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  • Client details

    Client details gives you a quick view your client's name, ACN/ARBN, entity type, residency status, TFN, ABN and for individuals their myGov and working holiday maker status. You can also update client details.

    To view and update:

    • select a client
    • select Profile then Client details
    • client details will display
    • to update select the drop down next to the details      
      • for individuals you can update their, address, phone number and email address
      • for non-individuals you can update their names if they are not a Government entity or ASIC-registered company
       
    • select the Declaration, if required
    • select Save.

    Client addresses

    This function lets you view and update your client's addresses, both primary and other.

    Note: You can update up to 25 accounts at a time.

    To view:

    • select a client
    • select Profile then select Client addresses – the primary addresses and addresses for accounts related to the client will display
    • for specific address types, or to limit the results, select Accounts, Postal address or Business address
    • select Filter to refine your search by account number or account type, Income tax or Activity statement.

    To add:

    • select Add on the client address page
    • select the Address type, Postal address or Business address. The Activity statement ABR will automatically be selected and you won't be able to deselect the checkbox. If there are multiple Activity statement accounts for the ABN only one account will be linked to the ABR
    • select the country from the Country dropdown menu
    • at Search address start to type the address. Predictive text will show addresses that match as you type, select the correct address.
    • select the account to apply the new address to. If the address change applies to all accounts, select All accounts.
    • select the declaration to confirm you are authorised to update the client's address
    • select Save to confirm the change.

    To delete:

    • at All addresses on the client addresses page
    • select the Delete button next to the relevant address.

    Email addresses

    This function lets you view, update and delete activity statement account email addresses.

    To view:

    • select a client
    • select Profile then Email addresses
    • select Filter to refine email addresses by account number.

    To add or update:

    • select Add or Update next to the relevant account
    • enter the email address
    • select Save to confirm the change.

    Note: You can add or update an email address for up to 25 activity statements at a time when you select the Apply this to additional email accounts check box.

    To delete:

    • select Delete next to the relevant account.

    Authorised contacts

    You can view authorised contacts for all of your clients' accounts and roles, as well as update or add contact details relevant to your authorisation.

    Note: Authorised contacts with a relationship of ABR can only be updated through the Australian Business RegisterExternal Link.

    Primary contacts, previously known as entity representatives, are authorised to:

    • access all roles on their client's account
    • add, remove, and update the list of authorised contacts.

    Authorised contacts have authority at:

    • account level – for information specific to the account and any roles under that account, for example the Integrated client account
    • role level – for information specific to roles, for example goods and services tax (GST), PAYG withholding, and wine equalisation tax (WET).

    There is no limit to the number of authorised contacts that can be added to an account.

    Primary contact details will only display if you are authorised for all accounts. If you are only authorised for a specific account you won't see the primary contact details.

    To view, add and update primary and account authorised contact details:

    • select a client
    • select Profile then Authorised contacts
    • for primary contacts (tax agents only), at Primary     
      • to add – select Add then complete all the mandatory fields
      • to update – select the primary contact then Update
       
    • for specific accounts or roles at View by    
      • select Accounts or Name to view all accounts. All contacts will now display the account contacts for your client.
       
    • at All contacts, Filter by account number or account type      
      • to add – select Add then complete all mandatory fields
      • to update – select the relevant contact then Update.
       

    Note: Where incorrect information is on our system an Error or UNKNOWN name is displayed against an account. Select UNKNOWN to update or add any mandatory fields.

    Associates

    To view details of your clients' Associates, including associates name and position held:

    To update associate details visit the Australian Business RegisterExternal Link

    Financial institution details

    You can view and update the Financial institution details and accounts for your clients.

    The account details on this page will only be used to deposit refunds and ATO-held super; they will not be used for direct debits or payment plans.

    To view and update financial institution details:

    • select a client
    • select Profile then Financial institution details (FID) to view super, income tax and activity statement accounts
    • Filter by account sequence number or account type
    • financial institution details will be listed against each account. To view full details select the drop down next to the relevant account. If no details are present, select Add to enter the relevant information
    • if details are incorrect select Update or Delete for the relevant account
    • If we require account information to be updated an Update required indicator will display.

    Tax registrations

    You can use this function to view, add, update or cancel your client's registration details for a role or account. These changes made will be in real-time.

    Note: BAS agents can use this function for WET and luxury car tax (LCT).

    View

    To view:

    • select a client
    • select Profile then Tax registrations
    • select an Account from the dropdown menu
    • at Registrations select Current List for all current registrations or Historical List for cancelled registrations.

    Update

    To update:

    • select a client
    • select Profile then Tax registrations
    • select an Account from the dropdown menu
    • at Current registrations select Update for the registration type you want to update and complete the necessary fields. You can now nominate the preferred reporting cycle for (PAYG) withholding and GST then check the declaration box to confirm you are authorised to update client's registration details
    • select Save to confirm changes.

    Cancel

    To cancel:

    • select a client
    • select Profile then Tax registrations
    • select an Account from the dropdown menu
    • at current registrations select Cancel for the Registration type you want to cancel
    • complete the mandatory fields
    • select Next.

    Add

    To add:

    • select a client
    • select Profile then Tax registrations
    • select an Account from the dropdown menu
    • at current registrations select Add
    • select the Registration Type and complete all mandatory fields
    • select Next
    • select the Declaration to confirm you are authorised to update client's registration details
    • select Submit.
      Last modified: 29 May 2019QC 54079