• Options for showing account information

    Information about the Options for showing account information screen in the Tax Agent and BAS Agent portals. This screen allows you to view account information by:

    ATO processed date

    The ATO processed date lists all transactions processed by us in the date range specified. Transactions are displayed in an itemised account format.

    To display the record of transactions processed:

    • select the required From and To dates in each of the drop-down menus
    • select Show.

    Income tax year

    This option lists all transactions relevant to a particular income tax year. An income tax year is 1 July to 30 June, unless a substituted accounting period (SAP) has been approved. The default setting is the current income tax year.

    To change the income tax year:

    • select a year from the Transactions relevant to the YYYY income tax year drop-down menu
    • select one of the following options:
      • Itemised account - to display the account transactions as a list in the itemised account format
      • Tax type summary - to display a summary of tax obligations. It shows the total of each of the tax types related to the account and interest amounts processed during the selected income year
      • Combined - this option combines the Tax type summary and Itemised account screens, allowing you to view the summary tax information with all the account transactions relevant to the selected income tax year
       
    • select Show.

    If the year selected is the current income tax year, the current year-to-date summary of transactions plus the previous completed income tax year summary will be displayed.

    For a list of the different tax types and excise obligations, refer to tax type summary.

    Screen buttons

    Select: 

    • Reset - to change information in the fields to the default settings.
    • Cancel - to return to the previous screen.  

    Account queries

    If you need 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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