• Client accounts

    Using the Client Accounts function, the BAS Agent Portal allows you to access your clients' accounts. You can sort accounts either by ATO-process date or by tax type summary. You can also specify the date range or year you want to view for an account. You can also use the function to submit a refund request.

    To view client accounts, standard AUSkey users must have been given functional authorisation through Access Manager.

    On this page:

    Client account list

    The Client account list screen displays all accounts you are authorised to view for a client and provides a summarised view of the balance of the accounts. You can choose to view All accounts or Overdue accounts.

    The balance displayed may not include transactions waiting to be processed, including penalties and interest charges.

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    Account types

    Accounts types available for viewing in the BAS Agent Portal include:

    • integrated client accounts
    • excise duty accounts
    • fuel scheme accounts
    • administration accounts.

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    Viewing a statement of account

    From the Client account list screen:

    • select the required account from the list
    • on the Itemised account – by ATO-processed date screen  
    • select the required date range
    • select Go.

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    Printing a statement of account

    The Itemised account – by ATO-processed date displays a maximum of 50 transactions per screen.

    Printing less than 50 transactions:

    • when the screen displays the account details for the specified date range, select Printer friendly version.

    Printing more than 50 transactions:

    • when the screen displays the account details for the specified date range, select Printer friendly version
    • select Next and Previous to view further screens.

    Each screen needs to be printed separately using Printer friendly version.

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    See also:

    Detailed help ia available on portal HelpExternal Link:

    Log in to the BAS Agent Portal
    Last modified: 08 Jul 2015QC 26635