• Your clients – directory

    Information about the Your clients – directory screen in the Tax Agent and BAS Agent Portals.

    Navigation

    You can access Your clients – directory by selecting the Directory option under Your clients on the left menu.

    Standard AUSkey users can only obtain a list of clients and access client information and portal functions they have been given permission to view through Access Manager.

    Tax Agent Portal

    On the Your clients directory – search screen, you can:

    • select the default search function, or
    • customise your search.

    Default search function

    To display a list of all the clients you are authorised to view:

    • Select Show list. The Your clients directory – listing screen will be displayed.

    You do not need to select any of the customise options.

    Customise the client view

    To customise your search:

    • select from the options displayed on the screen
    • select Show list.
    The Your clients directory – tax obligation listing screen will be displayed.

    Search preferences

    Name search

    • Enter one or more letters
      • for business names, enter the first letter/s of the main name
      • for individuals enter the first letter/s of their surname.
       
    • select Show list.
    The Your clients directory – listing screen will display with a list of clients whose name begins with this letter.

    Display options

    Do not show tax obligations  

    • If you select this option, the client will only be listed once and no tax obligation details will be displayed.

    Show tax obligations (income tax, fringe benefits tax, activity statements and excise accounts)

    • To use this option, you must choose at least one tax obligation.
    • Select any combination of tax obligations.
    • The client can be displayed more than once on the list screen with the associated tax obligations. 

    Sort Order

    The list can be sorted by:

    • Name
    • Tax file number (TFN)
    • Australian business number (ABN).

    The default is set to Name.

    After you have selected your customised options: 

    • Select Show list.
    A list of all the clients you are authorised to view that meet the selected criteria will be displayed.

    List screens

    There are two different list screens:

    • Your clients directory – listing
      • This screen is displayed when you elect not to choose any customise options or choose the Do not show tax obligations option.
      • It will display the TFN, ABN and legal/main name for each client.
      • There will only be one row for each client.
      • In some special circumstances the TFN or ABN is not displayed.
      • Your clients directory – tax obligation listing This screen is displayed when you choose the Show tax obligations customise option.
      • It will display the TFN, ABN, legal/main name and the selected tax obligations for each client, where relevant.
      • There can be multiple rows for one client depending on the number of tax obligations they have.
      • There are special circumstances when the TFN or ABN is not displayed.
       

    Client information

    • Select the relevant client.
    • Select from one of the following options to view client information:
      • Client accounts
      • Client details
      • Client dealings
      • Client forms
      • Client preferences
      • Client reports
      • Lodgment status – income tax
      • Assessment notice – income tax
      • Activity statement
      • Payment options
      • Authorisation summary.
       

    BAS Agent Portal

    On the Your clients directory – search screen, you can:

    • select the default search function, or
    • choose your search preferences.

    Default search function

    To display a list of all the clients you are authorised to view:

    • Select Show list. The Your clients directory – listing screen will be displayed.

    Search preferences

    Name search

    • Enter one or more letters
      • for business names, enter the first letter/s of the main name
      • for individuals enter the first letter/s of their surname.
       
    • select Show list.
    The Your clients directory – listing screen will display with a list of clients whose name begins with this letter.

    Sort order

    The list can be sorted by: 

    • client name
    • Australian business number (ABN)

    The default is set to Name.

    List screen

    The Your clients directory – listing screen displays the ABN and legal/main name for each client.

    Client information

    • Select the relevant client.
    • Select from one of the following options to view client information:
      • Client accounts
      • Client details
      • Client dealings
      • Client forms
      • Client preferences
      • Client reports
      • Activity statement
      • Payment options
      • Authorisation summary.
       


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).