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  • Key changes

    We continue to update Online services for agents to:

    • align with legislative changes
    • enhance functionality based on your feedback.

    The functions available to you in the system are determined by the services you provide as a tax or BAS agent and your Access Manager permissions. This means you may not have access to view all available features.

    System updates

    Key updates we have made in the last year to Online services for agents include:

    March 2022

    Non-concessional contributions – you can now view display of historical (2018-2019 financial years onward) and current non-concessional contributions for your client's superannuation contributions.

    January 2022

    Digital instalment notice – a notice that contains all the relevant information for your clients to pay their instalment amounts. You can download the notice from Communication history and pass it onto your clients.

    December 2021

    Reports – 'Reported transactions' is a new pre-generated report available in the Client reports menu. You can view, filter and download reported transactions that occurred since 1 July 2017, for the following data types:

    • business transactions through payment systems
    • government grants
    • taxable payments.

    More information can be found in the OSFA user guide.

    On demand reports:

    • Outstanding activity statement (current + previous 3 years) – there are now additional columns of data providing a more comprehensive view of your client’s lodgment and payment obligations.
    • Income tax lodgment status (current + previous 3 years) – there are now additional columns of data providing a more comprehensive view of your client’s lodgment and payment obligations.

    More information can be found in the 'Reports' section of the OSFA user guide.

    Practice mail – 'New topic' and 'Subjects' are now available in Practice mail:

    September 2021

    Business – the menu item 'Commonwealth procurement statement' has been updated to 'Statement of tax record'. There are additional fields to complete if your client is applying as a group head of an income tax consolidated group whose subsidiary member is tendering for a Commonwealth Government contract.

    Advanced search – you can now allow 10,000 clients to be downloaded via CSV or HTML. If you have more than 10,000 clients, download your clients into separate list using filters.

    Accounts and payments – the menu item ‘Excise and Resource Rent tax accounts’ has been replaced with new menu items:

    • 'Excise account'
    • 'Resource rent account'.

    Accounts and payments – You can see the new GST Director Penalty account in 'Accounts Summary'.

    New client forms:

    • Fuel tax credit non-GST – you can now register and claim using Online Services for Agents.
    • Product stewardship for oil – you can now register and claim using Online Services for Agents.

    July 2021

    Payment plans – an 'arrears' status has been added to advise if scheduled payments have been missed.

    June 2021

    Communication preferences – the declaration has been updated. When you set communication preferences to ‘Practice’ you are designating Online services for agents as your client’s preferred address for certain ATO communications.

    March 2021

    JobMaker Hiring Credit:

    • View payments – you can view payments made for JobMaker Hiring Credit claims.
    • Amend – you can amend a submitted JobMaker Hiring Credit claim for a claim period that has not ended. Visit JobMaker Hiring Credit key dates.

    Lodge an objection – this form now includes fields for you to provide the:

    • grounds for the objection
    • reasons for your client not lodging the objection on time.

    It is no longer mandatory to upload an attachment to this form.

    February 2021

    JobMaker Hiring Credit – you can submit a JobMaker Hiring Credit claim.

    January 2021

    JobMaker Hiring Credit – you can view information about employees who have been nominated for the JobMaker Hiring Credit.

    See also

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    Last modified: 01 Apr 2022QC 57720