Help for viewing registration details for your client.
Information about the act on behalf of user screen in the Tax Agent and BAS Agent Portals.
Information about 'Update client details' in the Tax Agent and BAS Agent Portals.
Help for updating client's names and addresses.
Help for updating client's postal address details.
Help for updating client's business address.
Help for updating client's contact details.
Help for tax agents to delete a contact for one of their clients.
Provides help for adding contact details to a client's record.
Help information for registration online screens
Help for Tax Agent Portal clients to view the registration summary details.
Help for viewing the postal address details for your clients.
Help for Tax Agent Portal clients to view the business address details for their client's.
Help for viewing the contact details for your clients.
This screen provides help to view the tax agent details for your client.
This screen displays the delivery preference for each activity statement account on which you are authorised to act for the client.
This screen allows you to view the delivery preference for each activity statement you are authorised to act on for the client.
Information for using the Add client screen in the Tax Agent and BAS Agent Portals.
Information for using the Add authorisation screen in the Tax Agent and BAS Agent Portals.
Help for Tax Agent Portal client to update the postal address for a client who no longer belongs to your practice.
Information about the Authorisation - change postal address screen in the Tax Agent Portal.
Provides help for updating the postal address for a client who no longer belongs to the practice.
Information for using the Authorisation summary screen in the Tax Agent and BAS Agent Portals.
Help for updating a client's main name.
Help for adding and/or updating clients email addresses.
Provides help for cancelling excise tax types in the tax agent portal.
Provides information about how to remove a client using the Tax Agent Portal.
Information about how to cancel a client's tax type.
Information about how to restrict access to client details in the Tax Agent and BAS Agent Portals using Access Manager.
Information about adding a goods and services tax type in the Tax Agent Portal.
This document provides information about adding a tax type in the Tax Agent Portal.
Help for adding an income tax withholding tax type via the tax agent portal.
Information about updating your client's income tax withholding (ITW) role in the Tax Agent Portal.
The 'Enter client details' screen displays fields for the number (up to 10) of clients you selected on the 'Applicant details' screen.
This 'How do I' shows you how to remove a client from your practice list on the portal and the other information you should review and update before you remove a client.
Information about 'Client details' in the Tax Agent and BAS Agent Portals.
Help for viewing the registration details for your client.
Information and an overview of the Tax Agent Portal home page.