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Online services for agents user guide

This user guide complements the Help section available in Online services for agents.

Last updated 3 October 2023

Functions depend on if you're a tax or BAS agent, your Access Manager permissions and if a function is relevant.

Explains how to access prompts and help available throughout the system.

Agent home page
This screen displays information relevant to your log in.

You can search for a client on your client list using a wide range of identifiers, including TFN, ABN, WPN, EIN or name.

My practice
On this page you can find the instructions for specific functions under the My practice menu.

Reports and forms
Find out how to access, view and lodge functions within the Reports and forms menu.

Find out how to view and send within the Communication menu.

Payment options
How to access payment options and see what payment options are available for your client.

Client summary
Access and action functions for your clients in the Client summary screen.

How to view, update and remove functions in the Profile menu.

Accounts and payments
Instructions for specific functions under the Accounts and payments menu.

View pre-fill and pre-generated reports, and lodge various reports and non-lodgment advice.

Find information specific to your individual client's super funds.

Functions include STP, Employee super accounts, Super clearing house and GST property credits.