• 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 

    To go to the Options for showing account information screen.

    Account list 

    To go to the Client account list screen.

    Refund request 

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

    Transfer request (Tax Agent Portal only) 

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

    Account queries

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

Relying on our information - our commitment to you

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.

Copyright

© Australian Taxation Office for the Commonwealth of Australia

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).