Tax type summary/Itemised account
Information about the Tax type summary and itemised account - by income tax year screen in the Tax Agent and BAS Agent Portals.
This screen combines the Tax type summary and the Itemised account screens, allowing you to view on the same screen both the summary tax information and all of the account transactions for the selected income tax
year.
Select
More display options
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To go to the Options for showing account information screen.
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Account list
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To go to the Client account list screen.
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Refund request
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To go to the Refund request screen. This option is only available for users with the appropriate access.
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Transfer request (Tax Agent Portal only)
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To go to the Transfer request screen. This option is only available for users with the appropriate access.
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Account queries
If you would like more information about an account, send us a message via portal Mail.