• Client forms

    Information about the Client forms function in the Tax Agent Portal.

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    You can access Client forms using the left menu when you are within a client record.

    Employee Share Scheme (ESS) annual report

    In order to access the ESS client forms, you must ensure your client is added to your client list for the Income tax role.

    This form is used to lodge ESS Annual Reports for entities that:

    • provided an employee share scheme during the 2016 (or later) financial year, and
    • had at least one employee with a taxing event during that year.

    The form can be used to submit an ESS report for no more than 50 employees.

    Users must have the correct permissions set by their Administrator in Access Manager to view and lodge the form.

    To set the required permissions in Access Manager:

    • under My Business select Access and permissions 
    • select the user to be modified
    • select the Client tab
    • under ATO Transactions tick both the Prepare and Lodge check boxes next to Employee Share Scheme Annual Report
    • under Administration tick the View and action own mail check box.

    You can save the report to complete at a later time, but you need to resume the report within 14 days or the information will be lost.

    You must lodge the ESS annual report by 14 August after the end of the financial year being reported.

    Fairer taxation of excess concessional contributions form

    This form allows you to view and lodge the excess concessional contributions election. Concessional contributions from before-tax income, or for which a tax deduction has been claimed include:

    • compulsory employer contributions
    • salary sacrifice contributions
    • contributions for which a tax deduction has been claimed.

    Users must have the correct permissions set by their Administrator in Access Manager to view and lodge the form.

    To set the required permissions in Access Manager:

    • under My Business select Access and permissions 
    • select the user to be modified
    • select the Client tab
    • under ATO Transactions tick both the Prepare and Lodge check boxes next to Super ENCC and RENCC election form.

    Refund of excess non-concessional contributions form

    This form allows you to view and lodge the refund of excess non-concessional contributions election. Non-concessional contributions from after-tax income include:

    • personal contributions that have not been claimed as a deduction
    • spouse contributions
    • contributions which exceeded your before-tax cap.

    Users must have the correct permissions set by their Administrator in Access Manager to view and lodge the form.

    To set the required permissions in Access Manager:

    • under My Business select Access and permissions 
    • select the user to be modified
    • select the Client tab
    • under ATO Transactions tick both the Prepare and Lodge check boxes next to Super ENCC and RENCC election form.

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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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