• Client account list

    This screen displays all accounts that you are authorised to view for the selected client. Accounts available for viewing are listed below under Account types.

    To view details of the amounts overdue, go to the drop-down menu above the balance column, choose Overdue accounts and select the Go button. To return to the previous view (a list of all client accounts), choose the All accounts option from the drop-down menu.

    If there are five or more accounts of the same type, a summary view of like accounts (integrated client accounts, income tax and so on) will be displayed. To expand/collapse this view, select the icon to the left of the account name.

    The summary is not a representation of what the client currently owes or is owed by us – for example, it may not include all general interest charges (GIC) or transactions that are awaiting processing.

    See Limitations - client account list for further information.

    To access detailed transactions appearing on an account, select the client account number to go to the Itemised account – by Tax Office processed date screen. This link is not available for Higher education loan account or financial supplement accounts.

    If you want more transaction details for Higher education loan accounts or financial supplement accounts, Contact us.
    Account types:

    Income tax accounts

    (Tax Agent Portal only)

    Provides transaction details relating to the processing of annual income tax returns, including payments, penalties, GIC, 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)

    Provides transaction details from activity statements, as well as payments, penalties and GIC. It also provides pay as you go (PAYG) withholding details lodged electronically by large clients. The following products are included:

    • goods and services tax (GST)
    • goods and services tax instalments
    • pay as you go income tax withholding (PAYGW)
    • pay as you go income tax instalments (PAYGI)
    • fringe benefits tax (FBT) instalments
    • luxury car tax (LCT)
    • wine equalisation tax (WET)
    • fuel tax credit (FTC)
    • deferred company instalments
    • franking deficit tax and over franking tax for 2003 and future income years
    • petroleum rent resource tax (PRRT)
    • sales tax credits.
     

    Administration accounts

    Provides transaction details for administration accounts and includes:

    • 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

    (Tax Agent Portal only)

    Provides transaction details as well as payments, penalties and GIC and includes:

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

    Fringe benefits tax accounts

    (Tax Agent Portal only)

    Provides transaction details relating to FBT annual returns, including payments, penalties and GIC. For details of FBT instalments, see ‘Integrated client account’.

    Student loan accounts

    (Tax Agent Portal only)

    Provides an overall running balance relating to student loan accounts. No drill-down functionality is available for these accounts. It includes:

    • higher education loan program (HELP) accounts
    • financial supplement (FSS) accounts.
     

    Excise duty accounts

    Provides transaction details for various excise collections, including petroleum, alcohol and tobacco products.

    Fuel scheme accounts

    Provides transaction details for excise payments and includes:

    • fuel tax credit (FTC) (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

    (Tax Agent Portal only)

    Provides transaction details relating to superannuation accounts and includes:

    • superannuation contributions surcharge payer (SCSP) (funds only)
    • self-managed superannuation funds (SMFR).
     
    Screen buttons:

    Refund request

    Select the Refund request button to go to the Refund request screen. This option is only available for users with appropriate access.

    Transfer request

    (Tax Agent Portal only)

    Select the Transfer request button to go to the Transfer request screen. This option is only available for users with appropriate access.

    Payment options

    Select the Payment options button to take you to the Payment options – account selection screen.

    Payments

    Select Payment options from the left-hand menu for information about making a payment or to print a payment slip.

    Account queries

    If you would like more information about an account, send us a message via  portal Mail.

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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.

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