Using ATO online services

Access to ATO online services

To access ATO online services, you must create a myGov account and link it to the ATO. We recommend using a Digital ID (such as myID) for more secure and flexible access to ATO online services.

Before you link to us, you can try the available functions and features in our online services using our ATO online services simulator.

There are minimum system requirements for using ATO online services.

Manage your personal details

Use ATO online services to manage your personal details – find out how to:

• update your TFN registration details
• maintain your credit or debit card details.

Manage your employment details

Use ATO online services to access and complete employment forms for new employment, or to update details with your employer or other payers.

Employment forms available in ATO online services include:

• Tax file number declaration
• Superannuation (super) fund standard choice
• Withholding declaration
• Medicare levy variation declaration.

If your employer has their own electronic form, complete their form. If you're unsure, check with your employer.

View your tax information

Use ATO online services to view your:

• Tax file number (TFN)
• Australian business number (ABN)
• Communication history
• Debt on hold
• Payment plan status or request a payment plan
• Study or training support loan
• Individual tax documents
• Additional tax information.

Tax file number (TFN)

To view or find your TFN:

1. Go to My profile.
2. Select Personal details.

Australian business number (ABN)

To view or find your ABN if you're a sole trader:

1. Go to My profile.
2. Select Personal details.

Communication history

To view or find most past communications about your tax information:

1. Go to My profile.
2. Select Communication.
3. Select History.

Debt on hold

We have step-by-step instructions on how to view your debt on hold or any offsetting that has occurred.

Payment plan status or request a payment plan

You may be eligible to set up, adjust or cancel an existing payment plan. You can set up a payment plan online if you owe $200,000 or less.

To check the status or set up a payment plan:

1. Go to Tax.
2. Select Payments.
3. Select Payment plans.

You can also check the status of an existing payment plan.

Study or training support loan

To view your study or training support loan online:

1. Go to Tax.
2. Select Accounts.
3. Select Loan accounts.

Individual tax documents

You can use ATO online services to review and print copies of individual tax documents such as a notice of assessment, income statement or lodged income tax return.

To view your notice of assessment:

1. Go to Tax.
2. Select Lodgments.
3. Select Income tax.
4. Select History.
5. Select Notice of Assessment link for the relevant year.

To view your income statement:

1. Go to Employment.
2. Select Income statements.

To get a copy of your lodged tax return:

1. Go to Tax.
2. Select Lodgments.
3. Select Income tax.
4. Select History.
5. Select View details for the relevant year.
6. Print (Ctrl+P) or save (Ctrl+S) – a new screen Customer Copy Only will appear from the bottom of the screen.

Additional tax information

You can also use ATO online services to:

• view third-party data we hold on your securities records in ATO online services
• receive notifications and communications from us in your myGov Inbox.

Lodge and pay your tax

Find out more about how to lodge and pay your tax using ATO online services:

• Lodge your tax return online with myTax
• Check the progress and status of your return
• Amend your income tax return
• Lodge a non-lodgment advice
• Lodge, pay, vary or manage your PAYG instalments online
• Lodge your claim for a refund of franking credits

Manage your tax and super as a sole trader

If you have an active ABN, you can use ATO online services to manage your other lodgments:

• Add, update or cancel tax registrations
• Lodge super guarantee charge statement
• Single Touch Payroll deferral or exemptions
• Request a transfer or refund
• Lodge a private ruling or objection application
• Send or access secure mail
• Information about managing your lodgments

Add, update or cancel tax registrations

To add, update or cancel eligible tax registration:

1. go to Tax
2. select
   • Manage
   • Tax registrations.

Add a tax registration

To add a tax registration:

1. select
   • Current tab
   • Add
2. go to the Select registration drop-down menu and choose from the list
   • Goods and services tax (GST)
   • PAYG withholding
   • PAYG Instalments
   • Luxury car tax (LCT)
   • Wine equalisation tax (WET)
   • Fuel tax credits (FTC)
3. complete the registration details in the form.

Update a tax registration

To update a tax registration:

1. select Update next to the tax registration
2. complete the mandatory fields.

Cancel a tax registration

To cancel a tax registration:

1. select Cancel next to the tax registration
2. type the date the cancellation takes effect
3. select the reason for cancellation.

Lodge super guarantee charge statement

To lodge a super guarantee charge statement:

1. go to Tax
2. select
   • Lodgments
   • Reports and forms
   • Super guarantee charge statement link.

Single Touch Payroll deferral or exemptions

To apply for a STP deferral or exemption:

1. go to Employment
2. select
   • Manage employees
   • STP deferrals and exemptions.

Request a transfer or refund

You can request a:

• refund of excess account balances
• transfer of amounts from an account that is in credit to another account.

You are only able to request a refund/transfer from eligible accounts, not all account types that are visible in ATO online services.

Request a transfer between your accounts, or a refund.

1. go to Tax
2. select
   • Accounts
   • Transfer request or Refund request.

Lodge a private ruling or objection application

To lodge an application for a private ruling or objection:

1. go to Tax
2. select
   • Lodgments
   • Reports and forms
3. then select link to either
   • Private ruling application
   • Lodge an objection, or
   • Submit further information for lodged private ruling/objection.

Send or access secure mail

You can securely send and receive messages from the ATO on a range of topics for the business.

To send or access secure mail:

1. go to My profile
2. select
   • Communication
   • Secure mail.

Refer to Communication in Online services for business which is also relevant when using online services for individuals where you have an active ABN.

Information about managing your lodgments

For more information about managing your lodgments, see:

• Lodging and paying PAYG instalments
• How to vary your PAYG instalments
• Lodging your activity statement online
• Revising an earlier business activity statement
• Lodge your Taxable payments annual report (TPAR)
• Stapled super funds for employers

View, manage and access your super

For information about how to view, manage and access your super using ATO online services, see:

• Early access to super
• Keeping track of your super online
• YourSuper comparison tool
• Searching for lost super
• Small Business Superannuation Clearing House
• Division 293 tax on concessional contributions by high-income earners (making an election to release money from super)
• First home super saver scheme (FHSS)