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Digital education resources

These instructional videos complement our Online services for agents user guide to help you use key functions.

Last updated 23 July 2023

Reports, statements and forms

Videos:

How to add a single lodgment deferral

This video shows you how to add a single lodgment deferral in Online services for agents.

Media: How to add a single lodgment deferral
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od46orozExternal Link (Duration: 2:37)

Read detailed instructions in the Lodgment deferrals section of our Online services for agents user guide.

How to add multiple lodgment deferrals

This video explains how to add multiple lodgment deferrals in Online services for agents.

Media: How to add multiple lodgment deferrals
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od5yfy9xExternal Link (Duration: 3:12)

Read detailed instructions in the Lodgment deferrals section of our Online services for agents user guide.

Request and view the Income tax lodgment status report

This video guides you through the steps to request and view the Income tax lodgment status report in Online services for agents.

Media: Request and view the Income tax lodgment status report
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od1e81thExternal Link (Duration: 2:04)

Read detailed instructions in the Income tax lodgment status report section of our Online services for agents user guide.

Request and view the Outstanding activity statements report

This video shows you how to request and view the Outstanding activity statements report in Online services for agents.

Media: Request and view the Outstanding activity statement report
https://tv.ato.gov.au/ato-tv/media?v=bi9or7odudmdgxExternal Link (Duration: 1:45)

Read detailed instructions in the Outstanding activity statement report section of our Online services for agents user guide.

View and print Single Touch Payroll income statements

This video explains how to view and print your clients' Single Touch Payroll income statements in Online services for agents.

Media: View and print Single Touch Payroll income statements
https://tv.ato.gov.au/ato-tv/media?v=bi9or7odu761f9External Link (Duration: 1:58)

Read detailed instructions in the Client reports section of our Online services for agents user guide.

Account balances and payment plans

Videos:

View payment options and make a payment

This video explains how to view payment options and make a payment in Online services for agents.

Media: View payment options and make a payment in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od7tgan6External Link(Duration: 0:15)

Read detailed instructions in the Payment options section of our Online services for agents user guide.

View and print an account balance

This video explains how to view and print an account balance in Online services for agents.

Media: View and print account balances in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4br9External Link (Duration: 1:19)

Read detailed instructions in the Accounts summary section of our Online services for agents user guide.

Create a payment plan

This video outlines the steps to create a payment plan for your clients in Online services for agents.

Media: Creating a payment plan in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubq8External Link (Duration: 3:21)

Read detailed instructions in the Make a payment plan section of our Online services for agents user guide.

Lodge and track returns

Videos:

Submit non-lodgment advice

This video explains how to submit a non-lodgment advice in Online services for agents.

Media: Submit a non-lodgment advice in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4nczExternal Link (Duration: 1:12)

Read detailed instructions in the Non-lodgment advice section of our Online services for agents user guide.

Progress of return

This video shows how to check the progress of your clients' tax returns in Online services for agents.

Media: Checking the progress of a return in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubjwExternal Link (Duration: 2:03)

Read detailed instructions in the Income tax section of our Online services for agents user guide.

View and print a Notice of Assessment

This video shows how to view and print a Notice of Assessment in Online services for agents.

Media: View and print a Notice of Assessment in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od7tkq55External Link (Duration: 0:15)

Read detailed instructions in the Income tax section of our Online services for agents user guide.

GST registration

Videos:

Adding a GST registration

This video guides you through the steps to register your clients for GST in Online services for agents.

Media: How to add a GST registration in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbt9hhExternal Link (Duration: 2:20)

Read detailed instructions in the Tax registrations – Add section of our Online services for agents user guide.

Cancelling a GST registration

This video explains how to cancel an existing GST registration in Online services for agents.

Media: How to cancel a GST registration in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubgcExternal Link (Duration: 1:49)

Read detailed instructions in the Tax registrations – Cancel section of our Online services for agents user guide.

Revise an activity statement

This video explains how to revise an activity statement in Online services for agents.

Media: Revise an activity statement in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4bihExternal Link (Duration: 1:30)

Read detailed instructions in the Revise an activity statement section of our Online services for agents user guide.

Client updates

Videos:

Add a client

This video shows you how to add a client in Online services for agents.

Media: How to add a client in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=bi9or7orgop6nxExternal Link (Duration: 2:20)

Read detailed instructions in the Add client section of our Online services for agents user guide.

Update financial institution details

This video explains how to update financial institution details in Online services for agents.

Media: Update financial institution details in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4br9External Link (Duration: 1:19)

Read detailed instructions in the Financial institution details section of our Online services for agents user guide.

Update communication preferences

This video explains how to update communication preferences in Online services for agents.

Media: How to update communication preferences in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xqfoExternal Link (Duration: 3:22)

Read detailed instructions in the Preferences section of our Online services for agents user guide.

View client communication history

This video explains how to view client communication history in Online services for agents.

Media: View client communication history
https://tv.ato.gov.au/ato-tv/media?v=bi9or7od5461xuExternal Link(Duration: 2:01)

Read detailed instructions in the Communication history section of our Online services for agents user guide.

Remove a client

This video shows how to remove a client in Online services for agents.

Media: How to remove a client in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xq8cExternal Link (Duration: 1:39)

Read detailed instructions in the Remove client section of our Online services for agents user guide.

View, allocate and send practice mail

This video explains how to view, allocate and send practice mail in Online services for agents.

Media: View, allocate and send practice mail in Online services for agents
https://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xqgxExternal Link (Duration: 2:19)

Read detailed instructions in the Practice mail section of our Online services for agents user guide.

Troubleshooting for tax practitioners

This video explains how to troubleshoot common issues when accessing and using ATO online services.

Media: Troubleshoot issues with ATO online services https://tv.ato.gov.au/ato-tv/media?v=bi9or7od7oqy1aExternal Link (Duration: 0:15)

Refer to Technical support for more information on troubleshooting.

Feedback

Tax professionals are invited to email your feedback about our digital education resources.

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