• Your clients – overview

    Information about the Your clients function in the Tax Agent and BAS Agent Portals.

    You can access Your clients functions by selecting either the Information or Directory option under Your clients in the left menu.

    • Select Information if you have your client’s tax file number (TFN) or Australian business number (ABN).
    • Select Directory if you:
      • don’t have your client’s TFN or ABN
      • want to view a listing of all your clients
      • want to view a customised listing of your clients.
       
    • From these screens you can select from the listed options to view the client information or portal function you want to access.
    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.
    A TFN can only be used in the Tax Agent Portal.

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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