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29 Nov 2019 Regarding Member 321’s comment ‘New portal problems’

ATO response: 

Thanks Member 321 for your comments. 

Viewing transactions for previous tax years in Online services for agents

It is easy to view all tax accounts, including previous tax years, for your client.

To view a client's transactional history, please follow the following steps:

  • Select a client
  • Select Accounts and payments then Tax accounts
  • Select an account to view transactions, then select  
  • Filter to sort specific transactions by Processed or Effective dates (newest or oldest) and date range
  • If required, you may select how many results per page to show using the drop-down list at the bottom of the transaction table

Online services for agents has an integrated Help function to assist you with completing tasks within the system. The Help button is accessed from right side of the screen. It contains information and assistance as you work through a task and is available on every page except the home page. In addition, a comprehensive User Guide which complements the Help. Please refer to the following link for further information on accessing Tax Accounts

Online services for agents replicates most core portal functions, in addition to providing a range of new features and functions. Refer to Old tax and BAS agent portals closing for a list of remaining portal services to be deployed soon and our troubleshooting page for a list of interim workarounds.


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Eg. TD 2005/D52 ALL words EXACT phrase WITHOUT words Date range
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