Tax professionals community

Welcome

The Tax professionals community has been created to encourage open and interactive conversations about the future of the tax industry.

This community is for people working across the tax industry including tax agents, BAS agents, associations and software developers. It provides an avenue to connect with each other, to talk about issues and ideas for managing change.

My colleagues and I will also be contributing to these online discussions and listening to your feedback. We will regularly add new resources including videos, presentations and live debates to support conversations with your peers and your staff.

I encourage you to participate and look forward to hearing what you have to say.

Chris Jordan AO, Commissioner of Taxation

*You need to register to participate in site activities and receive project updates.

Welcome

The Tax professionals community has been created to encourage open and interactive conversations about the future of the tax industry.

This community is for people working across the tax industry including tax agents, BAS agents, associations and software developers. It provides an avenue to connect with each other, to talk about issues and ideas for managing change.

My colleagues and I will also be contributing to these online discussions and listening to your feedback. We will regularly add new resources including videos, presentations and live debates to support conversations with your peers and your staff.

I encourage you to participate and look forward to hearing what you have to say.

Chris Jordan AO, Commissioner of Taxation

*You need to register to participate in site activities and receive project updates.

  • Have your say about the practitioner lodgment service (PLS) webcast

    20 days ago
    Did you miss the chance to ask a question during the live panel discussion ‘The practitioner lodgment service (PLS) and improving the online experience’?

    Head to the discussion board now and post a question or comment about today’s live webcast.
    Did you miss the chance to ask a question during the live panel discussion ‘The practitioner lodgment service (PLS) and improving the online experience’?

    Head to the discussion board now and post a question or comment about today’s live webcast.
  • Live webcast 12 September – what questions about the practitioner lodgment service (PLS) would you like answered?

    about 1 month ago

    Join our live webcast on Monday 12 September at 9.30am EST where a professional panel will discuss, and answer your questions about, the practitioner lodgment service (PLS).

    You don’t need to register, as the webcast is streamed live. Just visit the webcast live-stream page on the day to participate.

    You can add the event to your calendar as a reminder, by choosing an option below: Submit your questions by:

    ... Continue reading

    Join our live webcast on Monday 12 September at 9.30am EST where a professional panel will discuss, and answer your questions about, the practitioner lodgment service (PLS).

    You don’t need to register, as the webcast is streamed live. Just visit the webcast live-stream page on the day to participate.

    You can add the event to your calendar as a reminder, by choosing an option below: Submit your questions by:

    • commenting below, before the day of the webcast
    • tweeting to #tpwebcast,anytime
    • posting on the live chat facility, available during the webcast.

    Attending one of our webcasts may count towards your continuing professional education. Contact your professional association or refer to the Tax Practitioners Board for more information.

    Tell us below what questions about the practitioner lodgment service (PLS) you would like answered during the webcast.
  • Timeline of events for tax professionals

    7 months ago

    Working together, we have recently updated information on our timeline of events for tax professionals.

    This timeline contains the latest information from professional associations, software developers and the ATO. It is designed to help you to understand the changes impacting you, your clients and your future role.

    We welcome any feedback that you have regarding the timeline, please email ATO-Taxagents@ato.gov.au



    Working together, we have recently updated information on our timeline of events for tax professionals.

    This timeline contains the latest information from professional associations, software developers and the ATO. It is designed to help you to understand the changes impacting you, your clients and your future role.

    We welcome any feedback that you have regarding the timeline, please email ATO-Taxagents@ato.gov.au



  • Roadmap of change for tax professionals - text version

    4 months ago

    This Roadmap is designed for tax professionals to find out the latest information from the ATO, professional associations and software developers. Tax professionals can use this to understand what is changing in the tax profession, what they need to do and what support is available.

    This Roadmap will continue to be updated as we add new information or as timelines change.

    To print this Roadmap, download this printable version.

    Date

    Event, activity or milestone

    Facilitator

    2013

    October 21

    All the latest news for tax professionals in one place

    The Australian Taxation Office launched the Tax professionals newsroom and newsletter. Tax... Continue reading

    This Roadmap is designed for tax professionals to find out the latest information from the ATO, professional associations and software developers. Tax professionals can use this to understand what is changing in the tax profession, what they need to do and what support is available.

    This Roadmap will continue to be updated as we add new information or as timelines change.

    To print this Roadmap, download this printable version.

    Date

    Event, activity or milestone

    Facilitator

    2013

    October 21

    All the latest news for tax professionals in one place

    The Australian Taxation Office launched the Tax professionals newsroom and newsletter. Tax professionals can access all the latest news in one place and get a weekly summary in a new and improved newsletter.

    Visit the Tax professionals newsroom.

    Subscribe to the Tax professionals newsletter.

    ATO

    Back to top

    2014

    February

    Client declarations can now be made electronically

    As part of the Australian Taxation Office’s (ATO) move to provide digital services, the ATO confirmed tax professionals can now make client declarations electronically.

    For more information, refer to Client declarations.

    ATO

    March

    Obligations for tax professionals using cloud based software

    The Tax Practitioners Board Code of Professional Conduct - Confidentiality of client information sheet explains tax practitioner's obligations with regards to cloud based software.

    For more information, refer to the Tax Practitioners Board Code of Professional Conduct - Confidentiality of client information sheet.

    Other

    July 1

    ATO launched myTax

    Tax professionals may be affected as individuals with straight forward tax affairs were offered the option to lodge their income tax return through myTax.

    ATO

    July 1

    Tax Agent Services Act was amended to include financial planners

    Financial planners are now bound by the Tax Agent Services Act. The amendment includes financial planners who provide a ‘tax (financial) advice service’ for a fee. To make sure they can prepare for their obligations, the Tax Practitioners Board implemented a transitional period of three years.

    View the current Tax Agent Services Act 2009.

    Other

    October 29

    New BAS agent newsletter made available

    The Australian Taxation Office launched a BAS agent edition of the newsletter following feedback from BAS agents.

    Subscribe to the BAS agent newsletter.

    ATO

    November 3

    You can find out more about changes to practice management software to become Standard Business Reporting (SBR) enabled.

    The ATO published videos, including an animation that provides a quick overview about the changes to practice management software and what it means for tax professionals.

    Watch the videos on the Tax professionals newsroom YouTube video playlist.

    ATO

    November 25

    You were invited to take part in a live debate about changes in the tax profession.

    The Australian Taxation Office (ATO) held a live discussion with panel members including a tax agent, BAS agent, industry association member and an ATO representative. This discussion was the first live panel discussion on the changes to the tax profession.

    It also provided an opportunity for tax professionals to ask questions and watch the panel members talking about current issues and changes.

    Watch a recording of the 17 November 2014 Tax professionals live webcast on portal and software changes.

    ATO,
    professional associations

    November 27

    New and improved deferral form

    It is now easier for tax professionals to request lodgment deferrals for their clients via the new PDF form.

    For more information, refer to Lodgment deferrals – for registered agents.

    ATO

    Back to top

    2015

    February 17 – March 6

    ATO seeks feedback on the Single Touch Payroll

    Tax professionals had the opportunity to provide feedback to the ATO on transition arrangements and the potential for employers to remit PAYGW and the Superannuation Guarantee at the same time employees are paid their salary and wages.

    For more information, refer to Have your say on Single Touch Payroll.

    ATO

    March 18 – 20

    The Tax Institute 30th National Convention

    Recognised as Australia’s premier taxation conference, the National Convention delivers unrivalled technical excellence, expertise and quality. Designed to meet the needs of tax professionals from all industries and stages of their career, the National Convention is a great way to stay up to date, maintain your technical knowledge and earn valuable CPD hours.

    For more information visit www.taxinstitute.com.au/professional-development/conventions-and-retreats/national-convention.

    Professionals associations

    March 23–24

    CAANZ Public Practitioner Conference – Hunter Valley, NSW

    This engaging, informative and interactive 2-day event will give you all you need to anticipate your clients’ needs, adapt and innovate accordingly, in order to position your practice for accelerated growth.

    For more information visit www.charteredaccountants.com.au/ppconference

    Professionals associations

    March 25

    CPA webinar: The future of the tax profession

    CPA are hosting a webinar concerning the future of the tax profession. This webinar will examine the Roadmap of change for tax professionals and the new Reinventing the ATO program blueprint discussed by the Commissioner in his speech on Thursday 19 March.

    Our guest presenter, Colin Walker, Assistant Commissioner, Practice Risk and Consultation will explore:

    the ATO’s Reinventing the ATO program blueprint

    moving from the Electronic Lodgement Service (ELS) to Standard Business Reporting (SBR)

    the impact of digital technology on tax services

    emerging threats and opportunities.

    Register for the webinar.

    Professionals associations

    March 26–27

    CAANZ Public Practitioner Conference – Melbourne, VIC

    This engaging, informative and interactive 2-day event will give you all you need to anticipate your clients’ needs, adapt and innovate accordingly, in order to position your practice for accelerated growth.

    For more information visit www.charteredaccountants.com.au/ppconference

    Professionals associations

    March 30

    ATO live webcast – What’s changing for tax professionals in 2015 and 2016

    The Australian Taxation Office (ATO) held a live discussion with panel members including a tax and BAS agent, professional association member, industry association member and an ATO representative. The panel discussed changes in 2015 and 2016 which will create a foundation to transform the way you interact with your clients and us, and explored how the expectations of both clients and tax professionals are changing.

    It also provided an opportunity for tax professionals to ask questions and watch the panel members talking about current issues and changes.

    Watch a recording of the 30 March 2015 Tax professionals live webcast: What's changing for tax professionals in 2015 and 2016?

    ATO

    March 31

    ATO Open Forum – Digital world and support for tax professionals, Adelaide SA

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    April

    Tax professionals can access client’s correspondence through the portal

    Tax professionals’ clients will now receive some electronic correspondence from the ATO through their myGov inbox.

    Tax professionals can now access electronic copies of their individual client’s correspondence through the Tax Agent Portal.

    For more information refer to Client correspondence list.

    ATO

    April 21

    ATO Open Forum – Digital world and support for tax professionals, Parramatta NSW

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    April 22

    ATO Open Forum – Digital world and support for tax professionals, Sydney NSW

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    April 23 – 24

    Institute of Public Accountants NSW & ACT Public Practice Symposium, Sydney NSW

    This leading two day event will provide tax professionals with first-class technical updates and industry news that affect the accounting profession. Not only can they earn up to 16 CPE hours, they are also provided with opportunities to network with their peers.

    For more information visit www.publicaccountants.org.au/events-and-training/conferences/nsw-symposium.

    Professionals associations

    April 24

    ATO Open Forum – Digital world and support for tax professionals, Newcastle NSW

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    April 30

    ATO live webcast – BAS agents and what changes will affect you

    The Australian Taxation Office (ATO) held a live discussion with panel members including BAS agents, a professional association member, Tax Practitioners Board member and an ATO representative. The panel discussed important issues such as changes and trends that professional associations are seeing, the role of BAS agents and bookkeepers and how this will look in the future, and the Tax Practitioners Board's view on registration requirements and continuing professional education.

    It also provided an opportunity for tax professionals to ask questions and watch the panel members talking about current issues and changes.

    Watch a recording of the 30 April 2015 Tax professionals live webcast: BAS agents and what changes will affect you.

    ATO

    April 30 – May 1

    Institute of Public Accountants South Australian Professional Symposium, Adelaide SA

    The South Australia Professional Symposium education program offers tax professionals the opportunity to obtain 16 hours of CPE, with practical and relevant sessions covering topics of both a technical and non-technical nature.

    For more information visit http://www.publicaccountants.org.au/events-and-training/conferences/sa_symposium2015.

    Professionals associations

    May 7

    ATO Open Forum - Digital world and support for tax professionals, Toowoomba QLD

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    May 12

    Establishment of the Digital Transformation Office

    As part of the 2015 Budget, the Government is investing $254.7 million in the Digital Transformation Agenda to drive innovation and make it easier for individuals and businesses to access government services.

    Read Investing in digital transformation.

    Government

    May 12

    2015–16 Federal budget released

    The Treasurer, the Hon. Joe Hockey MP, has delivered the 2015-16 Federal Budget. Information specific for tax professionals includes reducing red tape, information on the Digital Transformation Office, compliance and tax laws.

    Visit the 2015 Budget website for more information.

    Government

    May 18

    ATO live webcast – What is the future role of tax professionals?

    The Australian Taxation Office (ATO) held a live discussion with panel members including a representative of a professional association, a software developer, a tax agent and a BAS agent. The panel discussed topics such as what the future role will look like and what trends may affect tax professionals, including changes in practice management software.

    It also provided an opportunity for tax professionals to ask questions and watch the panel members talking about current issues and changes.

    Watch a recording of the 18 May 2015 Tax professionals live webcast: What is the future role of tax professionals?.

    ATO

    May 21 – 22

    Smithink 2020 Young Guns Workshop, Gold Coast QLD

    Designed for up and coming managers and supervisors to develop their knowledge of the business of accounting practices.

    For more information visit www.smithink2020.com/events/young_guns.

    Other

    May 21 – 23

    CPA Australia Lorne Public Practice Conference - Your business, your future.

    The Public practice conference is designed to be a one-stop premier event, addressing a range of technical, taxation and practice management topics within a dynamic learning environment to reflect, rethink and refresh.

    For more information visit www.cpaaustralia.com.au/training-and-events/public-practice-conference/victoria.

    Professionals associations

    May 26 – 27

    CPA Australia Sydney Public Practice Conference - Your business, your future.

    The Public practice conference is designed to be a one-stop premier event, addressing a range of technical, taxation and practice management topics within a dynamic learning environment to reflect, rethink and refresh.

    For more information visit www.cpaaustralia.com.au/training-and-events/public-practice-conference/new-south-wales.

    Professionals associations

    May 27

    ATO Open Forum - Digital world and support for tax professionals, Brisbane QLD

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    May 27 – June 17

    ICB Open Colleges Student Conference

    The Institute of Certified Bookkeepers is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession, through the establishment of a series of relevant qualifications and the award of grades of membership that recognise academic attainment, working experience and competence.

    ATO

    May 28 – 30

    Institute of Public Accountants Tasmanian Congress, Launceston TAS

    Now well into its third decade of operation, the IPA’s Tasmanian Congress has proved to be a leading learning and networking event for delegates drawn from all States and Territories. With a range of workshops, keynote and technical sessions to choose from, delegates will be able to accumulate more than half of their annual CPE hours quota from a single event that offers social, recreational and educational gems at a price unmatched anywhere in Australia.

    For more information visit www.publicaccountants.org.au/events-and-training/conferences/2015tascongress.

    Professionals associations

    June

    Software developers will be able to build reports, private rulings and direct debits into your software

    Tax professionals’ software providers will now be able to make reports, private rulings, and direct debits available in tax professionals software. Software developers will also be able to include the ability for tax professionals to make bulk updates and deletions to client lists.

    Software developers

    June 1 – July 31

    Institute of Public Accountants Tax Agents Guide Roadshow, nationwide

    This Roadshow is designed for practitioners who have responsibility for preparing/reviewing individual and business (partnership, company, trust) tax returns for the 2015 year. The supporting materials will include reference to the main changes in the law for the past 12 months (cases, rulings and legislation) that are likely to impact on preparing a 2015 income tax return or providing advice to clients. The changes flowing from the Budget for 2015/2016 will be incorporated in the material.

    For more information visit www.publicaccountants.org.au/2015-tax-roadshow.

    Professionals associations

    June 5

    CPA Australia webinar

    Friday 5 June.

    The future of the tax profession.

    This session will cover the drivers of change, trends in the tax profession and the 2016–2020 potential outlook.

    Professionals associations

    June 5–24

    MYOB Tax Seminars 2015

    MYOB’s 2015 Tax Seminars give you the personal answers you need to apply to your business. Gain insights and practical improvements, plus hear from the ATO for news of their latest initiatives.

    For more information visit http://myob.com.au/myob/accountants/tax-seminars-2015-1257834279879.

    Professionals associations

    June 10

    ATO Open Forum - Digital world and support for tax professionals, Perth WA

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    June 11

    ATO Open Forum - Digital world and support for tax professionals, Shepparton VIC

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    June 15–16

    CAANZ Public Practitioner Conference – Sydney, NSW

    This engaging, informative and interactive 2-day event will give you all you need to anticipate your clients’ needs, adapt and innovate accordingly, in order to position your practice for accelerated growth.

    For more information visit www.charteredaccountants.com.au/ppconference

    Professionals associations ­­

    June 19

    Institute of Public Accountants Small Business Professionals Symposium, Perth WA

    The Small Business Professionals Symposium will provide the opportunity for Accountants and their Small Business clients to attend a full day conference addressing issues relevant to Western Australian Small Business. This full day session will include key note sessions on the Small Business and WA Economy landscape as well as networking functions and practical, relevant topics of both a technical and non-technical nature for Accountants and their small business clients.

    For more information visit www.publicaccountants.org.au/events-and-training/.

    Professionals associations

    June 23

    ATO Open Forum - Digital world and support for tax professionals, North Ryde NSW

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    June 24

    ATO Open Forum - Digital world and support for tax professionals, Orange NSW

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    June 24

    ATO Open Forum – Digital world and support for tax professionals, Melbourne VIC

    Join the ATO to discuss what’s changing for tax professionals in 2015 and 2016. The session will look at changes planned for 2015 and 2016 which will create a foundation to transform tax professional interactions with the ATO and clients.

    ATO

    June 24

    CPA Australia webinar

    Wednesday 24 June.

    The future of the tax profession.

    This session will cover the progress report on transition from Electronic Lodgment System to Standard Business Reporting and an update on the Roadmap of Change for Tax Professionals.

    Professionals associations

    July

    Resolving disputes

    If a dispute arises with a client, tax professionals can work with an independent officer in the ATO, who will engage with them in resolving the matter quickly and cooperatively.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    July

    Expanded alert services

    Tax professionals can choose to receive email alerts and/or SMS about critical issues.

    For more information visit Tax professionals alerts.

    ATO

    July 2 – 8

    CAANZ Winter Tax and Super School 2015

    The annual Winter Tax & Super School 2015 is on its way to you. To help you stay informed on the latest key developments in tax, superannuation and financial advisory services, we are sending our team of experts to a location near you.

    For more information visit http://www.charteredaccountants.com.au/taxsuperschool.

    Professionals associations

    July 27 – 29

    Smithink 2020 Offshoring Conference, Practice Managers Workshop and Marketing Workshop, Melbourne VIC

    Offshoring Conference 27 July: We've brought together many of the leading offshoring suppliers to discuss the different offshoring models available to firms.

    Practice Managers Workshop 28 July: A new program for our popular event focused on the skills needed to be an effective practice manager.

    Marketing Workshop 29 July: Let's not over complicate firm marketing. Simple things done consistently is the key. Attend this one day workshop to work on your marketing plan.

    For more information visit www.smithink2020.com/events.

    Other

    August

    A user-friendly website

    Tax professionals will find it easier to search, navigate and understand the information and services on the ATO website.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    October 12 – 13

    Accountants Technology Showcase Australia (ATSA), Sydney NSW

    ATSA is Australia's only dedicated independent technology event for accountants in practice.

    For more information visit www.smithink2020.com/events/atsa_2015.

    Professionals associations ­­

    November 19 – 21

    Institute of Public Accountants National Congress 2015, Gold Coast QLD

    The third annual IPA National Congress will be held at the Sheraton Mirage Resort on Queensland’s Gold Coast. The National Congress brings you the best in professional development, providing you with the latest changes facing the profession and top industry insights. Tax professionals have ample opportunity to network with peers at our social events, including a cocktail reception, official dinner and farewell dance.

    For more information visit www.publicaccountants.org.au/nationalcongress2015.

    Professionals associations

    Back to top

    2016

    January

    Reduced reliance on AUSKey

    Cloud software providers can make it easier for tax professionals to authenticate with less reliance on AUSKey.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    Software developers

    February

    Consultation on portal and practice management software

    Tax professional associations, software developers and the ATO will work together on improvements to the portal and practice management software.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO, professional associations, software developers

    February

    Getting the most out of the portal and practice management software

    Tax professionals have the information they need to use the features of the portal and their practice management software.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    March

    Tax professionals encouraged to start preparing for Tax Time 2016 software upgrade

    The 2016 Tax Time software upgrade for tax professionals will be a very important one, as it will make practice management software Standard Business Reporting (SBR) enabled, if it is not already. We suggest that tax professionals check with their software provider if they need to make any additional preparations. For some, they will just receive the usual Tax Time software upgrade, for others they may need to set aside additional time for training and make other preparations, such as change or update your AUSkey.

    Tax professionals should contact their software provider for more information.

    ATO, software developers

    March

    Single Touch Payroll - guidelines release, taxonomy and exposure draft for comment

    The Single Touch Payroll guidelines and taxonomy are due for release this month. In addition, the exposure draft is expected to be shared for comment.

    ATO

    March 2 – 4

    The Tax Institute National Convention

    The National Convention is developed by a team of tax professionals who aim to bring you a program that is technically relevant and practical, and designed to meet the needs of tax professionals in all industries, at all stages of their career.

    For more information visit http://www.taxinstitute.com.au/professional-development/conventions-and-retreats/national-convention/2016-national-convention.

    Professional associations

    March 16

    Open forums – talk to us about what matters to you, Surry Hills NSW

    If you live in the Surry Hills region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    March 16 – 17

    3rd Annual Digital Service Delivery in Government Congress, ATO service delivery innovations, Melbourne, VIC

    The 3rd Annual 2016 Digital Service Delivery in Government will be held in Melbourne on 16-17 March 2016.

    This conference features speakers that are leading cultural change to promote innovation, transitioning to digital by default and improving digital engagement for better interaction with government.

    You will hear from leading digital experts from the three levels of government and the private sector on practical solutions and strategies to deliver digital services in government that are agile, cost-effective and user-centric.

    For more information visit http://www.intrepidminds.com.au/digital-service-delivery-in-government/

    Government

    March 17

    Open forums – talk to us about what matters to you, Gold Coast QLD

    If you live in the Gold Coast region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information

    ATO

    March 31

    Cloud authentication and authorisation makes it easier for you to transact with us, with less reliance on AUSkey.

    Clients now need to notify us of their online software provider's hosted Standard Business Reporting (SBR) software and start using their deciated Device AUSkyey to secure transmisisons with us made via the online software.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    March 31

    Open forums – talk to us about what matters to you, Port Macquarie NSW

    If you live in the Port Macquarie region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    April

    Client correspondence list (CCL) functionality improved

    In response to feedback we have improved functionality of the CCL in the Tax Agent Portal. Improvements include:

    search results can be sorted by date or client name

    searches can be customised for more than one delivery type

    the screens will have a new look that is easier to read and use

    up to five years of correspondence can be searched for a single client.

    Visit ato.gov.au/clientcorrespondencelist for more information.

    April

    Client correspondence list (CCL) coming to BAS Agent Portal

    You told us and we listened. The CCL functionality has been improved on the Tax Agent Portal and expanded to the BAS Agent Portal.

    Visit ato.gov.au/ClientCorrespondenceList for more information.

    ATO

    April

    Talking more with tax professionals

    Tax professionals are increasingly able to talk to ATO staff at open forums, professional associations and software developer events.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    April 5

    Open forums – talk to us about what matters to you, Glenelg SA

    If you live in the Glenelg region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    April 13

    Open forums – talk to us about what matters to you, Hobart TAS

    If you live in the Hobart region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    April 14

    Open forums – talk to us about what matters to you, Launceston TAS

    If you live in the Launceston region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    April 19

    Open forums – talk to us about what matters to you, Cairns QLD

    If you live in the Cairns region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information

    ATO

    April 20

    Open forums – talk to us about what matters to you, South Yarra VIC

    If you live in the South Yarra region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    April 21– 22

    Queensland Tax Retreat, Grandchester QLD

    Claim up to 15 hours of structured CPE hours at the inaugural Queensland Tax Retreat. Held at Spicers Hidden Vale, this stylish, luxury retreat is set amongst 12,000 acres of Australian countryside just an hours drive from Brisbane.

    For more information visit http://www.publicaccountants.org.au/events-and-training/event-search/eventdetails?ec=QTARE160421.

    Professional associations

    April 28

    SMSF Association Intensives: Paying Benefits, Brisbane QLD

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information see https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=INT280416.

    Professional associations

    May

    Understanding the tax professional role in the future

    Tax professionals understand the changing environment, what they need to do to support their clients and be a partner in the tax and super systems.

    Read about what we want to achieve as we reinvent the ATO in the Reinventing the ATO program blueprint 2015.

    ATO

    May 3

    SMSF Association Intensives: Paying Benefits, Sydney NSW

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information see https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=INT280416.

    Professional associations

    May 4

    SMSF Association Intensives: Paying Benefits, Melbourne VIC

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information see https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=INT280416.

    Professional associations

    May 5

    SMSF Association Intensives: Paying Benefits, Adelaide SA

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information see https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=INT280416.

    Professional associations

    May 18

    SMSF Association Intensives: Paying Benefits, Perth WA

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information see https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=INT280416.

    Professional associations

    May 19 – 20

    IPA NSW/ACT Tax Retreat 2016, Blue Mountains

    Attending this conference is a great opportunity to get up to date before the 2016/2017 tax year and importantly the event is designed to help you meet TPB CPE requirements. This year’s Tax Retreat will be held at the exquisite Fairmont hotel in the Blue Mountains. The resort overlooks the majestic Jamison Valley and is only 7km from the Three Sisters Aboriginal cliff-top.

    For more information visit http://www.publicaccountants.org.au/events-and-training/conferences/nsw-tax-retreat

    Professional associations

    May 30 – 31

    Smithink Business Advisory Conference 2016

    Developing skills to be an effective business advisor is key for any accountant in practice. This event is focused on helping accountants develop these skills, highlighting the tools available and providing real world examples as to how others have achieved success.

    For more information visit http://www.smithink.com/event/business-advisory-conference-2016.

    Other

    June

    Are your clients SuperStream ready?

    SuperStream is the new electronic payment standard for the entire superannuation industry. It provides a consistent, simplified way for employers to make super contributions on behalf of their employees.

    Small employers, with 19 or fewer employees, must be SuperStream-ready by no later than 30 June 2016, but we recommend they start implementing now. Employers with 20 or more employees should now be SuperStream-ready.

    Visit ato.gov.au/SuperStreamchecklist for more information.

    ATO

    June

    Software is updated and ready for Tax Time 2016

    The 2016 Tax Time software upgrade will provide initial benefits such as the ability to make client updates immediately, manage client PAYG withholding and GST roles, and pre-fill reports with the most up to date information.

    This upgrade will mean your software has become Standard Business Reporting (SBR) enabled, which lays the foundation for significant future opportunities. For example:

    it will become easier to interact with government, as information already available through software can be ‘re-used’ to report to other government agencies

    software providers will be able to build portal services into their practice management software, so a tax professional will not need to switch between different systems.

    ATO

    June

    Single Touch Payroll - draft law expected to receive royal assent

    Draft law for Single Touch Payroll is expected to receive royal assent in June 2016.

    ATO

    June 7

    Open forums – talk to us about what matters to you, Sunshine Coast QLD

    If you live in the Sunshine Coast region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    June 9

    Open forums – talk to us about what matters to you, Bunbury WA

    If you live in the Bunbury region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    June 14

    Open forums – talk to us about what matters to you, Geelong VIC

    If you live in the Geelong region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    June 15

    Open forums – talk to us about what matters to you, Darwin NT

    If you live in the Darwin region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    June 15

    Tax Agent Guide 2015/16, Brisbane QLD

    This one-day seminar will cover the key tax changes and developments relevant to individual and small business taxpayers for the 2016 taxation year. The seminar is designed for practitioners and their staff who have responsibility for preparing/reviewing individual and business (partnership, company, trust) tax returns for the 2016 year.

    The seminar and supporting materials will include reference to the main changes in the law for the past 12 months (cases, rulings and legislation) that are likely to impact on preparing a 2016 income tax return or providing advice to clients. The Tax Agent Guide is also offered on the Sunshine Coast, Gold Coast, Rockhampton, Mackay, Cairns and Ipswich.

    For more information visit http://www.publicaccountants.org.au/events-and-training/event-search/eventdetails?ec=QTAG160615.

    Professional associations

    June 16

    Wolters Kluwer CCH webinar 'Future of the Tax Profession'

    Colin Walker, ATO Assistant Commissioner Tax Practitioner, Lodgment Strategy and Engagement Support, will present this webinar on the 'Future of the Tax Profession'.

    For more information visit http://cchlearning.com.au/

    Professional associations

    June 20

    2016 Corporate Tax Association Convention, Sydney

    The CTA’s Annual Convention is regarded as the premier event for large corporate tax teams. Developed by the CTA specifically for its members, the program focusses on the issues and needs of corporate taxpayers. The program includes a strong mix of practical and technical sessions led by experts and CTA member companies, as well as open discussions with the Australian Taxation Office and other relevant stakeholders.

    Andrew Mills, ATO Second Commissioner Law Design and Practice, will participate in a Q&A session.

    For more information visit http://corptax.com.au/events/

    Professional associations

    June 21

    Open forums – talk to us about what matters to you, Midland WA

    If you live in the Midland region, come along to our Open forum to hear about matters of key importance to you. You’ll also have the opportunity to have your questions addressed by our senior staff.

    Visit ato.gov.au/OpenForums for more information.

    ATO

    July

    How we're making every year count for tax professionals and software developers

    We're committed to making every year of our transformation count. Our suite of Every year counts products has been updated to show you what you can expect to change your experiences in the tax and super systems for the year ahead.

    For more information visit http://reinventing.ato.gov.au/your-future-experience/every-year-counts.

    ATO, software developers

    July

    Single Touch Payroll - call for developers to build the in the pilot

    In July, developers are invited to build a Single Touch Payroll solution to be piloted early 2017.

    ATO, software developers

    July 20

    CAANZ Public Practitioners Conference, Brisbane

    Chartered Accountants Australia and New Zealand’s flagship event for members in practice.

    The conference will focus on the convergence of both practice management and professional development topics. The comprehensive program has been designed to arm you with successful strategies, and next-level thinking to future-proof your skills and practice.

    Susan Baranski, ATO Assistant Commissioner Small Business, will present on 'Navigating the ATO’s key risk areas for 2016/17'.

    For more information visit http://charteredaccountantsanz.cvent.com/events/public-practitioners-conference-2016-brisbane/

    Professional associations

    July 27

    CAANZ Public Practitioners Conference, Melbourne

    Chartered Accountants Australia and New Zealand’s flagship event for members in practice.

    The conference will focus on the convergence of both practice management and professional development topics. The comprehensive program has been designed to arm you with successful strategies, and next-level thinking to future-proof your skills and practice.

    Susan Baranski, ATO Assistant Commissioner Small Business, will present on ‘Navigating the ATO’s key risk areas for 2016/17’.

    For more information visit http://charteredaccountantsanz.cvent.com/events/public-practitioners-conference-2016-melbourne/

    Professional associations

    August

    Single Touch Payroll – call for pilot participants

    The Single Touch Payroll expression of interest for pilot participants will open in August. The pilot will take place in early 2017. Contact us to find out more about how to be involved.

    ATO

    August

    Depreciation made easier for public businesses

    Tax agents and their public business clients can work out depreciation claims online using the Depreciation and Capital Allowances Tool. The tool will incorporate an effective life lookup and will allow them to work out depreciation claims for all assets, including any assets sitting in a low value pool.

    ATO

    August 2

    SMSF Association State Technical Conference, Sydney NSW

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information visit https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=STC2016S.

    Professional associations

    August 3

    SMSF Association State Technical Conference, Melbourne VIC

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information visit https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=STC2016S.

    Professional associations

    August 4

    SMSF Association State Technical Conference, Brisbane QLD

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information visit https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=STC2016S.

    Professional associations

    August 9

    SMSF Association State Technical Conference, Adelaide SA

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information visit https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=STC2016S.

    Professional associations

    August 11

    SMSF Association State Technical Conference, Perth WA

    The event will cover in-depth taxation content, including looking at taxable and non-taxable components and tax strategies.

    For more information visit https://www.smsfassociation.com/cpd/upcoming-events.aspx?event=STC2016S.

    Professional associations

    August 15 – 17

    Digital Financial Services 2016 Summit, Sydney

    The only conference in Australia that has been designed to specifically focus on practical solutions to understand how consumers view financial services and the key attributes for their purchasing decisions.

    John Dardo, ATO Assistant Commissioner Digital Transformation, will present on 'Embracing Digital Transformation to Improve Client Experience at the ATO'. In this session John will discuss the various ways in which the ATO is embracing digital platforms to better engage with customers and provide an engaging customer experience.

    For more information visit http://www.digitalfinancialservices.com.au/

    Other

    August 26

    CAANZ Public Practitioners Conference, Sydney

    Chartered Accountants Australia and New Zealand’s flagship event for members in practice.

    The conference will focus on the convergence of both practice management and professional development topics. The comprehensive program has been designed to arm you with successful strategies, and next-level thinking to future-proof your skills and practice.

    Susan Baranski, ATO Assistant Commissioner Small Business, will present on ‘Navigating the ATO’s key risk areas for 2016/17’.

    For more information visit http://charteredaccountantsanz.cvent.com/events/public-practitioners-conference-2016-sydney/

    Professional associations

    September

    Corporate tax governance review guide for public businesses

    Public businesses and their tax advisers have access to guidance to assist in evaluating the design, effectiveness and benchmarking of their tax risk management and governance framework. Company directors have access to an online Director’s Handbook.

    For more information visit Tax risk management and governance review guide.

    September

    Implementation of multinational anti-avoidance law (MAAL)

    Public businesses and their advisers understand the impact of this law change on their operations and, where needed, have transitioned to compliant arrangements with their foreign group.

    September

    New ways to get assistance digitally

    Taxpayers can chat with an ATO staff member through web chat. If they need help, they can share their screen with an ATO staff member to quickly resolve the issue

    September

    Managing small business’ cash flow

    Small businesses or their agent can use a cash flow management education package to help better plan and manage business commitments including tax and super.

    September

    Small business record keeping through the ATO app

    Small businesses can use the ATO app to record their business income and expenses on the go. They can provide this information to their agent or upload this to the ATO.

    September

    SMSF certainty

    Tax advisers and their SMSF clients have a new way to approach the ATO to talk about serious SMSF compliance issues and have these quickly resolved.

    October

    Increased certainty through safe harbours

    Private groups and their advisers have increased certainty around tax and super issues because the ATO provides clear boundaries in the application of tax and superannuation law.

    October

    Expansion of certainty letters for individual clients

    Tax agents or their individual clients may be told that their income tax affairs for the past year will not be subject to further review. This means the taxpayer can have certainty that their tax affairs for that year are complete.

    October 5 – 6

    Tax Institute's 2016 Victorian 4th Annual Tax Forum

    The forum attracts premier tax advisors in Victoria to both speak and attend. This annual two day event offers more than 30 industry expert speakers, hosting 30 technical sessions, split into three topic streams; SME, Corporate and Hot topics.

    The following ATO speakers will present:

    Catherine Willis, Assistant Commissioner Private Groups and High Wealth Individuals, presenting on 'The Future of Tax - Younger Tax Practitioners'

    Jeff Stevenson, Assistant Commissioner Public Groups and International, and Duncan McCarthy, Director Public Groups and International, presenting on 'ATO Corporate Tax Governance'

    Jade Isaacs, Assistant Commissioner Private Groups and High Wealth Individuals, presenting on the ATO's engagement and assurance services, and product offerings.

    For more information visit http://www.taxinstitute.com.au/professional-development/key-events/victorian-annual-tax-forum

    Professional associations

    November

    Self-assessing compliance risk associated with marketing hubs

    Public businesses can access a guide to help self-assess the transfer pricing risk associated with our marketing hub arrangements.

    November

    More certainty of eligible exploration expenditure

    We have access to a guide to assist in identifying eligible exploration expenditure and the evidence required to substantiate our claims

    November 3

    CPA Congress, Hobart

    Now in its 58th year, CPA Congress is the premier event for the accounting and finance profession and connects thousands of individuals and organisations to the world’s most recognised thought leaders, policy makers, innovators and disruptors. Join more than 8500 attendees across 13 cities globally to discuss the future of our profession and harness successful business strategies.

    Colin Walker, ATO Assistant Commissioner Tax Practitioner, Lodgment Strategy and Engagement Support, will present on the 'Future of the Tax Profession'.

    For more information visit http://www.cpaaustralia.com.au/training-and-events/cpa-congress/hobart

    November 7 – 9

    Creative Innovation 2016, Melbourne

    Ci2016 will feature 40+ global leaders, innovators, thinkers and deliver world class ideas and pragmatic solutions. It will offer forecasts, strategies and practices to help transform you and your organisations.

    Join big and small business, educators, entrepreneurs, creative and government leaders, emerging talent and leading thinkers from around the world.

    Jane King, ATO Deputy Commissioner Design and Change Management, will present on 'Transformational Leadership and Mindsets for the Future of Work'.

    For more information visit http://www.creativeinnovationglobal.com.au/ci2016/

    December

    Improving access to government online services for businesses

    Businesses can nominate other representatives to act on behalf of their entity(s), in full or limited capacity

    December

    Small business record keeping

    Small businesses can use the ATO app to record their business income and expenses on the go. They can provide this information to their tax agent or upload this to the ATO.

    Back to top

  • Did you miss our live panel discussions?

    4 months ago
    Livepanel

    Practitioner lodgment service (PLS) and changes to the tax profession more broadly.

    Panellists from the ATO along with representatives for tax agents, BAS agents and software developers talked about changes relating to practitioner lodgment service (PLS) and cloud authentication. The discussion also covered:

    • the Client communication list (CCL), portals and the portal dashboards
    • changes to practice management software
    • what is happening with ELS and how Standard business reporting (SBR) relates to PLS
    • the complex issues resolution service

    Panellists also answered a range of questions submitted by tax professionals who were viewing the webcast in real time.

    If you missed the live sessions, you can now watch the on-demand recordings. Both discussions cover the same topics, although the questions submitted by viewers differed between the two. You can view the morning and/or afternoon recordings by selecting ‘Launch webcast’ on the bottom right of the page.

    Join the conversation and tell us what you thought of the discussion?


    Practitioner lodgment service (PLS) and changes to the tax profession more broadly.

    Panellists from the ATO along with representatives for tax agents, BAS agents and software developers talked about changes relating to practitioner lodgment service (PLS) and cloud authentication. The discussion also covered:

    • the Client communication list (CCL), portals and the portal dashboards
    • changes to practice management software
    • what is happening with ELS and how Standard business reporting (SBR) relates to PLS
    • the complex issues resolution service

    Panellists also answered a range of questions submitted by tax professionals who were viewing the webcast in real time.

    If you missed the live sessions, you can now watch the on-demand recordings. Both discussions cover the same topics, although the questions submitted by viewers differed between the two. You can view the morning and/or afternoon recordings by selecting ‘Launch webcast’ on the bottom right of the page.

    Join the conversation and tell us what you thought of the discussion?


  • Questions from November live webcast answered

    10 months ago

    During the November 16 webcast, a number of recurring questions were asked of the panel. Answers to these questions are below.

    Why are you phoning BAS Agents when their clients are late with BAS payments? We are not responsible for our client's cash flow.

    External collection agencies calling to discuss payment of a taxpayer’s outstanding tax debt will contact the authorised contact in the first instance. In many instances this will be the taxpayer’s tax practitioner. The external collection agencies will make direct contact with clients if their contact number is the only number present on their ATO record.

    When can Tax Professionals use their Windows 10 computers to work with ATO systems?
    Windows 10 compatibility depends on the ATO system in question. Below is a summary.

    AUSkey
    AUSkey is not compatible with Microsoft Edge (which is the default browser for Windows 10). However, AUSkey can be accessed within Windows 10 using a compatible browser such as Internet Explorer 11 or the latest version of Firefox. AUSkey on USB is also compatible. You can follow this advice to install Internet Explorer 11 on Windows 10.

    ELS
    There is a known connectivity issue between ELS and both Windows 8 and Windows 10, as Cisco VPN Client is no longer supported by Windows. If you intend to use Windows 8 or Windows 10 for ELS lodgments, please contact your ELS software provider for advice. The Cisco AnyConnect product which superseded the VPN Client is supported on both Windows 8 and Windows 10.

    Portal
    There are no Windows 10 compatibility issues directly related to the Tax and BAS agent portals. However you will need to refer to the AUSkey Compatibility page for a list of browsers and operating systems that are compatible with AUSkeys. If you are using Windows 10, you can follow this advice to install Internet Explorer 11 to ensure compatibility.

    Why is the Portal down so often for urgent system maintenance?
    The ATO’s Portals are entry points for tax professionals to access a range of systems aimed at enabling their practice.

    While agents utilise the portal to interact with the ATO, the portal itself is merely a doorway to many other systems that the ATO uses to administer the tax and superannuation systems. The majority of issues related to portal performance and functional availability have been caused by issues with other systems. These other systems include Access Manager, the Internet Security Framework, Integrated Core Processing, Mainframe, Bulk Data Exchange, and ATO infrastructure. If these systems do not work then agents can experience portal unavailability, reduced performance or limited functionality.

    Portal hardware and software upgrades did occur in January and April 2015. Most of the remaining system outages over the past 12 months were related to the ongoing program of work to upgrade our internal systems and infrastructure to meet legislative requirements, as we move towards increasing our digital capacity.

    Is there a way we can be advised either via email or text message of a client being issued correspondence directly, rather than relying on checking the portal?
    While this is currently not available, a subscription-based notification is being considered for future updates. We are also considering a preference/subscription type service. At this stage we are unable to advise if or when this will be implemented.

    I seem to regularly receive correspondence for ex clients no longer on my client list, some of whom were removed years ago. In one instance I received mail for an ex-client’s estate. Why is this happening and what can I do to stop this?
    Please refer to an earlier article which explains why this may occur and how to prevent it from happening.

    Can we download multiple client documents from the portal at once, instead of drilling into each client's document and downloading them one at a time?
    While the Client correspondence list may return multiple pieces of correspondence, you can only download one piece of correspondence at a time.

    I’m trying to lodge an agent assessed deferral request via the BAS portal, but I keep getting an error message that I haven’t attached a current form. However, I have definitely attached the form, so what is happening here?
    The lodgment deferral form for registered agents has been updated several times – you’ll find the latest at the following link https://www.ato.gov.au/Forms/Lodgment-deferrals---for-registered-agents/

    If you are using the latest form and continue to experience issues, please call 13 72 86 fast key code 33 so that we can investigate further.

    During the November 16 webcast, a number of recurring questions were asked of the panel. Answers to these questions are below.

    Why are you phoning BAS Agents when their clients are late with BAS payments? We are not responsible for our client's cash flow.

    External collection agencies calling to discuss payment of a taxpayer’s outstanding tax debt will contact the authorised contact in the first instance. In many instances this will be the taxpayer’s tax practitioner. The external collection agencies will make direct contact with clients if their contact number is the only number present on their ATO record.

    When can Tax Professionals use their Windows 10 computers to work with ATO systems?
    Windows 10 compatibility depends on the ATO system in question. Below is a summary.

    AUSkey
    AUSkey is not compatible with Microsoft Edge (which is the default browser for Windows 10). However, AUSkey can be accessed within Windows 10 using a compatible browser such as Internet Explorer 11 or the latest version of Firefox. AUSkey on USB is also compatible. You can follow this advice to install Internet Explorer 11 on Windows 10.

    ELS
    There is a known connectivity issue between ELS and both Windows 8 and Windows 10, as Cisco VPN Client is no longer supported by Windows. If you intend to use Windows 8 or Windows 10 for ELS lodgments, please contact your ELS software provider for advice. The Cisco AnyConnect product which superseded the VPN Client is supported on both Windows 8 and Windows 10.

    Portal
    There are no Windows 10 compatibility issues directly related to the Tax and BAS agent portals. However you will need to refer to the AUSkey Compatibility page for a list of browsers and operating systems that are compatible with AUSkeys. If you are using Windows 10, you can follow this advice to install Internet Explorer 11 to ensure compatibility.

    Why is the Portal down so often for urgent system maintenance?
    The ATO’s Portals are entry points for tax professionals to access a range of systems aimed at enabling their practice.

    While agents utilise the portal to interact with the ATO, the portal itself is merely a doorway to many other systems that the ATO uses to administer the tax and superannuation systems. The majority of issues related to portal performance and functional availability have been caused by issues with other systems. These other systems include Access Manager, the Internet Security Framework, Integrated Core Processing, Mainframe, Bulk Data Exchange, and ATO infrastructure. If these systems do not work then agents can experience portal unavailability, reduced performance or limited functionality.

    Portal hardware and software upgrades did occur in January and April 2015. Most of the remaining system outages over the past 12 months were related to the ongoing program of work to upgrade our internal systems and infrastructure to meet legislative requirements, as we move towards increasing our digital capacity.

    Is there a way we can be advised either via email or text message of a client being issued correspondence directly, rather than relying on checking the portal?
    While this is currently not available, a subscription-based notification is being considered for future updates. We are also considering a preference/subscription type service. At this stage we are unable to advise if or when this will be implemented.

    I seem to regularly receive correspondence for ex clients no longer on my client list, some of whom were removed years ago. In one instance I received mail for an ex-client’s estate. Why is this happening and what can I do to stop this?
    Please refer to an earlier article which explains why this may occur and how to prevent it from happening.

    Can we download multiple client documents from the portal at once, instead of drilling into each client's document and downloading them one at a time?
    While the Client correspondence list may return multiple pieces of correspondence, you can only download one piece of correspondence at a time.

    I’m trying to lodge an agent assessed deferral request via the BAS portal, but I keep getting an error message that I haven’t attached a current form. However, I have definitely attached the form, so what is happening here?
    The lodgment deferral form for registered agents has been updated several times – you’ll find the latest at the following link https://www.ato.gov.au/Forms/Lodgment-deferrals---for-registered-agents/

    If you are using the latest form and continue to experience issues, please call 13 72 86 fast key code 33 so that we can investigate further.

  • Digital by default consultation

    10 months ago
    To deliver contemporary digital experiences, we are proposing an initiative called Digital by default. We want to work with you on this initiative. To start the ball rolling, we are asking you to read the consultation paper and tell us what you think. Consultation is open from 30 November 2015 to 29 January 2016.
    To deliver contemporary digital experiences, we are proposing an initiative called Digital by default. We want to work with you on this initiative. To start the ball rolling, we are asking you to read the consultation paper and tell us what you think. Consultation is open from 30 November 2015 to 29 January 2016.
  • Have your say about the fixing the basics live webcast

    11 months ago

    Did you miss the chance to ask a question about the live panel discussion ‘Fixing the basics now for better services in 2016’?

    Head to the discussion board now and post a question or comment about today’s live webcast.

    Did you miss the chance to ask a question about the live panel discussion ‘Fixing the basics now for better services in 2016’?

    Head to the discussion board now and post a question or comment about today’s live webcast.

  • Have your say at our next live webcast, 16 November

    11 months ago

    Join the next live panel discussion on Monday 16 November; 2pm EST.

    Contribute your comments and questions to the ATO panel as they discuss what we are doing to fix the basics now, for better services in 2016 and beyond.

    The panel will provide you with updates on current digital initiatives, including:

    • the Client correspondence list, the portals and the new portal dashboard
    • changes to practice management software including authorisation and authentication
    • integrating end-to-end services to improve experiences for you and you clients
    • using data and analytics to create services which better meet you and your clients' situation in the future.

    This live webcast is your opportunity to ask the panel questions and join the conversation about how these changes may affect you and your clients.

    Put forward suggestions of the topics you want covered before the webcast, by heading over to our discussion board now and posting your questions or comments.

    Join the next live panel discussion on Monday 16 November; 2pm EST.

    Contribute your comments and questions to the ATO panel as they discuss what we are doing to fix the basics now, for better services in 2016 and beyond.

    The panel will provide you with updates on current digital initiatives, including:

    • the Client correspondence list, the portals and the new portal dashboard
    • changes to practice management software including authorisation and authentication
    • integrating end-to-end services to improve experiences for you and you clients
    • using data and analytics to create services which better meet you and your clients' situation in the future.

    This live webcast is your opportunity to ask the panel questions and join the conversation about how these changes may affect you and your clients.

    Put forward suggestions of the topics you want covered before the webcast, by heading over to our discussion board now and posting your questions or comments.

  • Future of the tax profession 2020 working group

    11 months ago

    The Future of the Tax Profession 2020 Working Group met on Thursday 30 July 2015.

    This workshop set the context for our future engagements with you and will support ongoing development of major programs of work to reinvent our clients' experience in the tax and super systems. The discussion included:

    • Moving the focus away from 'today' and looking at trends affecting the future of the tax and super system.
    • Sharing the outcomes we are working to deliver for each client group identified in the Reinventing the ATO Blueprint from a whole of tax and super perspective.
    • Creating a shared understanding of the characteristics of a strong partnership.
    • Starting to understand the future role of intermediaries and different partners, including tax professionals and software developers.

    Take a look at the talkbook to learn more about the topics discussed and the outcomes of the meeting. A text version is also available.

    Leave a comment and let us know what you think about the topics discussed at the workshop.

    The Future of the Tax Profession 2020 Working Group met on Thursday 30 July 2015.

    This workshop set the context for our future engagements with you and will support ongoing development of major programs of work to reinvent our clients' experience in the tax and super systems. The discussion included:

    • Moving the focus away from 'today' and looking at trends affecting the future of the tax and super system.
    • Sharing the outcomes we are working to deliver for each client group identified in the Reinventing the ATO Blueprint from a whole of tax and super perspective.
    • Creating a shared understanding of the characteristics of a strong partnership.
    • Starting to understand the future role of intermediaries and different partners, including tax professionals and software developers.

    Take a look at the talkbook to learn more about the topics discussed and the outcomes of the meeting. A text version is also available.

    Leave a comment and let us know what you think about the topics discussed at the workshop.

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