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  • Communication

    Find out how to view and send within the Communication menu.

    On this page:

    Communication history

    The Client communication history gives you access to most communications we send to your individual and sole trader clients via the following channels:

    • myGov
    • email
    • SMS
    • paper
    • agent digital.

    Not all communications with you and your clients are available in the Communication history. We will continue to progressively add more communication types.

    Note: This feature is similar to the information you view in the Client communication list (CCL). Use this feature instead of the CCL.

    To view your communication history, from the agent homepage:

    • select Communication then Communication history
    • select or deselect All Clients
    • Filter by        
      • client identifier – search for up to three clients. If searching for multiple clients you can only use the same identifier type, TFN or ABN. You can use a combination of the identifier and name.
      • time period – Last 24 hours, Last 7 days, Last 30 days, Last 5 years or Enter your start and end dates
      • all clients
      • channel – myGov, email, SMS, paper and Agent digital.
       
    • results will be displayed
    • select Download CSV – a new window will open with the search results as an Excel spreadsheet
    • select Print friendly version to print or save a copy.

    To view a client's communication history:

    • select a client
    • select Profile then Communication history
    • filter by        
      • time period – Last 24 hours, Last 7 days, Last 30 days, Last 5 years or enter your start and end dates. Communications are available to retrieve from 1 July 2008 onwards
      • channel – myGov, email, SMS, paper and agent digital
       
    • results will be displayed
    • select Download CSV – a new window will open with the search results as an Excel spreadsheet
    • select Print friendly version to print or save a copy.

    Practice mail

    Practice mail allows you to communicate with us by a secure email channel, as well as view messages you have sent.

    Within your practice you may have access to more than one mailbox; your own, the practice's or another person in the practice.

    What you can view depends on your Access Manager permissions. For:

    • your own mailbox – you will have full email functionality to create, send, delete, reply, allocate and update notifications. You will need your own AUSkey to create your own mailbox
    • the practice mailbox – you can view, delete, allocate or update notifications. You can't create, send or reply to an email
    • other mailboxes in your practice – you can view and allocate emails but cannot action or delete emails.

    To view mail:

    • select Communication then Practice mail
    • select the relevant mailbox. The mailboxes you can view depends on your Access Manager permissions
    • select Inbox or Sent – you can sort by Client, Subject and Received date.

    To allocate mail for the practice mailbox you will need to be an AUSkey administrator. You can then:

    • select mail items to Allocate to the relevant person in your practice
    • select Notifications to nominate to receive an email notification on a different email address when a new message is received in Practice mail.

    To send a new message:

    • from the agent homepage select Communication then Practice Mail, or, from Client summary select Profile then New messages
    • select New
    • select the topic and subject of your message. Certain messages require an attachment. See Forms required to be attached for a list of the topics and subjects in which require a form to be attached.
    • complete the required fields and attach the relevant form if required
    • select the declaration then select Send
    • select Print friendly version to print or save a copy.

    Note: You will receive an ATO receipt ID when the message has successfully been sent. You will need to quote this number to us when enquiring about the request.

    Forms required to be attached

    Forms required according to topic and subject

    Topic

    Subject

    Form to attach

    Debt and lodgment

    Agent Assessed Deferral

    Agent assessed deferral application

    Debt and lodgment

    ATO Assessed Deferral

     

    Debt and lodgment

    ATO Assessed deferral – Taxable payments annual report

    ATO assessed deferral application

    Debt and lodgment

    Closely held deferral requests

    Closely held entity lodgment concession request form

    Income tax

    Agent Assessed Deferral

    Agent assessed deferral application

    Income tax

    ATO Assessed Deferral

    ATO assessed deferral application

    Income tax

    New or re-engaged client deferral

    Deferrals for new or re-engaged clients with overdue returns application

    Income tax

    Income tax return amendment – Partnership

    Request for amendment of income tax return

    Income tax

    Income tax return amendment – trusts

    Request for amendment of income tax return

    Income tax

    Income tax return amendment – companies

    Request for amendment of income tax return

    Income tax

    Income tax return amendment – superannuation funds

    Request for amendment of income tax return

    Activity statement

    Agent Assessed Deferral

    Agent assessed deferral application

    Activity statement

    ATO Assessed Deferral

    ATO assessed deferral application

    Fringe benefits tax

    ATO Assessed Deferral

     

    GST

    Agent Assessed Deferral

    Agent assessed deferral application

    GST

    ATO Assessed Deferral

    ATO assessed deferral application

    Superannuation

    Agent request for additional time to lodge

    Agent assessed deferral application

    ATO assessed deferral application

    General questions, problems and help

    Review of decision for deferrals from tax agents / BAS agents

    Review of deferral decision application

    Historical transactions

    In Historical transactions you can check the status of enquiries that you have made with us for your client or your practice. These include:

    • Online services for agents        
      • mail messages
      • online forms
      • refund requests
      • transfer requests
       
    • mail
    • telephone
    • fax.

    This feature only shows a list of interactions and their status. You cannot view the content of the message. If you no longer have the content for a specific interaction, contact us with the receipt number.

    Interactions remain viewable for three months after the completion date.

    To view interactions for your practice, at the agent homepage select Communication then Historical transactions

    To view interactions for a client see Historical transactions – client summary.

      Last modified: 24 Jun 2019QC 54079