Support and communication

https://www.ato.gov.au/Tax-professionals/Support-and-communication/
Last modified: 30 Sep 2021
QC 43903
We have a range of support and communication services for tax professionals to
help you:

interact with us
keep up to date with the latest news, and
find the information and guidance you need.
Find out about:

Support for your practice

Phone services
News services
Systems advice and alerts
Consultations, open forums and speakers
Tax professionals' webcasts and videos
Digital education resources
Tax practitioner assistance service
See also:

Digital services

Support and helpful information for your

practice
https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Support-for-your-practice/
Last modified: 10 Oct 2022
QC 59162

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Support is available to help you and your practice manage events that may affect
your ability to manage your clients' tax obligations.

On this page

Support options
Tax crime
Digital services
Legal database

Support options
If you, your practice or your clients are feeling overwhelmed, we have a range of
support options available. We can support you to manage your clients' and your
own tax obligations during difficult times when you may need more help.

Tax practitioner assistance

For registered tax professionals who have not been able to resolve an issue
through existing channels, such as via our website or on the phone. Our tax
practitioner assistance is available to help resolve certain matters.

Lodgment
We have a range of support options available to help with your clients' lodgment
obligations. If you are experiencing difficulties meeting your lodgment program for
reasons beyond your control.

Natural disasters support

If you or your clients are affected by a major incident or natural disaster event that
causes disruption to life or business, we'll work with you to help sort out you or your
clients' tax affairs.

Debt
If your client can't pay by the due date, we can offer support measures and help
with paying to help you stay on track.

Data and cyber security

If you or your practice have been impacted or you think you may have been
impacted by a data breach or cyber security incident, the following provide what
support is available and what steps you can take:

Security advice for tax professionals

Top cyber security tips for businesses
Data breach guidance for tax professionals
Tax or BAS agent passes away
What needs to happen when there is a death of either a tax or BAS agent.

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When a registered tax or BAS agent dies, their registration with the Tax Practitioner
Board (TPB) must be terminated.

For further information and details see the following links:

Death of a tax agent | TPB

Death of a BAS agent | TPB

Tax crime
To report any known or suspected illegal behaviour you can either:

complete the tip-off form (the form is also available in the contact us section of
the ATO app)
phone us on the ATO Tip-off hotline on 1800 060 062.

Digital services
System information

Planned maintenance
You can stay updated about upcoming maintenance by adding a bookmark or
favourite to our system maintenance page.

We will also keep you informed via our weekly Tax professionals newsletter.

System issues
Our systems advice and alerts page provides information and links to:

our operational dashboards – near real-time information on the current

availability and performance of our systems
technical support – known issues and troubleshooting when accessing and
using our digital services.
Online services for agents
We have a range of videos in our Digital education resources that are designed to
help you optimise your use of Online services for agents, saving you time and
allowing you to better support your clients.

Legal database
We offer a range of ATO advice and guidance products to help you understand how
the law applies to you. This includes public and private advice and guidance.

Phone services
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 https://www.ato.gov.au/Tax-professionals/Support-and-communication/Phone-
services/
Last modified: 29 Sep 2020
QC 47110
We have several phone services that you can use as a tax professional. If you are a
registered tax or BAS agent, you can use the Registered agent phone line. If not,
you can use the phone services available for general taxpayers.

Working with us online is fast and secure. If transactions and information are
available online, you should use those services first. If you phone us about
something that can be resolved online, our customer service representatives will
direct you to that service.

Use our Tax agent or BAS agent online services guides to get the most out of our
online services.

Further information

Registered agent phone line

BAS agent phone services (Fast Key Code) guide
Tax agent phone services (Fast Key Code) guide
Note: Fast Key Codes will change from time-to-time, so we recommend you
bookmark our Fast Key Code guides for quick, online reference.

Registered agent phone line

https://www.ato.gov.au/Tax-professionals/Support-and-communication/Phone-
services/Registered-agent-phone-line/
Last modified: 26 Aug 2020
QC 47106
The phone services guides provide Fast Key Codes for your enquiry. If you phone
about something that can be resolved online, our customer service representatives
will direct you to that service.

If there is no online option for your query, registered tax and BAS agents can use
the Registered agent phone line.

You can phone our Registered agent phone line on 13 72 86 Monday to Friday,
excluding public holidays.

At different times we operate an extended-hours service. To find out if an extended

service is currently available, refer to the information on our phone us page.

If you are a tax professional, but not a registered tax or BAS agent, you can phone

4 of 35
us using the options available to all taxpayers.

Find out more:

Tax agent phone services (Fast Key Code) guide

BAS agent phone services (Fast Key Code) guide

BAS agent phone services (Fast Key Code)

guide
https://www.ato.gov.au/Tax-professionals/Support-and-communication/Phone-
services/BAS-agent-phone-services-(Fast-Key-Code)-guide/
Last modified: 01 Mar 2022
QC 47115
You can use this BAS agent phone services (Fast Key Code) guide to find the right
phone number for the topic you need to phone us about. The Fast Key Codes allow
you to key ahead to the option of your choice without listening to the entire menu.

We recommend you bookmark this page as we regularly update the information it

contains.

On this page

Before phoning us, check online

JobMaker Hiring Credit
Account information
Activity statements
Debt and payment
Lodgment
Practice administration
Registration
Letters – alternative phone service
General phone services
Tax practitioner assistance service
Print this guide

Before phoning us, check online

If transactions and information are available online, you need to use those channels
first before phoning us. Use our BAS agent online services guide to get the most out
of our online services.

If you phone about something that can be resolved online, our customer service
representatives will direct you to that service.

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Before phoning us, check you have your:

registered agent number (RAN)

proof of identity (POI).
You can phone us on 13 72 86 between 8.00am and 6.00pm, Monday to Friday,
excluding public holidays. At different times we operate an extended-hours service.
To find out if an extended service is currently available, refer to our phone us page.

JobMaker Hiring Credit

Table 1: Fast Key Code for JobMaker Hiring

Credit enquiries

13 72 86
Topic
Fast Key Code

JobMaker Hiring Credit 113

See also

JobMaker Hiring Credit

Account information

Table 2: Fast Key Codes for account information

13 72 86
Online
Fast
Topic services for
Key
agents
Code

Activity statements No 1251

Help with the failure to lodge penalty Yes 1222

Help with general interest charge No 1222

Withholding variations, section 15–15, vary an No 123

individual pay as you go (PAYG) rate of withholding

See also

Online services for agents

Activity statements

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Table 3: Fast Key Codes for activity statements

13 72 86
Online services
Topic Fast Key
for agents
Code

Help completing activity statements No 141

GST No 23

PAYG instalments No 211

PAYG withholding No 211

Request new document identification number Yes 141

Respond to our request to contact activity No 142

statement exceptions

See also

Business activity statements

Prepare and lodge
Online services for agents

Debt and payment

Table 4: Fast Key Codes for debt and payment

13 72 86
Online services for
Topic Fast Key
agents
Code

GIC remission request Yes 122

Payment arrangements – Help with Yes 122

paying

Respond to demands or notices No 122

about tax

Lodgment

Table 5: Fast Key Codes for lodgment

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 Topic 13 72 86
Fast Key Code

Lodgment and Single Touch Payroll 1311

Lodgment program information and help 132

Respond to lodgment notices from us 133

See also

Prepare and lodge

Practice administration

Table 6: Fast Key Codes for practice administration

13 72 86
Online
Fast
Topic services
Key
for agents
Code

Access Manager system assistance No 33

Help with all practitioner lodgment service (PLS) No 312

transactions and Standard Business Reporting (SBR)
enabled software

Help with myGovID or Relationship Authorisation No 351

Manager

Help with Online services for agents, including No 33

access, technical difficulties, functions and navigation

Help with PLS and Online services for agents No 352

technical issues, connections, firewalls and virtual
private network (VPN)

Enquiries about the Small Business Superannuation Yes 45

Clearing House (SBSCH)

Feedback and complaints about business tax Yes 3212

Feedback and complaints about income tax Yes 3211

Feedback and complaints about superannuation Yes 3213

Feedback and complaints about other matters Yes 3214

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 General administrative issues No 322

Report phoenix, tax evasion or shadow economy No 34

activity

See also

Your practice
Online services for agents – What we do with your feedback

Registration
If your query relates to your BAS agent registration, visit the Tax Practitioners Board
website.

Table 7: Fast Key Codes for registration

13 72 86
Online services
Topic Fast Key
for agents
Code

Cancel fuel tax credits Yes 114

Register for luxury car tax (LCT) and wine Yes 113
equalisation tax (WET)

See also

Online services for agents

Letters – alternative phone service

When we send letters to your clients, the phone numbers we quote are those we
provide for the general community.

To ensure your status as a BAS agent is recognised by our phone system, you can
use the list below to respond to letters from us that quote other phone numbers.

Table 8: Fast Key Codes for letters – alternative phone service

If a letter from us asks your client to Phone 13 72 86 and select Fast Key
phone Code

13 11 42 (debt issues) 122

13 11 42 (lodgment issues) 133

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 13 28 66 1251

13 28 61 1252

1300 130 926 142

1300 657 162 115

General phone services

We provide as many options as possible through the Registered agent phone line.
We also have a range of other phone numbers for other topics.

Table 9: General phone services

Phone
Topic
number

EFT direct debit – direct refund help line 1800 802 308
Direct debit payments

myGovID – enquiries and support 1300 287 539

option 2

Disaster events assistance for registered agents 1800 700 724

Payment methods: 1800 815 886

How to pay
phone the payment hotline

Publications can be printed or ordered: 1300 720 092

online
by phone (have the full title or NAT number ready)

Report phoenix, tax evasion or shadow economy activity: 1800 060 062
online
by phone

Relationship Authorisation Manager – enquiries and support 1300 287 539

option 3

Standard Business Reporting (SBR) enabled practice 1300 852 232

management software – Notify us of a hosted SBR software

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 service

Tax practitioner assistance service

Our tax practitioner assistance service is available to help resolve certain matters
you have been unable to resolve through existing channels. The service is not
designed to be the first contact you make with us on the issue you wish to resolve.

Print this guide

Click on the print icon or the PDF icon at the top right of your screen.

Tax agent phone services (Fast Key Code)

guide
https://www.ato.gov.au/Tax-professionals/Support-and-communication/Phone-
services/Tax-agent-phone-services-(Fast-Key-Code)-guide/
Last modified: 14 Sep 2022
QC 47114
A tax agent phone services (Fast Key Code) guide for the right phone number for
the topic you need to phone us about.

On this page

Using this guide

Before phoning us, check online
Account information Fast Key Code
Activity statements Fast Key Codes
Debt and payment Fast Key Codes
JobMaker Hiring Credit Fast Key Code
Lodgment Fast Key Codes
Practice administration Fast Key Codes
Registration Fast Key Codes
Superannuation Fast Key Codes
Tax law and advice Fast Key Codes
Letters – alternative phone service Fast Key Codes
General phone services

Using this guide

You can use this tax agent phone services (Fast Key Code) guide to find the right
phone number for the topic you need to phone us about. Fast Key Codes allow you
to key ahead to the option of your choice without listening to the entire menu.

11 of 35
We recommend you bookmark this page as we regularly update this information.

If you are unable to resolve a tax or superannuation law-related enquiry, or a

complex administrative matter relating to your client through existing channels, you
may be eligible to use our Tax practitioner assistance service.

You can create a PDF or print this guide using the buttons at the top-right of your
screen.

Before phoning us, check online

Where transactions and information are available online, you need to use those
channels first before you phone us. Use our Tax agent online services guide to get
the most out of our online services.

If you are phoning about something that can be resolved via an online channel, our
customer service representatives will direct you to that channel.

Where an online option is available, we have included links in the tables in this
guide.

Before phoning us, check you have your:

registered agent number (RAN)

proof of identity (POI).
You can phone us on 13 72 86 between 8:00 am and 6:00 pm, Monday to Friday,
excluding public holidays. At different times we operate an extended-hours service.
To find out if an extended service is currently available, refer to our Contact us
page.

Account information Fast Key Code

Fast Key Codes for account information

13 72 86
Online
Fast
Topic services for
Key
agents
Code

Assistance with general interest charge (GIC) No 1222

Assistance with the failure to lodge (FTL) on time No 1222

penalty

Bank details – update for income tax Yes 1252

Higher education loan program (HELP) – Study and Yes 121

training support loans

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 Name changes – individuals No 1252

Notice of assessment – non-individual No 1251

Refund or credit transfer – individuals Yes 1252

Refund or credit transfer – non-individuals Yes 1251

Withholding variations, section 15–15, vary an No 123

individual pay as you go (PAYG) rate of withholding

We also have information about online services for agents.

Activity statements Fast Key Codes

Fast Key Codes for activity statements

13 72 86
Topic Fast Key
Code

Assistance with completing 141

Request new document identification number 141

Respond to our request to contact activity statement 142

exceptions

We also have information about business activity statements and how to prepare
and lodge.

Debt and payment Fast Key Codes

Fast Key Codes for debt and payment

13 72 86
Online services for
Topic Fast Key
agents
Code

GIC remission request Yes 122

Payment arrangements – Help with Yes 122

paying

Respond to demands or notices No 122

about tax

13 of 35
We also have information about online services for agents.

JobMaker Hiring Credit Fast Key Code

Fast Key Code for JobMaker Hiring Credit

enquiries

13 72 86
Topic
Fast Key Code

JobMaker Hiring Credit 113

Lodgment Fast Key Codes

Fast Key Codes for lodgment

13 72 86
Fast
Topic
Key
Code

Lodgment of activity statements, Single Touch Payroll, business 1311

income tax returns, super and fringe benefits tax

Lodgment of personal income tax returns 1312

Tax agent lodgment program information and assistance 132

Respond to lodgment notices from us 133

We also have information about how to prepare and lodge and apply for private
rulings.

Practice administration Fast Key Codes

Fast Key Codes for practice administration

13 72 86
Online
Fast
Topic services
Key
for agents
Code

Access Manager system assistance No 33

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 Assistance with all practitioner lodgment service (PLS) No 312
transactions and Standard Business Reporting (SBR)-
enabled software

Assistance with myGovID or Relationship Authorisation No 351

Manager (RAM)

Assistance with Online services for agents, including No 33

access, technical difficulties, functions and navigation

Assistance with PLS and Online services for agents No 352

technical issues, connections, firewalls and virtual
private network (VPN)

Feedback and complaints about business tax Yes 3212

Feedback and complaints about income tax Yes 3211

Feedback and complaints about superannuation Yes 3213

Feedback and complaints about other matters Yes 3214

General administrative issues No 322

Disaster events assistance – see General phone n/a n/a

services

Report phoenix, tax evasion or shadow economy No 34

activity

We also have information about your practice, online services for agents, and
technical support and troubleshooting.

Registration Fast Key Codes

If your query relates to your tax agent registration, visit the Tax Practitioners Board
website.

Fast Key Codes for registration

13 72 86
Online
Fast
Topic services for
Key
agents
Code

Cancel fuel tax credits Yes 114

Cancel TFN No 113

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 Duplicated TFN or ABN No 111

Grouping and branching, joint venture registrations, No 112

consolidations and government-controlled
registrations

New or changes to registration details or other No 113

general registration enquiries

Register for luxury car tax (LCT) and wine Yes 113
equalisation tax (WET)

Update client legal name – individual or sole trader No 1252

Superannuation Fast Key Codes

Fast Key Codes for superannuation

13 72 86
Online services for
Topic Fast Key
agents
Code

Downsizing contributions into No 44

superannuation

Early access on compassionate grounds No 44

Feedback and complaints about Yes 3213

superannuation

First home super saver scheme No 44

Self-managed super funds (SMSF) No 43

Small Business Superannuation Clearing Yes 45

House (SBSCH)

Superannuation contributions surcharge No 412

Super enquiries – other (not No 46

superannuation accounts)

Super guarantee – including calculators No 42

We also have information about super.

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Tax law and advice Fast Key Codes
Our website has significant online resources to help you with your query. Links
relevant to each topic are available in Table 7 below.

Unless indicated in another topic, the listed Fast Key Codes should only be used for
enquiries about the correct interpretation of tax and superannuation law.

Some of the topics listed are complex and depending on the specifics of your
question. We may not be able to provide you with an answer immediately.

Fast Key Codes for tax law and advice

13 72 86
Topic Fast Key
Code

Capital gains tax – business clients 2121

Capital gains tax – personal clients 2122

Consolidation 213

Crypto assets 212

Employee share schemes 2121

Excise on alcohol and fuel schemes (excluding fuel tax credits) 115

Foreign resident capital gains withholding clearance certificates 2123

Fringe benefits tax (FBT) 241

Fuel tax credits 114

GST 23

Higher education loan program (HELP) – Study and training 121

support loans

Imputation 213

Income tax return – business clients 213

Income tax – personal clients 214

International tax for business 213

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 Losses 213

New legislation – business 25

New legislation – personal 214

Non-commercial losses 213

Non-profit organisations 242

PAYG instalments 211

PAYG withholding 211

Private company benefits – Division 7A dividends 213

Research and development tax concession 213

Small business entity concessions 213

Wine equalisation tax 113

Letters – alternative phone service Fast Key Codes

When we send letters to your clients, the phone numbers we quote are those we
provide for the general community.

To ensure your status as a tax agent is recognised by our phone system, you can
use the list below to respond to letters from us that quote other phone numbers.

Fast Key Codes for letters – alternative phone service

Phone 13 72 86 and
If a letter from us asks your client to phone:
select Fast Key Code

13 10 20 46

13 11 42 (debt issues) 122

13 11 42 (lodgment issues) 133

13 28 66 1251

13 28 61 1252

1300 130 926 142

1300 657 162 115

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 1300 768 912 3

General phone services

We provide as many options as possible through the registered agent phone line.
We also have a range of phone numbers for other topics.

General phone services

Phone
Topic
number

Direct debit request – direct refund help line 1800 802 308
Direct debit payments and income tax electronic refund advice

myGovID – enquiries and support 1300 287 539

option 2

Disaster events – assistance for registered agents 1800 700 724

Payment methods: 1800 815 886

refer to How to pay
phone the payment hotline.

Publications can be printed or ordered: 1300 720 092

online
by phone (have the full title or NAT number ready).

Relationship Authorisation Manager – enquiries and support 1300 287 539

option 3

Report phoenix, tax evasion or shadow economy activity: 1800 060 062
online
by phone

Standard Business Reporting (SBR) cloud-based enabled 1300 852 232

practice management software – Notify us of a hosted SBR
software service

19 of 35
News services
https://www.ato.gov.au/Tax-professionals/Support-and-communication/News-
services/
Last modified: 18 Oct 2022
QC 43917
We offer a variety of ways that tax professionals can keep up to date with the latest
news and information that may affect them and their clients.

On this page

Tax professionals newsroom

Weekly newsletters
System advice and alerts
Webcasts and videos
Website and legal updates
ATO Community
Social media
Media centre
Provide your feedback
Related pages

Consulting with tax professionals

Open Forums
Practical tips
Privacy policy

Tax professionals newsroom

The Tax professionals newsroom helps you keep up to date with the latest news for
tax professionals. Our articles are refreshed regularly with current information you
need to know. Recent articles are held in the news archive for 4 months.

Save the newsroom as a 'bookmark' or 'favourite' to enable quick, easy access for
regular visits.

Back to the list

Weekly newsletters
Tax professionals newsletter
The Tax professionals newsletter is a free, weekly email newsletter that provides
links to the week's top articles in the Tax professionals newsroom, as well as other
important information updates.

Once you have subscribed, you will receive a confirmation message.

20 of 35
We recommend you add [email protected] to your 'safe' or 'preferred sender' list
in your email settings to ensure you receive your newsletter.

If you don't receive a newsletter within a fortnight, check your spam folder.

Tax professionals newsletter – BAS agent edition

The Tax professionals newsletter – BAS agent edition is a separate, condensed
newsletter for BAS agents with information tailored to what you need to know.

Once you have subscribed, you will receive a confirmation message.

We recommend you add [email protected] to your 'safe' or 'preferred sender' list

in your email settings to ensure you receive your newsletter.

If you don't receive a newsletter within a fortnight, check your spam folder

Back to the list

System advice and alerts

Our System advice and alerts page links to operational dashboard information on
the current availability and performance of our systems, including Online services
for agents and the Practitioner lodgment service.

We provide advice in our weekly newsletter detailing upcoming maintenance, so be

sure to subscribe to the Tax professionals newsletter.

Also subscribe to the Tax professionals system advice and alert emails. If we need
to perform maintenance outside a scheduled window at short notice, or there is a
significant unplanned system issue, we'll send you an alert.

Back to the list

Webcasts and videos

Tax professionals webcasts
Tax professionals webcasts is our series of webcasts for the tax profession. They
are held throughout the year and feature panellists from:

professional associations
tax agents
BAS agents
digital service providers (software developers)
senior ATO staff.
Videos
We regularly produce videos on a variety of tax-related topics.

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To view a complete list of our videos, visit ATOtv or YouTube .

You can also view video recordings of our Tax professionals webcasts.

Back to the list

Website and legal updates

You can receive daily, weekly or monthly email updates about new and revised
information of interest to you on our website or Legal database.

Find out how to Subscribe to email updates.

Legal practitioners updates

We periodically provide information to state and territory law societies and bar
associations for dissemination to their respective members through their normal
channels.

interpretation NOW! (iNOW!)

Keep up to date with what courts are saying on statutory interpretation by accessing
interpretation NOW! under the ATO Law Aids category on our Legal database.

It provides:

bite-size commentary on recent statutory interpretation cases and important

principles
simple and practical 'iTips'.
Back to the list

ATO Community
The ATO Community online forum includes a tax professional category where you
can engage with us and each other.

Back to the list

Social media
We are on Twitter, Facebook and LinkedIn, sharing the latest information on tax and
industry changes, initiatives, products and services.

You can find us at:

Facebook ATO
LinkedIn ATO
Twitter ATO
Back to the list

22 of 35
Media centre
Keep up to date with the latest articles, speeches and media releases from us by
visiting our Media centre.

Back to the list

Provide your feedback

Tax professionals are invited to email your feedback about our news services.

Systems advice and alerts

https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Systems-advice-and-alerts/
Last modified: 28 Sep 2021
QC 44288
We undertake regular maintenance of our systems to ensure they provide the
services you need. Where possible, we do this outside normal business hours in
scheduled system maintenance.

Our operational dashboard provide near real-time information on the current

availability and performance of our systems:

Online services for agents (OSfA) dashboard

Practitioner lodgment service (PLS) dashboard
Australian Business Register (ABR) dashboard
Online services for business (OSB) dashboard

Notification of system maintenance

We'll notify agents of other maintenance outside of the scheduled weekly
maintenance in the Tax professionals newsletter.

If we need to perform maintenance outside a scheduled window at short notice, we'll

send a Tax professionals system advice email to agents who subscribe to receive
our Tax professionals alerts.

Notification of unplanned system incidents

Check our operational dashboards if you are experiencing an issue using our
systems. The dashboards will provide current information in the event of a system
incident.

We will send an email to agents who subscribe to receive our Tax professionals

23 of 35
alerts in a major unplanned system incident that is causing ongoing significant
impact to the tax profession.

We don't send alerts for:

known issues – we list these on the Notifications section of OSfA

planned system maintenance or known technical issues – we list these on our
System maintenance and Technical support pages, and communicate them by
other channels, like our Tax professionals newsletter.
Subscribe to receive system advice and alert emails
You and your practice staff can subscribe to our Tax professionals system advice
email alert service. You can subscribe multiple email addresses.

See also:

Privacy details

Email subscription
You can subscribe to receive Tax professionals system advice and alert emails.
Once you have subscribed, you will receive a confirmation message.

We recommend you add [email protected] to your 'safe' or 'preferred sender' list

in your email settings to ensure you receive the system advice and alert emails.

Next step:

Subscribe to Tax professionals systems advice and alert – email

See also:

What information is collected and stored

Changing your details

Privacy details
We will only use your email address for the purpose for which you have given it, or
any other purpose permitted under the Privacy Act 1988.

Your email address, name and location will be used for the sole purpose of the
providing you with the Tax professionals system advice and alert emails. These
emails will be tailored to notify you of events in your region. No other personal
information will be provided to, collected or stored by our Australian online
marketing platform service provider, Swift Digital.

Our privacy policy contains important information as to how you may:

access your personal information held by us

seek correction of that information
complain about a breach of the Australian Privacy Principles, and how we will

24 of 35
 deal with such a complaint.
What information is collected and stored
Only the email address, name and location you use to subscribe to the Tax
professionals system advice and alert emails is provided to Swift Digital.

You will not be asked to provide any further details when you subscribe to the Tax
professionals system advice and alert emails. Nor will any other personal
information be collected or stored by Swift Digital.

Swift Digital is an Australian company that stores all data in Australia.

Swift Digital maintains your data in compliance with Australia's Spam Act 2003 and
Australian Privacy Provisions.

Go to the Swift Digital website for more information on:

Security and data privacy for Australian businesses

Platform spam and privacy policy

Consultation, open forums and speakers

https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Consultation,-open-forums-and-speakers/
Last modified: 26 Aug 2020
QC 47107
We are committed to consulting and collaborating with you in the design of products
and services that affect your practice via our consultations and working groups. As
part of our engagement strategy with registered tax and BAS agents we provide
opportunities for open discussions through our open forums and speakers.

Find out about:

Consulting with tax professionals

Open forums
Speakers

Consulting with tax professionals

25 of 35
 https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Consultation,-open-forums-and-speakers/Consulting-with-tax-
professionals/
Last modified: 26 Aug 2020
QC 43924
We commit to consulting with and listening to tax professionals through working
groups and consultation activities. You can get involved in open consultation, join a
consultation group, or raise a matter for consultation.

We have the following types of consultation:

Key stewardship groups and stakeholder relationship groups

For tax professionals
National Tax Liaison Group (NTLG)
Tax Practitioner Stewardship Group (TPSG)

For BAS agents

BAS Agent Association Group (BASAAG)

Special purpose working groups that consult on a specific matter until

consultation is complete
Online surveys and discussions.
See also:

Consultation – all our consultation activities, including matters currently under

consultation
Getting involved in consultation – to raise a matter for consultation, participate
in current consultations, or join a consultation group

Open Forums
https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Consultation,-open-forums-and-speakers/Open-Forums/
Last modified: 11 Nov 2022
QC 44763
Register for a tax professionals ATO Open Forum to understand upcoming
changes, ask questions and discuss issues.

On this page

What Open Forums offer

Current Open Forums

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 How to join in

What Open Forums offer

With guest speakers from the ATO and the Tax Practitioners Board, our Open
Forums are interactive WebEx webinars. You and your staff will have an opportunity
to:

hear about the latest updates and upcoming changes to tax and super
raise questions and join in discussions about matters of importance.
Your attendance may contribute towards your continuing professional education
(CPE) with the Tax Practitioners Board.

Current Open Forums

Our 2022 Open Forums program is now complete, and we would like to thank you
for your ongoing support and engagement this year.

Our 2023 program will kick off early next year, so keep an eye out on our website
and register for the 2023 sessions as they become available.

How to join in
1. Check the sessions and times available on our WebEx events list page . Unless
stated otherwise, times are Australian Eastern Daylight-savings Time (AEDT)
from October to March and Australian Eastern Standard time (AEST) from April
to September.
2. Register for events that interest you (numbers are limited for each forum).
3. We will send you a confirmation email with the details you need.
4. If you cannot make the forum or you need to contact us about your registration,
you can email us.
5. If you are logging into WebEx for the first time, you can install and run the
program before your session by going to our WebEx page .
6. If you can't make a session, check back regularly as we will run multiple
sessions for each topic. The schedule will be updated with more dates and
discussion topics in coming months.

Register for an Open Forum

ATO speakers

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 https://www.ato.gov.au/Tax-professionals/Support-and-
communication/Consultation,-open-forums-and-speakers/Speakers/
Last modified: 16 Sep 2020
QC 53356
ATO subject-matter experts can be requested for a range of events and speaking
engagements.

We will work closely with event convenors to source the right speaker, to meet
audience needs and expectations.

How to request an ATO speaker

If you would like an ATO subject-matter expert to present at your event, send an
email to ATO Speaking Engagements outlining the topic, date, location and format.

See also:

Support and communication for tax professionals

Tax professionals webcasts

https://www.ato.gov.au/Tax-professionals/Support-and-communication/Tax-
professionals-conversations-webcasts/
Last modified: 20 Jul 2022
QC 17463
Tax professionals webcasts are free, one-hour livestreams for the tax profession.

Participating in our webcasts or watching a recording may contribute towards your

continuing professional education (CPE). For more information, contact your
professional association, or visit the Tax Practitioners Board website.

Covering key topics relevant to you, your practice and your clients, the livestreams
feature a panel of experts including:

members of professional associations and industry coaches and mentors

registered tax and BAS agents
digital service providers (software developers)
senior ATO staff.
Watch recordings of previous webcasts:

30 June 2022 – Tax professionals webcast – Tax Time 2022

17 March 2022 – Tax professionals webcast – Helping you manage risk

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Digital education resources
https://www.ato.gov.au/Tax-professionals/Support-and-communication/Digital-
education-resources/
Last modified: 27 Oct 2022
QC 65934
These instructional videos complement our Online services for agents user guide to
help you use key functions.

On this page

Reports, statements and balances

Create a payment plan
Lodge and track returns
GST registration
Revise an activity statement
Client updates
View, allocate and send practice mail
Feedback

Reports, statements and balances

Videos:

Request and view the Income tax lodgment status report

Request and view the Outstanding activity statements report
View and print Single Touch Payroll income statements
View and print an account balance
Request and view the Income tax lodgment status report
This video guides you through the steps to request and view the Income tax
lodgment status report in Online services for agents.

Media: Request and view the Income tax lodgment status report
http://tv.ato.gov.au/ato-tv/media?v=bi9or7od1e81th (Duration: 2:04)

Read detailed instructions in the Income tax lodgment status report section of our
Online services for agents user guide.

Request and view the Outstanding activity statements report

This video shows you how to request and view the Outstanding activity statements
report in Online services for agents.

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Media: Request and view the Outstanding activity statement report
http://tv.ato.gov.au/ato-tv/media?v=bi9or7odudmdgx (Duration: 1:45)

Read detailed instructions in the Outstanding activity statement report section of our
Online services for agents user guide.

View and print Single Touch Payroll income statements

This video explains how to view and print your clients Single Touch Payroll income
statements in Online services for agents.

Media: View and print Single Touch Payroll income statements

http://tv.ato.gov.au/ato-tv/media?v=bi9or7odu761f9 (Duration: 1:58)

Read detailed instructions in the Client reports section of our Online services for
agents user guide.

View and print an account balance

This video explains how to view and print an account balance in Online services for
agents.

Media: View and print account balances in Online services for agents
http://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4br9 (Duration: 1:19)

Read detailed instructions in the Accounts summary section of our Online services
for agents user guide.

Create a payment plan

This video outlines the steps to create a payment plan for your clients in Online
services for agents.

Media: Creating a payment plan in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubq8 (Duration: 3:21)

Read detailed instructions in the Make a payment plan section of our Online
services for agents user guide.

Lodge and track returns

Videos:

Submit non-lodgment advice

Progress of return

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Submit non-lodgment advice
This video explains how to submit non-lodgment advice in Online services for
agents.

Media: Submit a non-lodgment advice in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4ncz (Duration: 1:12)

Read detailed instructions in the Non-lodgment advice section of our Online

services for agents user guide.

Progress of return
This video shows how to check the progress of your clients' tax returns in Online
services for agents.

Media: Checking the progress of a return in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubjw (Duration: 2:03)

Read detailed instructions in the View returns lodged section of our Online services
for agents user guide.

GST registration
Videos:

Adding a GST registration

Cancelling a GST registration
Adding a GST registration
This video guides you through the steps to register your clients for GST in Online
services for agents.

Media: How to add a GST registration in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbt9hh (Duration: 2:20)

Read detailed instructions in the Tax registrations – Add section of our Online
services for agents user guide.

Cancelling a GST registration

This video explains how to cancel an existing GST registration in Online services
for agents.

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Media: How to cancel a GST registration in Online services for agents
http://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubgc (Duration: 1:49)

Read detailed instructions in the Tax registrations – Cancel section of our Online
services for agents user guide.

Revise an activity statement

This video explains how to revise an activity statement in Online services for
agents.

Media: Revise an activity statement in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4bih (Duration: 1:30)

Read detailed instructions in the Revise an activity statement section of our Online
services for agents user guide.

Client updates
Videos:

Add a client
Update financial institution details
Update communication preferences
Remove a client
Add a client
This video shows you how to add a client in Online services for agents.

Media: How to add a client in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xqr8 (Duration: 2:20)

Read detailed instructions in the Add client section of our Online services for
agents user guide.

Update financial institution details

This video explains how to update financial institution details in Online services for
agents.

Media: Update financial institution details in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdjn4br9 (Duration: 1:19)

Read detailed instructions in the Financial institution details section of our Online
services for agents user guide.

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Update communication preferences
This video explains how to update communication preferences in Online services
for agents.

Media: How to update communication preferences in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xqfo (Duration: 3:22)

Read detailed instructions in the Preferences section of our Online services for
agents user guide.

Remove a client
This video shows how to remove a client in Online services for agents.

Media: How to remove a client in Online services for agents

http://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xq8c (Duration: 1:39)

Read detailed instructions in the Remove client section of our Online services for
agents user guide.

View, allocate and send practice mail

This video explains how to view, allocate and send practice mail in Online services
for agents.

Media: View, allocate and send practice mail in Online services for agents
http://tv.ato.gov.au/ato-tv/media?v=nixx79jdc1xqgx (Duration: 2:19)

Read detailed instructions in the Practice mail section of our Online services for
agents user guide.

Feedback
Tax professionals are invited to email your feedback about our digital education
resources.

Tax practitioner assistance

https://www.ato.gov.au/Tax-professionals/Support-and-communication/Tax-
practitioner-assistance-service/
Last modified: 19 Sep 2022

33 of 35
 QC 43922
How to use Tax practitioner assistance when you have been unable to resolve
matters through other channels.

On this page

About Tax practitioner assistance

Eligibility
What you can use TPA for
How to request assistance

About Tax practitioner assistance

Use Tax practitioner assistance to resolve matters you have been unable to resolve
through other channels. It is not designed to be the first contact you make with us
on the matter.

All steps and criteria in the request must be completed to ensure it is accepted.

Eligibility
Tax practitioner assistance (TPA) is available to all registered tax professionals who
both:

represent clients in a tax professional capacity

have the authority to act as the client’s authorised representative.
You should seek to resolve the relevant matter through one or more of these
support channels before using this service:

Online services for agents

Phone or other ATO email mailbox service found on our website.

What you can use TPA for

You can use this service for help with:

tax and superannuation law-related matters that relate specifically to your

client (excludes law interpretation, advice and guidance and Rulings)
administrative matters relating to your client or to a practice management
matter.
What you cannot use TPA for
This service is not for tax professionals experiencing difficulties meeting lodgment
obligations. We have dedicated programs available for help with lodgment.

If you need help with a client's debts or payment plans you can manage these
through Online services for agents.

TPA should not be used to lodge complaints. If you wish to lodge a complaint, refer

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to Complaints.

How to request assistance

All 'How to request assistance' steps and all other criteria within the TPA request
must be completed to ensure your request is accepted.

You can apply for tax practitioner assistance by submitting your request through
Practice mail in Online services for agents:

Step 1: Complete all mandatory fields and save the Tax practitioner assistance form
(PDF, 217KB)

We will reject your request if you have not included all required information.
To download this form to your computer, right click and select Save target
as or Save link as.
Always use the Save form button in the form to save the request.
Step 2: Select the Practice mail topic: General questions, problems, and help

Step 3: Select the subject Submit Tax Practitioner Assistance Request Form

Step 4: Attach your request form to the Practice mail message

What happens next

You will receive a receipt ID as acknowledgement of your request.

We may need to contact you if we need further information.
We aim to resolve your request as soon as possible. However, some requests may
take up to 28 calendar days or longer once all necessary information has been
received.

Our commitment to you

We are committed to providing you with accurate, consistent and clear information to help you understand
your rights and entitlements and meet your obligations.
If you follow our information 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 information 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 information does not fully cover your circumstances, or you are unsure how it applies to
you, contact us or seek professional advice.

Copyright notice
© Australian Taxation Office for the Commonwealth of Australia
You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way
that suggests the ATO or the Commonwealth endorses you or any of your services or products).

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