Show download pdf controls
  • Payment options

    You can access the Payment options from:

    • 'For action' on the Client summary – if there is a payment obligation
    • Accounts Summary
    • Accounts transactions.

    To see what payment options are available for your client:

    • select a client
    • at For action – payments section or Accounts summary screen you can see any payments owing or overdue
    • select Payment options.

    The page will display the account name, reference number, and the overdue and overall balance.

    Two primary payments options will display:

    • BPAY®
    • debit or credit card via Government Easy Pay.

    To pay directly within the system see Card payment.

    Note: Alternative payment options are available. See Other payment options for more information. An Australia Post barcode is available for activity statements and the payment plan instalment schedule.

    Select Print friendly version to print or save a copy of the payment options.

    Client summary

    You can access and action functions for your clients from one central location in the Client summary. From here you have options on how to get to specific functions from the drop down menu, For action or Quick links.

    Image of the Client summary page

    Image the Client summary page  in Online services for agents. The sections are listed below.

    1. Search
    2. Practice menu
    3. Add favourite client
    4. Client menu
    5. For action
    6. View or lodge – For income tax you can view the return for activity statements. If you select Lodge you will go to the relevant function to prepare and lodge.
    7. Payment plan in place
    8. Quick links
    9. Customise quick links

    On this page:

    For action

    The For action section is a snapshot of the client’s lodgment and payment obligations.

    You will see a summary of up to three of the key actions required for a client without having to switch between separate screens or reports. You can select the links to the actions relating to lodgment or payment. If you select Lodge, View or Payment options you will be taken to relevant function to complete the action or view the details.

    For a consolidated view of all accounts you will need to view the relevant account or the Accounts summary.

    Note: You can only view lodgment and payment reminders for the accounts you are authorised for.


    Lodgment information includes Account, Description, Balance and Status of the lodgment. There is a link to view or action the lodgment. Accounts available are:

    • Income tax
    • Fringe benefits tax
    • Activity statement
    • PAYG instalment notice.

    The relevant account will display only if there is an overdue or upcoming lodgment.


    Payment information includes Account, Description, Balance and Status of the payment. There is a link to payments options.

    From this screen you can make a payment plan for your client for:

    • Income tax
    • Activity statement
    • Super guarantee director penalty accounts.

    Add a quick link

    The quick links section lets you add and use links to access the most frequently used functions while managing your client. There are eight quick links already set in the client summary. You can customise these for each client.

    Select Customise quick links then select or deselect the Function.

      Last modified: 29 May 2019QC 54079