ato logo
Search Suggestion:

Lodgments in Online services for business

Use the Lodgments menu in Online services for business to lodge a range of forms and statements.

Last updated 17 July 2024

Income tax returns

You can't use Online services for business to lodge an income tax return. To lodge a tax return, you can:

You can lodge an income tax return amendment via Secure mail.

View and print tax returns

Online services for business allows you to view your lodgment history.

Income tax returns that haven't been lodged are displayed in 'For action' and can be viewed on the home page or from the 'Lodgments' menu by selecting Income Tax. 

Lodged income tax returns are available to view and print at the 'Income tax' screen. Select History then View details beside the tax return. Once the return is viewed, you can choose to print or save it as a PDF.

What you need to report and how you lodge your tax return for your business depends on your type of business entity.

Lodge a business or instalment activity statement

You must lodge and pay your activity statements by the due dates. Due dates are available on the home screen of Online services for business, under the For Action section.

Lodge a NIL business activity statement (BAS)

  • Lodgment
  • Activity statements
  • Prepare
  • Prepare as NIL

Lodge a current activity statement

  • select either            
    • Lodgments from 'For action'
    • Activity statements from the 'Lodgments' menu  
  • select Prepare next to the statement
  • complete the mandatory details
  • tick the declaration
  • select Save and exit to resume later or Lodge
  • a confirmation screen will present with a unique receipt ID – the screen can be printed or saved as a PDF
  • the total amount to pay will be presented on the screen with an option to pay now- you must pay by the due date.

Revise an activity statement

If an activity statement is able to be revised, there will be a revise link available for you to click.

Activity statement history

You can view, print and revise statements you've previously lodged in 'History'.

To see the history select:

  1. Lodgments
  2. Activity Statements
  3. Click the history tab.

GST property credits account

At the 'Lodgments' menu, select GST property credits from the drop-down menu.

If no GST property credits exist, no records will display.

Lodge excise duty return

Online services for business allows you to lodge your excise duty returns for both PSP holders and pre-payment returns.

To access the form using online services:

  1. select Lodgments
  2. select Excise duty return
  3. select the type of return, then Prepare
  4. complete all mandatory fields and review the information
  5. tick the Declaration box and select Submit.

Alternatively, if you hold a current PSP, you will be able to see your expected lodgments in the ‘For Action Block’ when you log into Online services for business.

You can access your delivery authority from the Excise duty return landing page:

  1. select Lodgments
  2. select Excise duty return
  3. select Pre-payment
  4. click on the Delivery authority link for the selected period.

You can view and print your delivery authorities from the Communication menu.

Lodge Excise claims

Online services for business allows you to lodge excise related claims for:

  • Excise refunds
  • Excise remissions
  • Excise drawbacks
  • Bunker fuel for yachts.

To access the form using online services:

  1. select Lodgments
  2. select Excise Claim
  3. select Prepare, then the type of claim
  4. complete all mandatory fields and review the information
  5. tick the Declaration box and select Submit. 

NFP self-review return

Non-charitable NFPs with an active Australian business number (ABN) need to lodge an annual NFP self-review return to self-assess their eligibility for income tax exemption.

For assistance to answer the questions in the NFP self-review return, refer to How to prepare an NFP self-review return.

You must lodge your NFP self-review return by the due date. Due dates are available on the home screen of Online services for business, under the For Action section.

Lodge an NFP self-review return

To lodge an NFP self-review return:

  1. select either
    • View next to the NFP self-review return in the Lodgments section of the For Action panel, or
    • NFP self-review return from the Lodgments menu
  2. select Prepare next to the return (you must prepare the oldest return first)
  3. complete the mandatory details
  4. tick the acknowledgments and declaration
  5. select Submit.

A confirmation screen will present with a unique receipt ID. The screen can be printed or saved as a PDF.

Your second and subsequent year NFP self-review return will be pre-populated from your most recently lodged NFP self-review return.

Amend an NFP self-review return

If an NFP self-review return is able to be amended, there will be an amend link available for you to select in the history tab.

A blank NFP self-review return will open for you to complete.

NFP self-review return history

You can view, print and amend returns you've previously lodged in 'History'.

To see the history select:

  1. Lodgments
  2. NFP self-review return
  3. History tab.

Super guarantee charge statement

To lodge the super guarantee charge (SGC) statement, select:

  1. Lodgments
  2. Reports and forms
  3. Super guarantee charge statement.

Taxable payment annual report

A taxable payment annual report (TPAR) must be lodged by 28 August each year.

Select:

  1. Lodgments
  2. Taxable payment annual report
  3. Complete the required information.
  4. To add additional payees, select add+ (You can only lodge 20 payees per report. If you need to lodge additional ones, you will need to submit multiple reports)

If you need to submit a non-lodgment advice, select the link under the not lodged tab.

Transfer balance account report

To lodge the transfer balance account report, select:

  1. Lodgments
  2. Reports and forms
  3. Transfer balance account report.

Private rulings

To apply for a private ruling within Online services for business, select:

  1. Lodgments
  2. Reports and forms
  3. Private ruling application. 

Objections

To use Online services for business to lodge objections, select:

  1. Lodgments
  2. Reports and forms
  3. Lodge an objection.

File transfer

You can use file transfer to lodge a range of reports to us.

Select

  1. Lodgment
  2. File transfer

Files you can test or lodge are visible in this section.

Reported transactions

Online services for business allows you to view third party data that we hold on taxable payments, government grants and business transactions received through payment systems. To view Reported transactions, select:

  1. Lodgments
  2. Reports and forms
  3. Reported transactions.

Fuel tax credits non-business

Online services for business allows not-for-profit organisations (that are not registered for GST) who operate emergency vehicles or vessels that provide emergency services and are clearly identifiable as such to register for fuel tax credit non-GST, lodge a claim or amend a previous claim.

You must claim within 4 years and must keep records that support your fuel tax credit claim.

To register and claim Fuel tax credit non-GST, select:

  1. Lodgments
  2. Reports and forms
  3. Fuel tax credit non-GST. 

To amend the fuel tax credit non-GST select:

  1. Lodgments
  2. Reports and forms
  3. Fuel tax credit non-GST 
  4. Amend.

Product Stewardship for Oil (PSO)

To register and claim Product Stewardship for Oil (PSO), select:

  1. Lodgments
  2. Reports and forms
  3. Product stewardship for oil claim. 

 

 

Two week lodgment concession - terms and conditions

Terms and conditions for the two week lodgment and payment concession.

QC65235