• Your clients – information

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

    Navigation

    You can access Your clients – information by selecting the Information 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 

    BAS Agent Portal 

    Tax Agent Portal

    Screen fields

    • Enter your client’s TFN/ABN Enter the tax file number (TFN) or Australian business number (ABN) of the client you want to view.
      Select the client view Select the client information you would like to access
      • Client accounts
      • Client correspondence
      • Client details
      • Client dealings
      • Client forms
      • Client preferences 
      • Client reports 
      • Lodgment status – income tax
      • Assessment notice – income tax
      • Activity statement
      • Payment options
      • Authorisation summary.
       
    • Search – Select Search to access the information.

    BAS Agent Portal

    Screen fields

    • Enter your client’s ABN Enter the Australian business number (ABN) of the client you want to view.
    • Select the client view Select the client view you would like to access
      • Client accounts
      • Client details
      • Client dealings
      • Client forms
      • Client preferences
      • Client reports
      • Activity statement
      • Payment options
      • Authorisation summary.
       
    • Search – Select Search to access the information.


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.

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© Australian Taxation Office for the Commonwealth of Australia

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