List of Access Manager permissions for ATO and ABR online services

About

Access Manager enables an Administrator (AUSkey holders or connected myGov users with Administrator access) to assign permissions for Standard users (AUSkey holders or connected myGov users with standard access) and Device AUSkeys in their business to control access to ATO online services. Full administrators have access to all permissions by default.

Permissions are also used to define access for another entity, when a business appoints another entity, when a business appoints another business to act on its behalf through (Cross entity authorisations - XEA).

The tables below show the list of available permissions in Access Manager and which online channel or system the permissions apply to.

Help scenarios (screen examples)

See: Access Manager help scenarios (pdf file) - This contains screen examples showing the main Access Manager functions.

Definition of column headings in the permission tables below

Category: This is the name of the category that the permission is displayed under within the Permissions table in Access Manager.
Online Service/ Form: The activity the permission gives access to. Examples: ‘FBT return’ is a form transmitted using SBR enabled software, ‘Cancel business registration details' is only available through the Australian Business Register
Transaction: This controls different levels of access for a function or activity. Example: Activity statements - View (View a lodged Activity Statement), Prepare (enter data for an Activity Statement but not lodge), Lodge (submit an Activity Statement to the ATO), Revise (update a previously lodged Activity Statement)
Business Portal, SBR, ABR etc: These are the systems for which the permission gives access to. Some permissions give access to multiple systems. Example: 'View business registration details' give access to the similar functions in both the Business Portal and the Australian Business Register
File transfer function: Some permissions give access to bulk file transaction functions in the Business, Tax Agent and BAS Agent Portals
Notes: Describes any restrictions or special considerations relevant to the permission

Business tab permissions

Overview:

  • Business access: - these permissions apply to the business acting for itself
  • Business to business access - the permissions can also apply for a business acting on behalf of another business, if set up through the Business Appointments function

    • Category Online Service / Form Transaction Business Portal SBR File transfer function (Portals) ABR Notes
    My Business/Client Details View business registration details    
      Update business registration details    
      Cancel business registration details    
      Add / Update financial and payment details    
      View account details    
      Submit payment plan (sole trader)   Includes Add/Update financial and payment details
      Submit refund request    
      Submit transfer request    
      Search and verify SMSF member   This permission only appears for an APRA fund or businesses linked to an APRA fund
      Lodge super product details   Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Superannuation Schemes) or businesses linked to them
      Modify tax roles    
    ATO Transactions Activity statements View, Prepare, Lodge, Revise  
      Annual investment income report Prepare, Lodge  
      Attribution managed investment trust return Prepare, Lodge  
      Certificate of coverage request View, Prepare, Lodge, Revise  
      Closely held trust beneficiary reports Prepare, Lodge Includes TFN Report and TFN Withholding report
      Consolidated group notification Prepare, Lodge  
      Direct debit Prepare, Lodge  
      Electronic portability form View  
      Employee commencement form View, Prepare, Lodge  
      Employee share scheme annual report Prepare, Lodge  
      FBT Return Prepare, Lodge Fringe benefits tax
      Foreign account tax compliance act Prepare, Lodge  
      Member contributions statement Prepare, Lodge  
      Non-Individual income tax return Prepare, Lodge
      PAYG payment summary Prepare, Lodge  
      Payroll event form Lodge  
      Private health insurance report Prepare, Lodge Available to ABNs belonging to a Private Health Insurance
      Private ruling application Prepare, Lodge  
      Quarterly TFN/ABN report Prepare, Lodge  
      SMSF annual return Prepare, Lodge Self managed superannuation fund
      Super guarantee charge statement Prepare, Lodge  
      Taxable payments annual report Prepare, Lodge  
      TFN declaration Prepare, Lodge  
    ATO Services Employer TFN integrity check   Available to employers, or a business linked to an employer
      List super products    
      Super TFN integrity check    
      SuperMatch2 – Initiate ATO monies transfer   Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Superannuation Schemes) or businesses linked to them
      SuperMatch2 – Retrieve super details   Limited to APRA funds, RSA (Retirement Savings Account) providers, EPSSS (Exempt Public Sector Superannuation Schemes) or businesses linked to them
      View super product details    
    Administration View and action own mail    
      Access other user’s mail    

    Client tab permissions (only displayed if the ABN has a registered agent number)

    Overview:

  • Customer access - these permissions give users access to the customers of the register agent (ABNs/ TFNs linked to the registered agent number)
  • Access to the agent number - the permissions only apply to user's who have been given access to the registered agent number within Access Manager
  • Restricted clients - customers can be set as 'restricted clients' in Access Manager. Only users with permission to access an individual restricted client or all restricted clients, can access these clients

    • Category Online Service / Form Transaction Tax Agent Potal BAS Agent Portal SBR File transfer function (Portals) ABR Notes
    Restricted Clients Access to all restricted clients    
    View client registration details    
    Update client registration details    
    Cancel client ABN registration    
    View client    
    Add/Delete client    
    Add/Update finanical institution details    
    View account details    
    Submit payment plan   Includes Add/Update financial and payment details
    Submit refund request    
    Submit transfer request    
      View client reports   Includes client list reports and client lodgment reports
      Modify tax roles    
    ATO Transactions Activity statements View, Prepare, Lodge, Revise  
    Annual investment income report Prepare, Lodge  
    Attribution managed investment trust return Prepare, Lodge  
    Certificate of coverage request View, Prepare, Lodge, Revise  
    Closely held trust beneficiary reports Prepare, Lodge Includes TFN Report and TFN Withholding report
    Consolidated group notification Prepare, Lodge  
    Direct debit Prepare, Lodge Excluding BAS agents
    Employee commencement form Prepare, Lodge  
    Employee share scheme annual report Prepare, Lodge  
    FBT return Prepare, Lodge Fringe benefits tax
    Foreign account tax compliance act Prepare, Lodge  
    Individual income tax return Prepare, Lodge  
    Non-Individual income tax return Prepare, Lodge  
    PAYG payment summary Prepare, Lodge  
    Payment event form Lodge  
    Private ruling application Prepare, Lodge  
    Quarterly TFN/ABN report Prepare, Lodge  
    SMSF annual return Prepare, Lodge Self managed superannuation fund
    Super ECC and ENCC election form Prepare, Lodge  
    Taxable payments annual report Prepare, Lodge  
      TFN declaration Prepare, Lodge  
    Administration View and action own mail    
    Access other user’s mail    
    Trust account details   Includes EFT reconciliation reports and lodgment performance reports
    View agency reports    

    Government tab permissions

    Overview:

  • Government agencies - these permissions are only available to ABNs who have been setup by the ATO in Access Manager as a government partner agency, a State and Territory Government agency or access to the Phoenix Watch List (as shown in the Notes)

    • Category Online Service / Form Tax Agent Potal BAS Agent Potal Business Portal SBR ABR Notes
    Partner Agency ABR search Visible to ABNs set as a government partner agency
      Single ABN search Visible to ABNs set as a government partner agency
    Phoenix Watch List View phoenix watch list Visible to ABNs given access to the Phoenix Watch List
    Update phoenix watch list Visible to ABNs given access to the Phoenix Watch List
    State and Territory Agencies Real property sales reporting Visible to ABNs set as a State and Territory Government agency