Welcome to Tax Agent Portal training. 

Web-based training overviews and online demonstrations are provided in the menu below. These will assist you to understand how the portal operates and how it can benefit you and your clients.

* Indicates that the overview or online demonstration for this topic is new or updated. The date indicates when the overview or online demonstration was added or updated.

Portal functions

What can the portal do for you? *



Overview

July 2006


 
Accessing the portal *



Overview	July 2006
How do I access with a primary digital certificate ?
How do I access as a new secondary digital certificate user?
How do I access as a new portal user with an existing secondary digital certificate?
How do I access as a existing secondary digital certificate user with a re-issued certificate ( same details)?
How do I access as a existing secondary digital certificate user with a re-issued certificate ( different name/issuer)?


 
Online access manager *



Overview

July 2006


 
Communicating with the Tax Office *



Overview - communicating with the Tax Office on the portal	July 2006
Overview - using 'Mail' the basics	July 2006
How do I send a message?	July 2006
How do I reply to a message?


 
Reports *



Overview

July 2006


 
Lodging an objection and applying for a private ruling *



Overview - applying for a private ruling on the portal	July 2006
Overview - lodging an objection on the portal	July 2006
Overview - providing further information on the portal	July 2006
How do I apply for a private ruling on the portal?	July 2006
How do I an lodge an objection on the portal?	July 2006
How do I provide further information on the portal?


 
Activity statements *



Overview	July 2006
How do I lodge an activity statement?
How do I revise an activity statement?
How do I vary an instalment amount?
How do I view a document identification number (DIN) for a new activity statement?
How do I change the way I receive my client’s activity statement to ELS or paper?


 
Adding or removing a client



Overview
How do I appoint myself as a tax agent for a client?
How do I advise the Tax office that I am no longer the tax agent for a client?


 
Client accounts



Overview
How do I determine the amount of general interest charge due at a specific date?
How do I view the total net deductible interest expense amount (incorporating general interest charge)?
How do I view payment options and methods?
How do I request a refund?
How do I request a transfer?
How do I view accounts with overdue amounts?
How do I view pay as you go instalments?


 
Client details *



Overview	July 2006
How do I add an income tax withholding tax type for my client?
How do I update a client’s postal address?
How do I cancel a client’s tax type?


 
Lodgment



How do I view the income tax lodgment status for a client?
How do I request a lodgment deferral?
How do I input an return not necessary/further return not necessary notification?


 
Online forms *



Overview - all online forms	July 2006
Overview - applying for a private ruling on the portal	July 2006
Overview - lodging an objection on the portal	July 2006
Overview - providing further information on the portal	July 2006
How do I apply for a private ruling on the portal?	July 2006
How do I an lodge an objection on the portal?	July 2006
How do I request a lodgment deferral?	July 2006
How do I complete and lodge an Auditor actuary contravention report?


 
Tools and calculators



Overview
How do I install a tool?


 
Submitting your transactions



How do I electronically sign my transactions?