• Account list

    This screen displays all accounts you have authority to view. Accounts available for viewing are listed at ‘Account types’.

    To view details of the amounts overdue, go to the drop down list above the balance column, choose Overdue accounts and select the Go button.

    To return to the previous view (a list of all accounts), choose the All accounts option from the drop down list.

    If there are five or more accounts of the same type such as integrated client accounts or income tax, a summary view of the accounts will be displayed. To expand or collapse this view, select the icon to the left of the account name

    The summary is not a representation of what you currently owe or are owed by the ATO. Factors such as general interest charges (GIC) or transactions that are awaiting processing may affect the balances.

    To access detailed transactions appearing on an account, select the account number to go to the Itemised account – by ATO processed date screen. This link is not available for Higher Education Loan Program or Student Financial Supplement Scheme accounts. 

    If you want more transaction detail for HELP or SFSS accounts, contact us via portal mail or phone us on 13 28 66

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    Account types

    Income tax accounts

    Transaction details relating to the processing of annual income tax returns including payments, penalties, GIC, as well as franking deficit tax and deficit deferrals tax for 2002 and prior income years. It also includes management accounts for bankruptcy and trust beneficiaries. For details of PAYG income tax instalments see ‘Integrated client account’.

    Integrated client accounts (includes activity statement accounts)

    Transaction details from activity statements as well as payments, penalties and GIC. It also provides PAYG withholding details lodged via digital channels by large clients. The following products are included:

    • goods and services tax 
    • goods and services tax instalments 
    • pay as you go income tax withholding 
    • pay as you go income tax instalments 
    • fringe benefits tax instalments 
    • luxury car tax 
    • wine equalisation tax 
    • fuel tax credit 
    • deferred company instalments  
    • franking deficit tax and over franking tax from 2003 onwards 
    • petroleum rent resource tax (PRRT) 
    • sales tax credits. 

    Administration accounts

    These accounts relate to actions taken on Integrated client accounts only.

    Transaction details for administration accounts including: 

    • legal action account – quarantined amounts held separately from other accounts pending legal action 
    • insolvency account – quarantined amounts held subject to insolvency processes 
    • disputed account – quarantined amounts from integrated client accounts which are under some form of dispute or appeal 
    • release account – quarantined amounts held pending determination of an application for release. Applies only to limited transactions – that is, fringe benefits tax instalments and PAYG income tax instalments.

    Pre July 2000 taxes

    Transaction details as well as payments, penalties and GIC. Includes:

    • pay as you earn (PAYE)
    • prescribed payments system (PPS) 
    • reportable payments system (RPS) 
    • sales tax (STAX). 

    Fringe benefits tax accounts

    Transaction details relating to FBT annual returns, including payments, penalties and GIC.

    For details of FBT instalments, see ‘Integrated client account’.

    Student loan accounts

    Overall running balance of student loan accounts. No further information is available in the portal for these accounts. It includes:

    • Higher Education Loan Program accounts (HELP), 
    • Student Financial Supplement Scheme accounts (SFSS). 

    Excise duty accounts

    Transaction details for various excise collections and includes petroleum, alcohol and tobacco products.

    Excise scheme accounts

    Transaction details for excise payments and is reported under the fuel scheme account. Includes: 

    • fuel tax credit (for non-activity statement clients) 
    • energy grants credits scheme (EGCS) 
    • fuel sales grants scheme (FSGS) 
    • product stewardship (oil) scheme (PSO) 
    • diesel and alternative fuels grant scheme (DFG) 
    • diesel fuel rebate scheme (DFR). 

    Superannuation accounts

    Transaction details relating to superannuation accounts including:

    • superannuation contributions surcharge (SCS) payer (funds only)
    • self-managed super funds (SMSF)

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    Screen buttons

    Refund request 

    Only available for users with appropriate access.

    Transfer request  

    Only available for users with appropriate access. 

    Payment options 

    Goes to the ‘Payment options – account selection’ screen.

    Payments

    Refer to How to pay 

    Account queries 

    Frequently asked questions 

    For more information about an account, send us a message via ‘Mail’ located on the left navigation bar.

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Relying on our information - our commitment to you

We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

Copyright

© Australian Taxation Office for the Commonwealth of Australia

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).