Registered agent online services guide

The page or function available in Online services for agents

The Access Manager permission required to access the function

Description of the function

Can a user with Basic identity strength use the function?

Y – Basic identity strength is sufficient

N – Standard or Strong identity strength is required

Can a registered tax agent use the function?

Can a registered BAS agent use the function?

Is there an equivalent function available through software?

Clients (View)

View page and search for clients.

Y

Y

Y

Y

Client list – bulk download

Download the client list.

N

Y

Y

Y

Clients (View)

View page and search for clients.

Y

Y

Y

Y

Client list – bulk download

Download clients returned by the search.

N

Y

Y

Y

Clients (Add/Update)

View page and add clients.

N

Y

Y

Y

Clients (Add/Update)

View page and remove clients.

N

Y

Y

Y

Clients (View)

View information on the page.

Y

Y

N

Y

Registration details (view)

View information on the page.

Y

Y

Y

N

Clients (Add/Update) – see Note 1

Add a payroll only client.

N

Y

Y

Y

Payroll event form (Submit) – see Note 1

Add a payroll only client.

Y

Y

Y

Y

• Annual investment income report (Prepare).
• Annual investment income report (Lodge).

Y

Y

Y

n/a

• Electronic payment systems transactions report (Prepare).
• Electronic payment systems transactions report (Lodge).

Y

Y

Y

n/a

• n/a – Default permission.

Y

Y

Y

n/a

• Community housing annual report (Prepare).
• Community housing annual report (Lodge).

Y

Y

N

n/a

• Country by country report (Prepare).
• Country by country report (Lodge).

Y

Y

Y

n/a

• Superannuation transfer balance account (View).
• Superannuation transfer balance account (Lodge).

Y

Y

N

n/a

• Employee share scheme annual report (Prepare).
• Employee share scheme annual report (Lodge).

Y

Y

Y

n/a

• Foreign account tax compliance act (FATCA) data (Prepare).
• Foreign account tax compliance act (FATCA) data (Prepare).

Y

Y

N

n/a

• Foreign account tax compliance act (FATCA) data (Prepare).
• Foreign account tax compliance act (FATCA) data (Lodge).

Y

Y

N

n/a

• Global and domestic minimum tax (Prepare).
• Global and domestic minimum tax (Lodge).

N

Y

N

n/a

• PAYG payment summary (Prepare).
• PAYG payment summary (Lodge).

Y

Y

Y

n/a

• Country by country report (Prepare).
• Country by country report (Lodge).

Y

Y

Y

n/a

• Transfer of shares and units (Prepare).
• Transfer of shares and units (Lodge).

Y

Y

N

n/a

• PAYG payment summary (Prepare).
• PAYG payment summary (Lodge).

Y

Y

Y

n/a

• n/a – Default permission.

Y

Y

N

n/a

• Quarterly TFN/ABN report (Prepare).
• Quarterly T.FN/ABN report (Lodge)

Y

Y

Y

n/a

• Sharing economy report (Prepare).
• Sharing economy report (Lodge).

N

Y

N

n/a

• Taxable payments annual report (Prepare).
• Taxable payments annual report (Lodge).

Y

Y

Y

n/a

• TFN declaration (Prepare)

Y

Y

Y

n/a

• TFN declaration (Lodge).

N

Y

Y

n/a

• Superannuation transfer balance account (View).
• Superannuation transfer balance account (Lodge).

Y

Y

N

n/a

• Transfer of shares and units (Prepare).
• Transfer of shares and units (Lodge).

Y

Y

N

n/a

Reports (View)

View or download report.

Y

Y

N

Y

Reports (View)

View or download report.

Y

Y

Y

Y

Reports (View)

View or download report.

Y

Y

N

N

Reports (View)

View or download report.

Y

Y

Y

N

Reports (View)

View or download report.

Y

Y

Y

Y

Reports (View)

View or download report.

Y

Y

Y

Y

Reports (View)

View or download report.

Y

Y

N

Y

Reports (View)

View or download report.

Y

Y

Y

Y

Reports (View)

See the report as an available option.

Y

Y

Y

N

Clients (add/update)

Ability to download report.

N

Y

Y

N

• View and action own mail

• View and lodge form.

Y

Y

Y

N

• View and action own mail.
• Registration details (Add/Update)
• Clients view

• View the form page and history.
• Create and submit new deferral requests.
• Select clients when completing the form.

N

Y

Y

N

• View and action own mail

• View and lodge form.

Y

Y

Y

N

• View and action own mail

• View and lodge form.

Y

Y

Y

N

• Objection and private ruling applications (Lodge)

• View and lodge form.

Y

Y

Y

Y

• Objection and private ruling applications (Lodge)

• View and lodge form.

Y

Y

Y

N

• View and action own mail

• View and lodge form.

Y

Y

Y

N

• Registration details (Add/Update)

• View and lodge form.

N

Y

N

Y

Clients (View)

View page and open client mail items.

Y

Y

Y

Y

Clients (View)

View the page and open client communication items.

Y

Y

Y

Y

View and action own mail

View and send practice mail from your own mailbox.

Y

Y

Y

N

Access other agent's mail

View the Practice mailbox and other users’ mailbox.

Y

Y

Y

N

Clients (View)

View page information.

Y

Y

Y

Y

Practice default communication preferences – Update

Make changes to the firm's default preferences.

Y

Y

Y

Y

Registration details (Add/Update)

View the page and submit changes for clients.

N

Y

Y

Y

Clients (View)

View the page and information.

Y

Y

Y

N

Trust account details

Generate a copy of the EFT Reconciliation Report for your firm.

Y

Y

N

Clients (View)

Required to access the page.

Y

Y

Y

Y

Clients (Add/Update)

Required to update the accounts your firm is authorised for.

N

Y

Y

Y

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Make updates to client details.

N

Y

Y

Y

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Update client addresses.

N

Y

Y

Y

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Update client email address.

N

Y

Y

Y

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Update authorised contacts.

N

Y

Y

Y

Registration details (View)

View the page and information.

Y

Y

N

Y

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Update client bank account details.

N

Y

Y

Y

Account details (View)

View the page and information.

Y

Y

Y

N

Financial and payment details (Add/Update)

View existing card details.

N

Y

Y

N

Registration details (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Update client registrations.

N

Y

Y

Y

Clients (View)

View the page and information.

Y

Y

Y

Y

Registration details (Add/Update)

Make changes to client communication preferences.

N

Y

Y

Y

Clients (View)

View page and open communication items.

Y

Y

Y

Y

View and action own mail (View)

Send mail from your own mailbox for the selected client.

Y

Y

Y

N

Clients (View)

View the page and information.

Y

Y

Y

N

Account details (View)

View the page and transactions.

Y

Y

Y

Y

Account details (View)

View the page and transactions.

Y

Y

Y

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Account details (View)

View the page and transactions.

Y

Y

N

Y

Transfer requests (Submit)

Required to view the page and submit requests.

Y

Y

N

N

Refund requests (Submit)

Required to view the page and submit requests.

Y

Y

Y

N

Account details (View)

View the page and information.

Y

Y

Y

Y

Payment plans (Submit)

Required to submit the request.

N

Y

Y

Y

• Activity statements (View)
• Activity statements (Prepare)
• Activity statements (Lodge)
• Activity statements (Revise)

• View landing page, history and AS information.
• Prepare/Save original or amended AS.
• Lodge original AS.
• Prepare/Lodge amended AS.

Y

Y

Y

Y

• Account details (View)
• Registration details (View)

• Required to view AS details in full.
• Required to view AS details in full.

Y

Y

Y

Y

• Account details (View)

• View screen and history of lodged returns.

Y

Y

Y

Y

• Registration details (Add/Update)

• View or update RNN/FRNN.

Y

Y

N

Y

• NFP self-review return (View)
• NFP self-review return (Lodge)
• NFP self-review return (Revise)

• View landing page, history and return information.
• Lodge original or amended return.
• Amend a submitted return.

N

Y

N

Y

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)
• Excise forms (Revise)

• View landing page, history and return information.
• Prepare/Save original return
• Lodge original or amended return
• Prepare/Lodge amended return, and delete saved return.

Y

Y

N

N

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)
• Excise forms (Revise)

• View landing page, history and form information.
• Prepare/Save form.
• Lodge form.
• Required to delete a saved return.

Y

Y

N

N

• Taxable payments annual report (Prepare)
• Taxable payments annual report (Lodge)

• Required for viewing landing page, history and preparing/saving returns.
• Required for lodging an original or amended return.

Y

Y

N

N

• Account details (View)
• Registration details (View)

• Required to view AS details in full.
• Required to view AS details in full.

Y

Y

Y

Y

Reports (View)

Required to view or download the report

Y

Y

N

Y

Reports (View)

Required to view or download the report

Y

Y

Y

Y

Reports (View)

Required to view or download the report

Y

Y

Y

N

Reports (View)

Required to view or download the report

Y

Y

Y

N

Reports (View)

Required to view or download the report

Y

Y

Y

N

Reports (View)

Required to view or download the report

Y

Y

Y

N

Reports (View)

Required to view or download the report

Y

Y

N

N

Reports (View)

Required to view or download the report

Y

Y

Y

N

Reports (View)

Required to view or download the report

Y

Y

N

N

• Certificate of coverage request form (View)
• Certificate of coverage request (Prepare)
• Certificate of coverage request (Lodge)
• Certificate of coverage request (Revise)

• View is required to view screen and submitted return details.
• Prepare is required to prepare, save or delete the form.
• Lodge is required to submit form.
• Revise is required to update submitted forms.

Note: The client must have an ABN.

Y

Y

N

N

• Super excess concessional contributions (ECC) and RENCC election form (Prepare)
• Super ECC and RENCC election form (Lodge)

• Prepare is required to access the screen and prepare or save the form. This permission is available to basic users.
• Lodge is required to submit the form. This permission is only for standard or strong users.

Note: The form is available for individuals only.

N

Y

N

N

• Early stage innovation company report (Prepare)
• Early stage innovation company report (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Y

Y

N

N

• Employee share scheme annual report (Prepare)
• Employee share scheme annual report (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Note: The client must have an ABN.

Y

Y

N

N

• Employee share scheme annual report (Prepare)
• Employee share scheme annual report (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Y

Y

N

N

• Super ECC and RENCC election form (Prepare)
• Super ECC and RENCC election form (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Y

Y

N

N

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)
• Excise forms (Revise)
• Financial and payment details (Add/Update)

• View is required to access screen and lodged form details.
• Prepare is required to prepare and save forms.
• Lodge is required to submit original or amended form.
• Revise is required to amend submitted forms.
• Add/Update is required to register the client for FTCN and include FIA details in the form.

Y

Y

N

N

• General purpose financial statements (Prepare)
• General purpose financial statements (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Note: The client must have an ABN.

Y

Y

N

N

• Clients (View)
• Clients (Add/Update)

• View is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Note: For individuals only with debt on a HELP, TSL or VSL loan.

Y

Y

N

N

• PAYG payment summary (Prepare)
• PAYG payment summary (Lodge)

• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Note: The form is available for non-individuals only.

Y

Y

N

N

• Superannuation transfer balance account (View)
• Superannuation transfer balance account (Lodge)

• View is required to access the screen and prepare or save the form.
• Lodge is required to submit form.

Y

Y

N

N

• Superannuation transfer balance account (Lodge)

• Required to access screen and prepare form.

Note: The form is available for non-individuals only.

Y

Y

N

N

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)
• Excise forms (Revise)
• Financial and payment details (Add/Update)

• View is required to access screen and lodged form details.
• Prepare is required to access the screen and prepare or save the form.
• Lodge is required to submit original or amended form.
• Revise is required to submit original or amended form.
• Add/Update is required to register the client for FTCN and include FIA details in the form. This permission is not available to basic users.

Y

Y

N

N

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)

• View is required to access screen and lodged form details.
• Prepare is required to prepare and save forms.
• Lodge is required to submit original or amended form.

Note: The client must have an Excise Duty or Excise equivalent goods account.

Y

Y

N

N

• Excise forms (View)
• Excise forms (Prepare)
• Excise forms (Lodge)
• Excise forms (Revise)

• Required to access screen and lodged form details.
• Required to prepare and save forms.
• Required to submit original or amended form.
• Required to amend submitted forms.

Note: The client must have an Excise Duty account.

Y

Y

N

N

• Combined Global and Domestic Minimum Tax Return (View)
• Combined Global and Domestic Minimum Tax Return (Prepare)
• Combined Global and Domestic Minimum Tax Return (Lodge)
• Combined Global and Domestic Minimum Tax Return (Revise)

• View is required to access screen and lodged form details.
• Prepare is required to prepare and save forms.
• Lodge is required to submit original or amended form.
• Revise is required to amend submitted forms.

Note: The form is available for non-individuals only.

N

Y

N

N

• Non-individual income tax return (Lodge)

• Required to prepare and submit form.

N

Y

N

N

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Superannuation details (View)

Required to view the screen and details.

Y

Y

N

Y

Payroll event form (View)

Required to view the screen and details.

Y

Y

Y

Y

Payroll event form (Lodge)

Required to view the screen and submit the form.

Y

Y

Y

N

Employee commencement form (Lodge)

Required to view the screen and submit the form.

N

Y

Y

Y

Account details (View)

Required to view the screen and details.

Y

Y

Y

Y

Clients (View)

Required to view the screen and submit the form.

Y

Y

N

N

Individual income tax return (Prepare/Lodge)

Enables individual income tax returns to be prepared and lodged.

N

N

Y

Non-individual income tax return (Prepare/Lodge)

Enables non-individual income tax returns to be prepared and lodged.

N

N

Y

FBT return (Prepare/Lodge)

Enables fringe benefits tax returns to be prepared and lodged.

N

N

Y

SMSF annual return (Prepare/Lodge)

Enables self-managed superannuation fund annual returns to be prepared and lodged.

N

N

Y

Payroll event form (View/Lodge)

Enables payroll event information to be reported and managed.

N

N

Y

View

This permission is required to access a range of pages that present client information. It will enable a user to:

• Bring a client into focus and access client-level functions.
• View the client list and use the client search function.
• View lodgment program status information.
• View client mail and communication history.
• View practice and client communication preferences.
• View historical transaction information.
• View and submit client forms.

Add/Update

• Add or remove a client from your firm's client list.
• Add a payroll-only client.
• Update accounts you are authorised to represent your client for.
• Request and download client nominations report.
• Submit the overseas travel notification form.

View

• Download the firm client list or results of an advance search.

View

• View the accounts summary page.
• View any tax accounts balances and transactions.
• View payment plan information.
• View credit card details (if already on file).
• View activity statement details in full.
• View previously lodged income tax return details and their status.
• View GST property credits.

View

• View the practice’s tax agent registration details.
• View client details, addresses, email addresses, authorised contacts, associate details and financial institution details.
• View client tax registrations.
• View the details required to display an activity statement in full.

Add/Update

• Update client addresses, email addresses and authorised contacts.
• Create, cancel or update client tax registrations.
• Submit deferral request form.

Cancel ABN

• Submit request to cancel a client ABN (through ABR).

Add/Update

• Update client financial institution and bank account details.

View

• Open the practice and client Reports landing pages.
• View or download any practice or client report.

View

• Open and view any Super account details for an individual client.

View

• View account and role information for clients in software.

Add/Update

• Submit updates for client accounts in software.

Submit

• Open the Payment plans page.
• Create and manage a payment plan.

Submit

• Open the Refund request page.
• Submit a refund request for eligible clients.

Submit

• Open the Transfer request page.
• Submit a transfer request for eligible clients.

Submit

• Check self-managed super fund member details in software.

Submit

• Check self-managed super fund details in software.

View

• Open the Activity statements landing page.
• View activity statement history and information.

Prepare

• Prepare and save an activity statement.

Lodge

• Lodge an original activity statement for a client.

Revise

• Prepare or lodge an amendment for an activity statement.

Prepare

• Submit a test file for the Annual investment income report through file transfer.

Lodge

• Lodge the Annual investment income report through file transfer.

Prepare

• Prepare Trust AMIT returns through software.

Lodge

• Lodge Trust AMIT returns through software.

View

• Open the Certificate of coverage request screen and view history of requests.

Prepare

• Prepare, save or delete a Certificate of coverage request.

Lodge

• Submit a Certificate of coverage request.

Revise

• Update a previously submitted Certificate of coverage request.

Prepare

• Prepare Closely held trust beneficiary report through software.

Lodge

• Lodge Closely held trust beneficiary report through software.

View

• Open the CGDMT screen and view lodged return details.

Prepare

• Prepare the CGDMT form.
• Submit the Global Anti-Base Erosion Information Return through file transfer.

Lodge

• Submit an original CGDMT form.

Revise

• Amend a submitted CGDMT form.

Prepare

• Submit a test file for the CRS Statement through file transfer.

Lodge

• Lodge the CRS Statement through file transfer.

Prepare

• Submit a test file for the Community housing annual report through file transfer.

Lodge

• Lodge the Community housing annual report file through file transfer.

Prepare

• Prepare consolidated group notification through software.

Lodge

• Lodge consolidated group notification through software.

Prepare

• Submit test Country by country report through file transfer.
• Submit test Local master file through file transfer.

Lodge

• Lodge Country by country report through file transfer.
• Lodge Local master file through file transfer.

Prepare

• View direct debit details for existing payment plans.

Lodge

• Create payment plans with the payment method of direct debit.

Prepare

• Open the Early stage innovation company report screen.
• Prepare and save an Early stage innovation company report.

Lodge

• Submit an Early stage innovation company report.

Prepare

• Submit a test electronic payment systems transactions report file through file transfer.

Lodge

• Lodge an electronic payment systems transactions report file through file transfer.

View

• Open the Employee super accounts screen.

Prepare

• Open the Employee super accounts screen.

Lodge

• Submit a request for a stapled super fund (Employee commencement form).

Prepare

• Submit a test Employee share scheme annual report through file transfer.
• Prepare and save an Employee share scheme annual report form.

Lodge

• Lodge an Employee share scheme annual report through file transfer.
• Submit an Employee share scheme annual report from Client forms.

View

• Open the Excise duty return and Excise claim landing pages.
• View excise returns and claim history.
• View lodged excise return or form details.

Prepare

• Prepare and save an Excise duty return.
• Prepare and save an Excise claim.
• Prepare and save Fuel tax credit non-GST and Product stewardship for oil forms.

Lodge

• Lodge an original Excise duty return.
• Lodge an Excise claim.
• Submit Fuel tax credit non-GST and Product stewardship for oil forms.

Revise

• Amend submitted excise forms.
• Lodge an amended Excise duty return.
• Delete a saved Excise duty return or Excise claim.

Prepare

• Prepare FBT returns through software.

Lodge

• Lodge FBT returns through software.

Prepare

• Submit a test FATCA data file through file transfer.

Lodge

• Lodge FATCA data files through file transfer.

Prepare

• Open the General purpose financial statements screen.
• Prepare and save the General purpose financial statement form.

Lodge

• Submit the General purpose financial statement form.

Prepare

• Prepare and prefill individual tax returns through software.

Lodge

• Lodge individual tax returns through software.

View

• Open the NFP self-review return landing page
• View return history and NFP self-review return information.

Lodge

• Lodge an original NFP self-review return.

Revise

• Amend a previously submitted NFP self-review return.

Prepare

• Prepare the Substitute accounting period (SAP) form.
• Prepare non-individual tax returns through software.

Lodge

• Submit the Substitute accounting period (SAP) form.
• Lodge non-individual tax returns through software.

Prepare

• Prepare and save a Private ruling or Objection form.

Lodge

• Lodge a private ruling or objection form.

Prepare

• Submit test file for the JobKeeper Payment inbound through file transfer.
• Submit a test file for the Payment summary annual report through file transfer.
• Open, prepare and save a PAYG withholding variation application.

Lodge

• Lodge the JobKeeper Payment inbound through file transfer.
• Lodge the Payment summary annual report file through file transfer.
• Submit a PAYG withholding variation application.

View

• Open the STP reporting screen.
• View payroll event information and reporting details.

Lodge

• Add a payroll-only client.
• Submit payroll event information.
• Lodge payroll reporting information through the relevant payroll event service.

Prepare

• Submit a Quarterly TFN/ABN report file through file transfer.

Lodge

• Lodge a Quarterly TFN/ABN report file through file transfer.

Prepare

• Submit a test file for the Sharing economy taxable payments through file transfer.

Lodge

• Lodge a Sharing economy report through file transfer.

Prepare

• Prepare SMSF Annual returns through software.

Lodge

• Lodge SMSF Annual returns through software.

Lodge

• Submit super contribution reports through software.

Prepare

• Open the Division 293 election form.
• Open Excess concessional contributions and Excess non-concessional contributions election forms.
• Prepare and save an eligible super election form.

Lodge

• Submit the Division 293, excess concessional contributions or excess non-concessional contributions election form.

View

• Submit a test file for the COVID ERS recontributions through file transfer.
• Access the Transfer balance account report form.
• View the transfer balance report screen and submitted report details.
• Prepare the transfer balance account report

Lodge

• Lodge the COVID ERS recontribution through file transfer.
• Submit a Transfer balance account report.
• Access and prepare an Excess transfer balance election form.
• Submit transfer balance account information for the client.

Prepare

• Submit a test file for the Taxable payments annual report through file transfer.
• Open the client TPAR landing page and view report history.
• Prepare and save an original or amended TPAR.
• Prepare TPAR non-lodgment advice.

Lodge

• Lodge a Taxable payments annual report through file transfer.
• Lodge an original or amended TPAR client lodgment.

Prepare

• Submit a test TFN declaration through file transfer.

Lodge

• Lodge a TFN declaration through file transfer.

Prepare

• Submit a test Market participants file through file transfer.
• Submit a test Transfers of shares and units listed entities file through file transfer.

Lodge

• Lodge the Market participants file through file transfer.
• Lodge the Transfers of shares and units listed entities file through file transfer.

Gives authorisation to perform the following actions for clients which have been added to the restricted client list:

• View the client in online services.
• Perform ordinary actions for client, where user has other required permissions.
• Download communication items for client through communication history.

Gives access to:

• Open and use Online forms.
• Open and use Practice mail.

Gives access to:

• Open the firm's Practice mailbox.
• View practice mail belonging to other users.

Gives access to:

• Open default communication preferences for the practice.
• Change the default communication preferences.

Gives access to:

• Submit agent trust account details through software.

Gives access to complete the following actions through software:

• Subscribe to the EFT Reconciliation Report.
• Request practice level reports, including all on-demand reports.