Support using our digital services
We have information and resources available to support you use our digital services, including:
- Online services for agents user guide
- Practitioner lodgment service (PLS) user guide
- Tax professionals digital education video series
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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 |
Yes | |
Request replacement cheques | Yes |
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
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 |
- For more specific information on activity statements, see: Business activity statements (BAS)
- Prepare and lodge
- Activity statements supported by PLS
Debt and payment
Debt and payment | Online services for agents |
---|---|
Card payment | Yes |
GIC remission request | Yes |
Yes | |
Yes | |
Yes | |
Yes | |
Print payment options | Yes |
Print payment slips | No |
View and print a client's activity statement account | Yes |
View payment plans | Yes |
Lodgment
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 |
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 |
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 |
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 |
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
Practice administration | ABR | Online services for agents | PLS |
---|---|---|---|
No | No | No | |
Add or delete clients | No | Yes | Yes |
Add or delete payroll only clients | No | Yes | Yes |
Yes | No | No | |
Electronic forms | No | Yes | No |
No | Yes | No | |
Online services for agents– send and receive messages (practice mail) | No | Yes | No |
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
Registration | ABR | Online services for agents | PLS |
---|---|---|---|
Yes | No | No | |
Yes | No | No | |
No | Yes | Yes | |
Set up Digital ID and Relationship Authorisation Manager (RAM) | No | No | No |
Yes | Yes | Yes | |
Yes | Yes | Yes | |
No | Yes | No | |
No | Yes | No | |
Yes | No | No | |
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
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 |
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
Report | Online services for agents | PLS |
---|---|---|
STP reporting | Yes | Yes |
STP deferrals and exemptions | Yes | No |
Yes | No |
Superannuation
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
- ATO advice and guidance
- Small business CGT concessions
- Capital gains tax – personal
- The cash and shadow economy
- Tax practitioner assistance service
- Consolidation
- Correct (amend) an income tax return
- Dispute or object to an ATO decision
- Private company benefits – Division 7A dividends
- Employee share schemes
- Excise equivalent goods (imports)
- Fringe benefits tax
- Fuel schemes
- GST
- Types of loans
- Imputation
- Income tax return– business
- Income and deductions
- International tax for business
- Losses
- Luxury car tax
- New legislation – business and personal
- Non-commercial losses
- Non-profit organisations
- Other languages
- PAYG instalments
- PAYG withholding
- Private rulings
- Research and development tax concession
- Self-managed super funds
- Small business benchmarks
- Small business entity concessions
- Super contributions surcharge
- Super for employers
- Super enquiries
- Wine equalisation tax
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.