Client forms

How to view forms

To view forms relevant to your client:

• select a client
• select Lodgments then Client forms
• select the relevant form.

Certificate of coverage request form

To add:

• select Certificate of coverage request form
• at Not lodged select New
• complete Employer information mandatory fields including adding employee information
• at Employee list select Add – you can select Update at Employee details to change details of the employees listed
• select the Declaration and Submit.

To edit:

• select Certificate of coverage request form
• at History select Edit
• at Employer information – previous request, update the required information
• select the Declaration and Submit.

Only certificates with a status of approved or saved can be edited. You can only view or edit one employee at a time.

Employee share scheme (ESS) annual report

To lodge:

• select the Employee share scheme (ESS) annual report
• select Lodge then the year required
• complete the mandatory fields  
  • at Employees select Add – select the Update next to Employees to change details of the employees listed
  • add Share scheme details for each employee – you can add details for multiple share schemes at once
  • select Save and continue
• select the Declaration and Lodge. To lodge or complete the form later, select Save and exit. The report must be resumed within 14 days, otherwise the information will need to be re-entered.

To complete a saved draft, select Resume for the relevant client's report and complete the mandatory fields:

• select Add at Employees and complete or update details
• select the Declaration then Lodge.

General purpose financial statement

To lodge:

• select Add
• complete mandatory fields
• select the Declaration then Submit.

Early stage innovation company report

To lodge:

• select Add then the year required
• complete all mandatory fields – don't copy and paste information into this report as it can create an error
  • To add the investors to the report select Add then the Entity type, complete details then select Save and continue
  • To add further investors at Investors select Add and complete the details
• select the Declaration then the relevant action, select
  • Submit to lodge
  • Save and exit to save and complete later
  • Cancel
  • Print friendly version to print or save as a PDF before submitting.

Overseas travel notification

This form is only available for individual clients with a HELP or AASL debt.

Before you complete this notification for your client, ensure their name, date of birth, email address and phone number are correct.

To lodge:

• select Overseas travel notification
• select Add
• select the Passport type – either Australian passport, Foreign passport or Both if applicable
• enter the passport details and travel details
• select the Declaration then Submit to lodge or Cancel to exit the form.

Excess concessional contribution election

You can view available elections and election history.

To lodge:

• select Lodge for the year required
• to view the Determination date and Total contributions select the drop-down menu next to the Election
• complete all mandatory fields to indicate the amount to be released
• select the Declaration then Submit
• select Print friendly version to print or save a copy.

Excess non-concessional contribution election

You can view available elections and election history.

To lodge:

• select Lodge for the year required
• to view the Determination date and Total contributions, select the drop-down menu next to the election
• select to either
  • release the money from your super fund
  • pay excess non-concessional contributions tax
• complete all mandatory fields to indicate the amount to be released
• select the Declaration then Submit
• select Print friendly version to print or save a copy.

Transfer balance account report

You can lodge and view lodged or saved reports.

To lodge:

• select Add for the relevant year, then either
  • select Save and continue – to save a report to be completed or submitted later
  • select Resume – to return to the report in progress
• complete all mandatory fields
• select the Declaration then Submit
• select Print friendly version to print or save a copy.

For instructions, see Super transfer balance account report instructions.

Division 293 election

You can view the available elections and the election history. There are 2 types of elections – Due and payable, and Deferred.

To make an election:

• select Lodge for the year required
• complete mandatory fields
• select the Declaration then Submit.

Transfer balance election

You can view an election and election history.

To make an election:

• select Change provider
• enter the election amounts
• select the Declaration then Submit
• select Print friendly version to print or save a copy.

You cannot submit an excess transfer balance election for a determination period if your client has already made an election for that same determination period or if the election period has expired. Check with your client that they have lodged the election.

Pay as you go withholding variation (PAYGWV) application

You can lodge, view and amend PAYGWV applications.

To lodge:

• select Prepare
• complete mandatory fields
• select the Declaration then Submit.

Excise duty return

You can lodge, view and amend Excise returns online.

To lodge an Excise return:

• select Excise duty return
• select the type of return then Prepare
• complete mandatory fields
• select the Declaration then Submit.

Excise claim

You can lodge, view Excise claims.

To lodge an Excise claim:

• select Excise claims
• select the Claim type then Add
• complete mandatory fields
• select the Declaration then submit.

Fuel tax credit non-GST

You can register claim, view and amend fuel tax credit non-GST.

To register:

• select Register
• complete mandatory fields
• select the Declaration then Submit.

To claim:

• select New claim
• complete mandatory fields
• select the Declaration then Submit.

Product stewardship for oil

You can register, claim, view and amend Product stewardship for oil.

To register:

• select Register
• complete mandatory fields
• select the Declaration then Submit.

To claim:

• select New claim
• complete mandatory fields
• select the Declaration then Submit.

Refer to the Online services for agents user guide for help in other areas.

Combined global and domestic minimum tax return (CGDMTR)

You can lodge, view and amend a CGDMTR.

Four new lodgment requirements are introduced as part of the Australian global and domestic minimum tax, consistent with the Global Anti-Base Erosion Model Rules (GloBE Rules). These are:

• GloBE Information Return (GIR)
• Foreign lodgment notification
• Australian IIR/UTPR Tax Return (AIUTR)
• Australian DMT Tax Return (DMTR).

The foreign lodgment notification, AIUTR and DMTR is combined into one form, the CGDMTR. The GIR can only be lodged using file transfer.

Users must have a standard or strong digital identity strength and Access Manager permissions provided to access the form in ATO online services.

To lodge:

• select Combined Global and Domestic Minimum Tax Return
• select Prepare
• complete all mandatory fields
• select the Declaration then Submit.

For instructions, see CGDMTR online instructions.

To view or amend:

• select Combined Global and Domestic Minimum Tax Return
• select History

A list of all the CGDMTRs which have been lodged, finalised or cancelled are displayed. Select the relevant assessment to view the lodged return or select Amend next to the reporting fiscal year you want to amend. Certain information in the CGDMTR cannot be amended, see Amending a combined global and domestic minimum tax assessment and GIR.

It's important to note that group entities will not be able to view or amend the lodged CGDMTR where a DLE has lodged on their behalf.