

Update notification preferences

To update your notification preferences:

• select Profile
• select Business details
• select the entity
• update the Channel preference. If email is selected, you must provide an email address.

Some business information, such as the Company name or Public Officer details, must be updated on the Australian Business RegisterExternal Link (ABR). The ABR:

• stores business and organisation details
• allows the community and government to verify information about ABN holders.

For more information, see Update your details.

Update electronic service address

If you are a self-managed super fund (SMSF), the Electronic service address will appear in your business details. This isn't an email address – it's an alias that represents the URL or IP address of your SMSF's messaging provider.

To update an alias:

• select Profile
• select Business details
• select the Alias drop-down menu
• select the relevant alias
• select Edit or Remove to update. If the address you enter is invalid, you'll receive an error.

Business addresses

To update a business address:

• select Profile
• select Business addresses.

The primary addresses for your business accounts will display. You can:

Choose to:

• View by Accounts, Postal address or Business address
• Filter by Account number or Account type.

Add a new address

To add an address to your business:

• at All addresses select Add
• select the Address type – Postal address or Business address
• select the country from the Country drop-down menu
• at Search address start to type the address. Predictive text will show addresses that match as you type. Select the correct address
• select the Account type to apply the new address to (you can filter by account number). If the address change applies to all accounts, select All
• select Declaration to confirm you're authorised to update the client's address
• select Save to confirm the change.

Update an address

To update your business’s address, select:

• Update next to the relevant address and complete the mandatory fields
• Declaration to confirm you're authorised to update your business's address
• Save to confirm the change.

Delete an address

To delete your business's address select Delete next to the relevant address and complete the mandatory fields.

Email addresses

This function lets you view, add, update and delete activity statement account email addresses, to which we send notifications advising when your activity statements are available.

To access your email address:

• select the Profile menu
• select Email addresses
• select Filter to refine email addresses by account number.

To add or update your business's email details:

• select Add or Update next to the relevant account
• enter the email address
• select Save to confirm the change.

To delete a business's email address, select Delete next to the relevant account.

Authorised contacts

Authorised contacts are allowed to phone us and act on your behalf.

To add, update, or remove authorised contacts who can engage with us online and see your business records, you will need also to authorise or de-authorise them in Relationship Authorisation ManagerExternal Link (RAM).

To add, update, or delete the contacts who are authorised to use ATO online services for business:

• select Profile
• select Authorised contacts.

To update or remove contacts who can manage the information about your business on the Australian Business Register (ABR), go to Australian Business RegisterExternal Link.

Types of contacts

Primary contacts, previously known as entity representatives, are authorised to:

• access all roles on your business's account
• add, remove, and update the list of authorised contacts.

Authorised contacts have authority at the:

• account level – for information specific to the account and any roles under that account, for example the Integrated client account
• role level – for information specific to roles, for example GST, PAYG withholding, and wine equalisation tax.

There is no limit to the number of authorised contacts that can be added to an account.

Primary contact details will only display if you're authorised for all accounts. If you're only authorised for a specific account, you won't see the primary contact details.

View, add and update contact details

To view, add and update primary and account authorised contact details:

• select Profile
• select Authorised contacts
• for primary contacts, at Primary you can select:
  • Add, then complete all the mandatory fields
  • an existing primary contact then select Update.

You can choose to view contacts by either Accounts or Name.

If there is incorrect information in our system, Error or UNKNOWN will display next to an account. Select Update to view and correct any mandatory fields.

Agent details

To strengthen security, we're introducing an agent nomination process to all entities with an ABN (except sole traders). When you're changing a registered tax agent, BAS agent or payroll services provider, or changing the authorisations of an existing agent/provider, you will need to nominate an agent/provider to act on your behalf and manage your tax affairs.

If you're a sole trader, your registered tax agent, BAS agent or payroll service provider will add or remove themselves as an agent, using their existing process.

You can view your existing registered tax professionals from the Profile menu by selecting Agent details. To remove a registered tax professional from your account you must either nominate a new agent or contact us.

Nominate a registered professional

Your business or organisation may nominate more than one agent to manage different tax accounts.

To nominate a registered agent at Agent nominations:

• select Profile
• select Agent nominations
• select Add
• enter the registered agent number (RAN) or practice name that you'd like to nominate and select Search
• select the registered agent you want to nominate. If multiple results are returned, select the correct agent from the list
• check that the agent's details are correct
• complete the Declaration
• select Submit.

Extending a nomination

If the agent you've nominated needs additional time to add your business or organisation as a client, you can use the Extend feature.

The Extend feature will become available on the next calendar day after submitting a nomination. It will remain available for 28 calendar days (midnight on the 28th day) then will expire.

To extend a nomination:

• select Profile
• select Agent nomination
• select Extend
• check the details of the agent are correct
• complete the Declaration
• select Submit.

The agent nomination has now been extended for an additional 28 calendar days from the time you submit the extend request.

If a nomination has already expired, you won't be able to extend it. You'll need to resubmit a new nomination.

Remove a nominated agent

To cancel the authority of a tax professional you can either:

• select Delete next to an nominated agent
• contact us

Associates

You can view associates of the business, including the associate's name and position held, by selecting Associates from the Profile menu.

To update associate details, go to the Australian Business RegisterExternal Link.

Financial institution details

To view financial institutions details (FID) for an account:

• select Profile
• select Financial institutions details.

The FID will be listed against each account. To view the full details, select the drop-down arrow menu next to the relevant account. If no account details are shown, select Add to enter new details.

You can Filter the results by account sequence number or account type.

If any of the details are incorrect, select Update or Delete next to the relevant account.

If we require account information to be updated, an Update required indicator will display.

Manage card details

You can choose to save your cards details for future payments by selecting Manage card details from the Profile menu. From here, you can:

• add up to 4 cards for future use
• view your stored cards
• update stored card details
• delete stored cards.

Update debit or credit card details

To update card details for an existing payment plan:

• select Profile
• select Manage card details
• view your stored credit or debit card
• select Update next to the relevant card
• complete the necessary fields and Submit.

Add or delete debit or credit card details

Select Add to add a new credit or debit card.

To remove card details, select the drop-down arrow to the right of a stored card and select Delete.

If you need to, find out how to Set up a payment plan.

Tax registrations

Online services for business allows you to manage the different types of tax your business is registered for.

From the Tax registrations screen you can add, update or cancel the following registrations:

• goods and services tax (GST)
• PAYG withholding (PAYGW) – also known as income tax withholding (ITW)
• PAYG instalments (PAYGI)
• luxury car tax (LCT)
• wine equalisation tax (WET)
• fuel tax credits (FTC).

Add a tax registration

To add a tax registration:

• select Profile
• select Tax registrations
• select an Account from the drop-down menu
• at 'Current registrations' select Add
• select Registration tax type from the drop-down menu
• complete the mandatory fields and select Next
• review the summary
• select the Declaration to confirm
• select Submit.

Update a tax registration

To update a tax registration:

• select Profile
• select Tax registrations
• select an Account from the drop-down menu
• select Update next to the relevant tax type to be updated
• update the relevant fields and select Next
• review the summary
• select the Declaration to confirm
• select Submit.

Cancel a tax registration

To cancel a tax registration:

• select Profile
• select Tax registrations
• select an Account from the drop-down menu
• select Cancel next to the registration to be cancelled
• enter the date the cancellation takes effect and select the reason for cancellation
• select Next
• review the summary
• select the Declaration to confirm
• select Submit.

SMSF auditor details

You can enter SMSF auditor details for use in the Auditor contravention reports (ACR) and Audit complete advice (ACA) forms.

Details entered here:

• will only be used to pre-populate ACR and ACA forms
• won't be used to update details with the ATO or ASIC.

Details for up to 100 different SMSF auditors can be saved.

Add an auditor

To add an auditor:

• select Profile
• select SMSF auditor details
• select Add
• enter a valid SMSF auditor number
• enter the auditor's first name and last name
• enter at least one contact option (phone or mobile number)
• enter the auditor's postal address. Start typing the auditor's postal address and select the correct address from the drop-down list as it is presented. Ensure the address is validated
• select Save.

Update auditor details

To update the details of an auditor:

• select Profile
• select SMSF auditor details
• select the auditor that requires updating
• select Edit
• update the necessary fields. Note: the SMSF auditor number can't be updated
• select Save.

Delete an auditor

To delete an auditor from your account:

• select Profile
• select SMSF auditor details
• select Delete next to the name of the auditor you wish to remove
• select Yes at 'Are you sure you want to delete.'