Navigating this site
To do today
Online tools and calculators
Once you have logged in to the portal, you will be taken directly to the portal home page.
This screen provides:
Back to top
There are three navigation points that will appear on every screen within the portal:
The menu bar appears at the left of your screen with the following menu items (depending on your access):
You can select a menu item from anywhere in the portal to navigate to your chosen screen.
The global navigation bar appears at the top of each screen and contains a universal set of items for the portal:
Help is context sensitive, displaying the help most relevant to the screen you are viewing.
This bar, which appears at the bottom of each screen, provides you with security and technical advice, information about privacy, and the portal's terms and conditions. We recommend that you take the time to read these documents because they govern the supply and use of this portal.
This screen alerts you to unread messages in your own inbox.
If you are authorised to access other users' mail, this screen also alerts you to:
You can keep a list of up to 10 websites you commonly use. The websites may include the portal, our other sites or external websites. You can use, add, update, sort and delete your favourite websites.
This provides the current details we have about your organisation.
You can check the status of all the enquiries you have sent to us relating to your practice.
This screen will allow you to view:
This functionality provides relevant reports on your clients’ activities with us. Each report lists all the clients and accounts/roles you are authorised to access.
Your clients functionality provides you with the ability to either list your clients or search for a specific client and obtain detailed information including:
The Your clients section on the Home page behaves identically to the Your clients screen.
Mail is an email-like function that allows you to securely send and receive messages, including attachments on an extensive range of topics.
You will be able to receive a broad range of correspondence from us, including:
If you have been authorised to access other users’ mail, you will be able to view all other inboxes in your practice, including the Practice mailbox.
This function allows you to complete and submit a range of forms while you are online.
This function provides you with access to online tools and calculators on our website.
Access manager (AM) is a system that allows registered agents to have greater control over portal access within their practice.
It ensures that each authorised person in the practice can access the portal using their own security credential and allows control over which function each user has access to.
To log in to AM, select Access manager on the left navigation menu in the portal.
Back to top
This function allows you to lodge specified files, view their status and download and print validation reports confirming successful lodgment.
This function allows you to change the tax agent number (TAN) when there are more than one TAN associated with the security credential.
This section is where the Commissioner of Taxation includes messages.
The Key updates section will list any messages about the portal that you need to know about, it is located on the right-hand side of the portal home page.
The Quick links section provides a link to information identified as regularly accessed and is located at the bottom left of the portal home page.
Back to top
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.
© 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).