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You can search for a client on your client list using a wide range of identifiers.

Last updated 6 June 2024

To do a quick search

The search field is in the top right corner of your screen. To search with:

  • an identifier, type the full TFN, ABN, WPN or EIN then enter to go to their Client summary
  • a client or entity name, use the first 3 or more characters of any word within the name, such as part of the non-individual name or the individual's first, middle or last name.  
    • Predictive text will show results after you type 3 characters and then refine the search results as more characters are entered.
    • Select the client to go to their Client summary or enter to go to Advanced search to further refine the search.

Predictive search

Predictive search:

  • This starts after you've entered 3 or more characters.
  • It displays up to 10 matches. To see all matches, use the scroll bar in the list.
  • If you select enter you'll go to Advanced search. To go directly to a client in the quick search field select the client.
  • You may be taken to Advanced search when you select a client, if there are numerous clients with that name.

Advanced search

You can select Advanced search under the search field in the top right-hand corner of your screen.

In Advanced search you can:

  • search using the client's first name, surname or entity name
  • select View all my clients to view your client list (you can also click the View client list link under search, visible on all screens or a quick link, if customised on the home page, to view your whole client list)
  • filter by one or more of the following fields  
    • Relationship – select All or Payroll only clients
    • Entity type – select All, Individual, Company, Partnership, Trust, Government or Super fund
    • Tax product – select All, Activity statement, Income tax, Fringe benefits tax or Excise
    • Communication type – select Activity statement lodgments, Income tax, Activity statement related, Study and Training support loans, Superannuation, Debt or Employer and Business obligations, Excise, Lodgment reminders.
      When Activity statement lodgments is chosen, 2 further fields will display  
      • Destination – select Client, Practice, No Preference set
      • Channel – select All, Digital, Paper, myGov
  • select Search to view the search results
  • select 10, 25, 50 or 100 from Results per page drop-down menu. This page will default to your last selection. For example, if you select 100 clients per page the system will default to display 100 until you change it
  • select or deselect the Favourite star to add or remove a client from your favourite client list
  • select the client's identifier to go to their Client summary
  • select Download and choose CSV or HTML for a downloadable copy of the search results – you'll need to have bulk download permission in Access Manager to print or save the search results as a HTML or CSV
  • if you have more than 10,000 clients, download clients into separate lists using the following filters  
    • 'Relationship'
    • 'Entity type'
    • 'Tax product'
  • save each file separately then you can combine the downloadable data into one file.

After applying the filters, if you still have more than 10,000 clients, the list won't download. You will need to contact us to request a copy of your client list.

To make a change to a client's Activity statement lodgment – Destination, update 'Communication preferences' under Activity statement lodgment notifications.

You can return to the top of this Online services for agents user guide for help on other areas.