• How do I provide further information on the portal?

    This 'How do I' lesson starts on the homepage of the Tax Agent Portal after you have logged in.

     

    Step 

    Action 

    Result 

    1

    Select ‘Online forms’.

    The Online forms screen will be displayed.

    2

    This screen displays a list of available online forms.

    Select the link for ‘Private ruling application and objections’.

    The Private rulings and objections screen will be displayed.

    3

    This screen displays:

    • the steps required to prepare and submit a private ruling application or objection
    • a variety of links including the ‘Submit further information’ link.

    You will need to complete the online form in one session. There is no save facility.

    Select the link for ‘Submit further information’.

    The Further information screen will be displayed.

    4

    This screen allows you to enter a portal receipt number or our reference number for a previously lodged private ruling application or objection.

    Enter the portal receipt number if the private ruling application or objection was submitted via the portal.

    Enter the last seven digits of the reference number from any of our related correspondence if the private ruling application or objection was sent by another method.

    Select the Next button.

    The Further information – applicant details screen will be displayed.

    5

    This screen displays the contact and client details of the previously lodged private ruling application or objection matching the portal receipt number you entered.

    If you have entered the incorrect receipt number and the details displayed are not correct, select the Back button. You will be taken to the previous screen where you can re-enter the receipt number.

    Select the Next button.

    The Further information – details screen will be displayed.

    6

    This screen allows you to provide us with further information in the area provided and/or attach one or more files.

    Attachment guidelines:

    • there is a limit of six attachments per submission
    • each attachment can be no larger than 3.7MB
    • acceptable file types are .doc, .pdf, .rtf, .xls, .tif, .jpg, .zip, .bmp, .mpp, .ppt, .png, gif, .docx, .dotx, .xlsx, .xltx, .pptx, .potx and .ppsx
    • if scanning text, use black and white settings at 72 dpi
    • if scanning images use black and white settings at 200 dpi.

    Enter the details you wish to provide in the text box.

    Maximum length is 4,000 characters.

    Select a file from your computer to be attached.

    Select the Browse button.

    The ‘choose file’ window will be displayed.

    7

    Select the relevant file from your computer.

    Select the Open button.

    The selected file is displayed in the ‘File attachment’ field.

    8

    Select the Attach button.

    The selected file will appear in the ‘Attached files’ box.

    9

    Continue with this process until all your files are attached. You can attach up to six files.

    To remove a file from the list, select the checkbox beside the file name you want to remove and select the Remove files button.

    Select the Next button.

    To submit your transaction, you will need to either digitally sign your transaction.

    The ‘Transaction completed’ screen is displayed when you have submitted your transaction.

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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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© Australian Taxation Office for the Commonwealth of Australia

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