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Tax agent online services guide

Use the tax agent online services guide to work out how best to complete your query or transaction online.

Last updated 12 November 2024

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Account information

Table 1: Account information

Account information

Online services for agents

Account balance

Yes

Bank details – update for activity statement roles

Yes

Bank details – update for income tax

Yes

Bank details – update for superannuation

Yes

Bank details – update for critical response account

Yes

GIC remission requests

Yes

Loan accounts

Yes

Name changes – individuals

No

Notice of assessment – individual

Yes

Notice of assessment – non-individual

No

Refund or credit transfer

Yes

Request remission of failure to lodge penalty

Yes

Request replacement cheques

Yes

View accounts

Yes

View excise and resource rent tax accounts

Yes

View details and print

Yes

View GST property credits

Yes

View GIC calculation details

No

View overpaid super accounts

Yes

View previously lodged income tax returns

Yes

View super guarantee accounts

Yes

Activity statements

Table 2: List of activity statement services

Activity statements

Online services for agents

PLS

Claim fuel tax credits

Yes

Yes

Confirm lodgment

Yes

Yes

Confirm processing

Yes

Yes

Lodge business activity statement (BAS)

Yes

Yes

Lodge instalment activity statement (IAS)

Yes

Yes

Lodge annual GST return

Yes

Yes

Lodge annual IAS

Yes

Yes

Lodge Simpler BAS

Yes

Yes

Lodgment deferral request

Yes

No

Request for additional time to lodge

Yes

No

Revise

Yes

Yes

Vary instalment amount

Yes

Yes

View document identification number

Yes

Yes

View and prepare

Yes

Yes

Debt and payment

Table 3: List of debt and payment options

Debt and payment

Online services for agents

Card payment

Yes

GIC remission request

Yes

Help with paying

Yes

How to pay

Yes

Make payment plans

Yes

Payments via credit and debit card

Yes

Print payment options

Yes

Print payment slips

No

View and print a client's activity statement account

Yes

View payment plans

Yes

Lodgment

Table 4: Lodgment activities

Lodgment

Online services for agents

PLS

Amendment of income tax returns for individuals

No

Yes

Amendment of income tax returns for partnerships

Yes

Yes

Amendment of income tax returns for companies

Yes

Yes

Amendment of income tax returns for trusts

Yes

Yes

Amendment of income tax returns for FBT

No

Yes

Amendment of income tax returns for super funds

Yes

Yes

Amendment of income tax returns for self-managed super funds

No

Yes

Apply for statement of tax record

Yes

No

Confirm lodgment

Yes

Yes

Lodge activity statements

Yes

Yes

Lodge revised activity statements

Yes

Yes

Lodge PAYG withholding annual reports

Yes

Yes

Lodge taxable payments annual report 

Yes

Yes

Lodge auditor/actuary contravention reports

No

No

Lodge FBT returns

No

Yes

Lodge individual income tax returns

No

Yes

Lodge non-individual income tax returns

No

Yes

Lodge super fund returns

No

Yes

Lodge self-managed super funds

No

Yes

Lodge future year returns

No

Yes

Lodge superannuation member contribution statements

Yes

Yes

Lodge taxable payments annual report

Yes

Yes

Lodge tax file number (TFN) declaration reports

Yes

Yes

Lodge annual investment income report (AIIR)

Yes

No

Lodge quarterly TFN and ABN reports

Yes

No

Lodge employee share scheme reports

Yes

No

Lodge certificate of coverage

Yes

No

Lodgment deferral – application for deferral

Yes

No

Lodgment deferral – review of deferral decision

Yes

No

Lodgment program – help with your lodgment program

Yes

No

Lodgment program performance

Yes

Yes

Non-lodgment advice or advise return not necessary and further returns not necessary – individual clients

Yes

Yes

Non-lodgment advice or advise return not necessary and further returns not necessary – non-individual clients

Yes

Yes

Objections – submit

Yes

No

Objections – submit further information

Yes

No

Private binding ruling (PBR) – apply

Yes

Yes

Private binding ruling (PBR) – submit further information

Yes

No

Submit a range of online forms

Yes

No

View income tax lodgment status

Yes

Yes

View progress of a tax return

Yes

Yes

To claim superannuation for temporary residents who have departed Australia and no longer have an active visa use the Departing Australia superannuation payments (DASP) online system.

Practice administration

Table 5: Practice administration services

Practice administration

ABR

Online services for agents

PLS

Access Manager system assistance

No

No

No

Add or delete clients

No

Yes

Yes

Add or delete payroll only clients

No

Yes

Yes

Changing your practice contact detailsExternal Link

Yes

No

No

Electronic forms

No

Yes

No

Feedback and complaints

No

Yes

No

Online services for agents– send and receive messages (practice mail)

No

Yes

No

Order ATO publications

No

No

No

Other services – Tax practitioner assistance service

No

Yes

No

Other services – view your practice details

Yes

Yes

No

Report integrity issues and suspected tax evasion

No

No

No

System assistance including access, technical difficulties, functions and navigation

No

No

No

Registration

Table 6: Registration

Registration

ABR

Online services for agents

PLS

Apply for an ABNExternal Link

Yes

No

No

Cancel an ABNExternal Link

Yes

No

No

Cancel GST, PAYG withholding, luxury car tax (LCT), wine equalisation tax (WET), fuel tax credits (FTC)

No

Yes

Yes

Set up Digital ID and Relationship Authorisation Manager (RAM)

No

No

No

Register for fuel tax credits (FTC)

Yes

Yes

Yes

Register for GST

Yes

Yes

Yes

Register for luxury car tax (LCT)

No

Yes

No

Register for PAYG withholding

No

Yes

No

Register for TFN (non-individual)

Yes

No

No

Register for wine equalisation tax (WET)

No

Yes

No

Update – advise that a client is deceased

No

Yes

Yes

Update addresses, contacts, some tax types

Yes

Yes

Yes

Set client communication preferences and receive messages (client mail)

No

Yes

No

Update associate details

Yes

No

No

Update legal name – individual or sole trader

Yes

No

No

Update legal name – other entities except for-profit companies

Yes

Yes

Yes

Update main industry and activity

Yes

No

No

View client registration and tax type summary or tax registrations

No

Yes

No

Visit tpb.gov.auExternal Link if your query relates to your tax agent registration.

Reports available

Table 7: Reports available

Reports available

Online services for agents

PLS

Activity statement client list

Yes

Yes

Activity statement lodgment

No

Yes

BAS and IAS – outgoing activity statements

No

No

Client account running balance

Yes

No

Client statistics

No

No

Communication history

Yes

No

Due lodgment

No

No

Electronic funds transfer (EFT) reconciliation

No

Yes

Excise client list

Yes

No

Family trust or interposed entity election

Yes

No

FBT client list

Yes

No

Income tax and fringe benefits tax lodgment performance

Yes

Yes

Income tax client list

Yes

Yes

Income tax lodgment status

Yes

Yes

Outstanding activity statements

Yes

No

PAYG instalment

Yes

No

Pre-filling

Yes

No

Senior Australians tax offset

No

No

Year to date excise revenue product summary

No

No

Year to date interest summary

Yes

No

Year to date revenue product summary

Yes

No

Single Touch Payroll

Table 8: Single Touch Payroll (STP) reports

Report

Online services for agents

PLS

STP reporting

Yes

Yes

STP deferrals and exemptions

Yes

No

STP – view income statements report

Yes

No

Superannuation

Table 9: Super reports

Report

Online services for agents

PLS

Bring forward arrangement

Yes

No

Carry forward concessional contributions

Yes

No

Concessional contributions

Yes

No

Employer contributions

Yes

No

Fund details

Yes

No

Small Business Superannuation Clearing House (SBSCH)/Super Clearing House

Yes

No

Total superannuation balance

Yes

No

Transfer balance cap

Yes

No

Tax law and advice

If your query is not available to be completed online, use the Tax agent phone services (Fast Key Code) guide to find the right phone number for the topic you need to phone us about.

QC20039