Permissions for business and tax professionals

Source: New places to play in Gungahlin

Activity or form

Permissions required

Transaction

Online services

Notes

Activity statements

Activity statement

Registration

Account details

View

Prepare

Lodge

Revise

View

OSB

OSFA

SBR

n/a

Annual Investment Income Report

Annual Investment Income Report

Prepare

Lodge

OSB

OSFA

SBR

n/a

Attribution managed investment trust return

Attribution managed investment trust return

Prepare

Lodge

SBR

n/a

Certificate of Coverage request

Certificate of Coverage request

View

Prepare

Lodge

Revise

OSB

OSFA

SBR

n/a

Closely held trust beneficiary reports

Includes TFN Report and TFN Withholding report

Closely held trust beneficiary reports

Prepare

Lodge

SBR

Non-BAS agent functionality

Includes TFN Report and TFN Withholding report

Common Reporting Standard (CRS) statement

Common Reporting Standard (CRS) statement

Prepare

Lodge

OSB

OSFA

SBR

Access is not available using Business Appointments

Non-BAS agent functionality

Community Housing Annual Report

Community Housing Annual Report

Prepare

Lodge

OSB

Access is not available using Business Appointments

Consolidated group notification

Consolidated group notification

Prepare

Lodge

SBR

Non-BAS agent functionality

Country by Country Report

Country by Country Report

Prepare

Lodge

OSB

OSFA

SBR

n/a

Direct Debit

Direct Debit

Prepare

Lodge

SBR

Excluding BAS agents

Early stage innovation company report

Early stage innovation company report

Prepare

Lodge

OSB

OSFA

n/a

Electronic Payments systems transaction report

Electronic Payments systems transaction report

Prepare

Lodge

OSB

OSFA

n/a

Electronic Portability Form

Electronic Portability Form

View

OSFA

n/a

Employee Commencement form

Employee Commencement form

View

Prepare

Lodge

OSB

OSFA

SBR

Employee commencement form access is required for stapled super fund requests

Employee Share Scheme annual report

Employee Share Scheme annual report

Prepare

Lodge

OSB

OSFA

n/a

Excise Claim

Excise forms

View

Prepare

Lodge

Revise

OSB

OSFA

n/a

Excise Duty Return

Excise forms

View

Prepare

Lodge

Revise

OSB

OSFA

n/a

FBT Return

FBT Return

Prepare

Lodge

SBR

Fringe benefits tax

Foreign Account Tax Compliance Act (FATCA)

Foreign Account Tax Compliance Act (FATCA)

Prepare

Lodge

OSB

SBR

OSFA

n/a

Fuel tax credits non-business (FTCN)

Excise forms

Financial and payment details

View

Prepare

Lodge

Add/Update

OSB

OSFA

n/a

Further information

Objection and private ruling applications

View and action own mail

Prepare

Lodge

View

OSB

OSFA

Access is not available using Business Appointments

General Purpose Financial statements

General Purpose Financial statements

Prepare

Lodge

OSB

OSFA

Non-BAS agent functionality

GST Property credits

Accounts

View

OSB

OSFA

n/a

Income tax history and copy of return

Account

View

OSB

n/a

Lodgment deferrals

Registration

View and action own mail

Add/update

OSFA

n/a

Merchants Point of Sale transactions reporting

Merchants point of sale transactions reporting

View

Prepare

Lodge

OSB

OSFA

n/a

Non-Individual income tax return

Non-Individual income tax return

Prepare

Lodge

SBR

Non-BAS agent functionality

Objection and Private Ruling

Objection and private ruling applications
View and action own mail

Prepare

Lodge

View

OSB

OSFA

Access is not available using Business Appointments

PAYG Payment Summary

PAYG Payment Summary

Prepare

Lodge

SBR

Access is not available using Business Appointments

Petroleum Stewardship for Oil (PSO) claim

Excise Forms

Financial and payment details

View

Prepare

Lodge

Add/Update

OSB

OSFA

n/a

Private Health Insurance Report

Private Health Insurance Report

Prepare

Lodge

OSB

OSFA

Available to ABNs belonging to a private health insurance fund

Reported Transactions

Accounts

View

OSB

OSFA

n/a

Statement of Tax

Account

View

OSB

OSFA

n/a

Taxable Payment Annual Report

Taxable Payment Annual Report

Prepare

Lodge

OSB

OSFA

Access is not available using Business Appointments

Transfer balance Account Report

Transfer balance Account Report

Prepare

Lodge

OSB

OSFA

SBR

Non-BAS agent functionality

TFN declaration

TFN declaration

Prepare

Lodge

OSB

OSFA

SBR

Access is not available using Business Appointments

Transfer of shares and units

Transfer of shares and units

Prepare

Lodge

OSB

OSFA

Non-BAS agent functionality