How to view forms
To view forms relevant to your client:
- select a client
- select Lodgments then Client forms
- select the relevant form.
Certificate of coverage request form
To add:
- select Certificate of coverage request form
- at Not lodged select New
- complete Employer information mandatory fields including adding employee information
- at Employee list select Add. You can select Update at Employee details to change details of the employees listed
- select the Declaration and Submit.
To edit:
- select Certificate of coverage request form
- at History select Edit
- at Employer information – previous request, update the required information
- select the Declaration and Submit.
Only certificates with a status of approved or saved can be edited. You can only view or edit one employee at a time.
Employee share scheme (ESS) annual report
To lodge:
- select the Employee share scheme (ESS) annual report
- select Lodge then the year required
- complete the mandatory fields
- at Employees select Add. Select the Update next to Employees to change details of the employees listed
- add Share scheme details for each employee. You can add details for multiple share schemes at once
- select Save and continue
- select the Declaration and Lodge. To lodge or complete the form later, select Save and exit. The report must be resumed within 14 days, otherwise the information will need to be re-entered.
To complete a saved draft, select Resume for the relevant client's report and complete the mandatory fields:
- select Add at Employees and complete or update details
- select the Declaration then Lodge.
General purpose financial statement
To lodge:
- select Add
- complete mandatory fields
- select the Declaration then Submit.
Early stage innovation company report
To lodge:
- select Add then the year required
- complete all mandatory fields – don't copy and paste information into this report as it can create an error
- To add the investors to the report select Add then the Entity type, complete details then select Save and continue
- To add further investors at Investors select Add and complete the details
- select the Declaration then the relevant action, select
- Submit to lodge
- Save and exit to save and complete later
- Cancel
- Print friendly version to print or save as a PDF before submitting.
Overseas travel notification
This form is only available for individual clients with a HELP or AASL debt.
Before you complete this notification for your client, ensure their name, date of birth, email address and phone number are correct.
To lodge:
- select Overseas travel notification
- select Add
- select the Passport type – either Australian passport, Foreign passport or Both if applicable
- enter the passport details and travel details
- select the Declaration then Submit to lodge or Cancel to exit the form.
Excess concessional contribution election
You can view available elections and election history.
To lodge:
- select Lodge for the year required
- to view the Determination date and Total contributions select the drop-down menu next to the Election
- complete all mandatory fields to indicate the amount to be released
- select the Declaration then Submit
- select Print friendly version to print or save a copy.
Excess non-concessional contribution election
You can view available elections and election history.
To lodge:
- select Lodge for the year required
- to view the Determination date and Total contributions, select the drop-down menu next to the election
- select to either
- release the money from your super fund
- pay excess non-concessional contributions tax
- complete all mandatory fields to indicate the amount to be released
- select the Declaration then Submit
- select Print friendly version to print or save a copy.
Transfer balance account report
You can lodge and view lodged or saved reports.
To lodge:
- select Add for the relevant year, then either
- select Save and continue – to save a report to be completed or submitted later
- select Resume – to return to the report in progress
- complete all mandatory fields
- select the Declaration then Submit
- select Print friendly version to print or save a copy.
For instructions, see Super transfer balance account report instructions.
Division 293 election
You can view the available elections and the election history. There are 2 types of elections – Due and payable, and Deferred.
To make an election:
- select Lodge for the year required
- complete mandatory fields
- select the Declaration then Submit.
Transfer balance election
You can view an election and election history.
To make an election:
- select Change provider
- enter the election amounts
- select the Declaration then Submit
- select Print friendly version to print or save a copy.
You cannot submit an excess transfer balance election for a determination period if your client has already made an election for that same determination period or if the election period has expired. Check with your client that they have lodged the election.
Pay as you go withholding variation (PAYGWV) application
You can lodge, view and amend PAYGWV applications.
To lodge:
- select Prepare
- complete mandatory fields
- select the Declaration then Submit.
Excise duty return
You can lodge, view and amend Excise returns online.
To lodge an Excise return:
- select Excise duty return
- select the type of return then Prepare
- complete mandatory fields
- select the Declaration then Submit
Excise claim
You can lodge, view Excise claims.
To lodge an Excise claim:
- select Excise claims
- select the Claim type then Add
- complete mandatory fields
- select the Declaration then submit
Fuel tax credit non-GST
You can register claim, view and amend fuel tax credit non-GST.
To register:
- select Register
- complete mandatory fields
- select the Declaration then Submit.
To claim:
- select New claim
- complete mandatory fields
- select the Declaration then Submit.
Product stewardship for oil
You can register, claim, view and amend Product stewardship for oil.
To register:
- select Register
- complete mandatory fields
- select the Declaration then Submit.
To claim:
- select New claim
- complete mandatory fields
- select the Declaration then Submit.
Refer to the Online services for agents user guide for help in other areas.