• Tax type summary

    Information about the Tax type summary - by income tax year screen in the Tax Agent and BAS Agent Portals.

    This screen displays a summary of:

    • each tax type related to the account
    • interest amounts processed during the selected income year.
    The summary displayed does not include payments made or penalties incurred during the income year. The summary displayed does not include payments made or penalties incurred during the income year.

    If no transactions relating to the period have been processed, the amount field will show a zero balance for that tax type.

    Tax Agent Portal only

    The year will vary for different tax types. For example, for income tax, the period is referred to as an income year and is usually from 1 July to 30 June – however, this may differ if a substituted accounting period has been adopted. For fringe benefits tax (FBT), the year is referred to as the FBT year and is from 1 April to 31 March.

    Make sure your client has met all their activity statement obligations for the income year before using the information to help prepare their tax returns.

    Note: tax liability amounts that display may not have been paid.

    Transactions

    The transactions displayed are relevant to an income tax year, for example, select 2012 for the 2011-12 income tax year. The default setting is the current income tax year.

    To change the income year:

    • select a year from the Transactions relevant to the YYYY income tax year drop down box
    • select Go.

    Net amounts for the income year selected

    For integrated client accounts, this screen displays the net summary of the client’s reported activity statement obligations for the year to date. The summary is a calculated amount based on the transactions processed in the income year. Transactions are considered relevant to an income year if either of the following applies:

    • When they relate to a specific period within the income tax year – for example, a goods and services tax (GST) liability for the period 1 April 2011 to 30 June 2011, lodged in July 2011, will appear in the 2011 income tax year list even though the due date for payment is in the 2012 year.
    • Where there is no period information, they relate to the income year in which the transaction’s effective date falls – for example, a payment made in July 2011 for an activity statement relating to the period 1 April 2011 to 30 June 2011 will appear in the 2012 year list – that is, the income year in which the transaction occurs. Payments are not applied to specific activity statements or tax obligations – they are applied to the balance of the account on the date received.

    The net amounts displayed are the sum of:

    • all activity statement obligations reported
    • all pay as you go withholding obligations reported by large withholders
    • all obligations reported for excise
    • all interest obligations processed.

    Select the hyperlinked amount to display the individual transactions that make up the net amount.

    Description of tax types and interest amounts

    The following tax types may be displayed:

    • Customs duty
    • Deferred company/fund instalments
    • Diesel fuel grants
    • Diesel fuel rebate
    • Excise
    • Excise duty
    • Fringe benefits tax instalments
    • Fuel sales grant scheme
    • Fuel tax credit
    • Goods and services tax
    • Goods and services tax instalments
     
    • Luxury car tax
    • Natural resources withholding tax (mining) natural resources tax
    • Pay as you go income tax instalments
    • Pay as you go tax withheld
    • Petroleum resource rent tax
    • Product stewardship oil
    • Tobacco leaf charge
    • Total net assessable interest income
    • Total net deductible interest expense
    • Wine equalisation tax
     

    Screen buttons

    Select: 

    More display options 

    to go to the Options for showing account information screen.

    Account list 

    to go to the Client account list screen.

    Refund request 

    to go to the Refund request screen. This option is only available for users with appropriate access.

    Transfer request (Tax Agent Portal only)

    to go to the Transfer request screen. This option is only available for users with appropriate access.

    Account queries

    If you need more information about an account, send us a message via portal Mail.

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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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