ATO Demonstration of Tax Agents Portal - Brisbane - 10 March 2009


Professional Development Group Brisbane

 Tax Agent Portal
Presented by John Butt
Relationship Management - ATO
The Relationship Management Team – ATO, will give a demonstration of the functionality of the Tax Agent Portal.  This will include:
·         Client account information
·         Client registration information
·         Client director
·         Your dealings
·         Current year income tax lodgment status details for clients
·         Activity statement online
·        Online request forms eg Lodgment Deferrals, Auditor Actuary Contravention Report
·         Online messaging (portal mail)
·         Payment options
·         Hyperlink to the Rates and Calculator page on
 They will also be demonstrating a range of online reports including:
  • Client account running balance
  • PAYG instalments
  • YTD interest summary
  • YTD revenue product summary
  • YTD excise revenue product summary
  • Pre-filling report 


Name Sales End Price
Member   Ended $44
Non Member Ended $55