• How do I use the dashboards?

    This How do I guide gives you information about using the Tax Agent Portal Dashboard and the BAS Agent Portal Dashboard.

    The dashboards provide information about the availability and performance of the Tax and BAS Agent Portals. The dashboards advise if the portals are unavailable or experiencing issues using data sourced directly from ATO monitoring systems. They reflect issues using a traffic light system. Our monitoring systems measure the number of error messages and slow response times.

    The Tax and BAS Agent Portal Dashboards share the same platform and although they are separate, they operate in the same way. The below screen shots are taken from the Tax Agent Portal Dashboard, but are applicable to the BAS agent version too.

      TA Portal Dashboard system availability section 

    1.  Login – log in to the portal.
    2. Refreshed about x minutes ago – indicates the last time this page was refreshed. You will need to refresh your screen to have the most up to date information.
    3. Question marks – hover or click on the question mark to see an explanation of that item.
    4. Blue arrow – click to view the definition of the current status.

    A traffic light system is used to show the overall performance of the relevant portal.

    The dashboard colour will change when the number of error messages or slow responses experienced by portal users is above the defined threshold. A number of users will need to experience an error message or slow response before the dashboard will reflect the issue.

    • Operational is green and indicates the portal is working with no known performance or availability issues detected.
    • Degraded performance is yellow and indicates slow performance (ie, more than 30% of requests exceed a 5 second response time).
    • Partial outage is orange and indicates you may have limited access or it is working intermittently (ie, portal login is unavailable to more than 5% of users, and other services are unavailable to more than 15% of users).
    • Major outage is red and indicates unavailability.

    The coloured bar up the top of the screen indicates the overall status of the portal – if the functions listed below are working, it will indicate green.

    The dashboards highlight whether specific functions in the relevant portal are available or are experiencing performance issues.

    The BAS Agent Portal Dashboard will only show the functions relevant to BAS agents. 
    • Portal login services – shows if there are any issues logging in to the portal.
    • Activity statements – reveals any issues viewing activity statements.
    • Client communication list – shows whether you can search and retrieve communications we have issued for your clients.
    • On-demand reports – displays the availability of Income tax lodgment status and the Outstanding activity statement reports.
    • Pre-fill – displays the availability to view and download prefill data.
    • Client accounts – displays the availability to view client account information.
    • Mail messaging – shows the availability to request and view mail messages.

    There are three reasons why the dashboard may not immediately show the colour reflecting your current experience:

    • You may be one of the first users to receive an error message or experience a slow response time – the dashboard will change after a certain number of users experience the problem.
    • There could be a separate issue with your AUSkey or Access Manager permissions, or your internet connection.
    • The dashboard is updated every five minutes – this means it may take a couple of minutes for the colour to reflect your experience.

    If you experience access issues or slow response times for more than 5 minutes and the dashboard is green, contact us on 13 72 86 FKC 3 3. 

     TA portal Dashboard planned maintenance section 

    You will see a list of planned maintenance showing the expected timeframes for the outage.

    TA Portal Dashboard system metrics section

    1. System metrics – this section is designed to show you how the relevant portal has been performing recently. It shows the overall performance, not each individual user's experience.

    2. Day, Week, Month – filter the results by day, week or month.

    3. Tax Agent Portal / BAS Agent Portal response time –view the average time it takes for a page to load in the portal based on your filter (day, week or month).

    4. Tax Agent Portal / BAS Agent Portal availability – view the average availability of the portal based on your filter (day, week or month).

    TA Portal Dashboard feedback section 

    Use this section to provide feedback to us. We would like to hear from you if you have:

    • particular functions you would like added in future releases
    • views on how we can further tailor the dashboards to meet your needs.

    Your feedback will be collated and considered, however direct replies will not be issued.

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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