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FAQ
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Tax Agent Portal home page
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Client's employer obligations
How do I?
What can I do regarding lodgment status?
How do I view the income tax lodgment status for a client?
How do I input a return not necessary (RRN)/further return not necessary (FRNN) notification?
Add or remove a client
How do I add a client?
How do I remove a client?
View and manage clients’ accounts
How do I view accounts with overdue amounts?
How do I view the estimated general interest charge (GIC)?
How do I view the total net deductible interest expense amount (incorporating general interest charge (GIC))?
How do I view payment options?
How do I request a refund?
How do I request a transfer?
How do I view pay as you go (PAYG) instalments?
View and update client details
How do I update a client’s postal address?
How do I cancel a client’s tax type?
How do I add an income tax withholding tax type?
Lodge and revise an activity statement (AS)
How do I view a document identification number (DIN) for a new activity statement?
Mail
How do I send a message?
How do I reply to a message?
Client communication list
How do I use the Client communication list?
Online forms
How do I apply for a private ruling on the portal?
How do I lodge an objection on the portal?
How do I provide further information on the portal?
File transfer
How do I use File transfer?
Submitting your transactions
How do I electronically sign my transactions?
Access Manager (AM)
How do I keep my client details private?
Portal Dashboards
How do I use the dashboards?