www.ato.gov.au/linking Code : Link your myGov Account to the ATO

To link your myGov account to the Australian Taxation Office (ATO), follow these steps:

1. Sign In: Visit my.gov.au and sign in to your myGov account.
2. Link to ATO:
   • Locate the ATO section within your myGov account.
   • Follow the prompts to link your account.
   • Answer two questions about your tax record using the information we discussed earlier.
3. No Linking Code Needed:
   • If you have the necessary details, you won’t need a separate linking code.

Remember to keep your tax information handy, and happy linking!

What services can I access through the Tax Agent Portal?

Through the Tax Agent Portal, you can access a range of services related to tax matters. Here are some key features:

1. Client Information: View details about your clients, including their tax records, lodgments, and payment history.
2. Lodgment Services: Lodge tax returns, activity statements, and other forms on behalf of your clients.
3. Communication: Receive important notifications, alerts, and correspondence from the Australian Taxation Office (ATO).
4. Reports and Statements: Generate reports, statements, and summaries for your clients.
5. Authorizations: Manage your authorizations to act on behalf of clients.

Remember to explore the portal for additional features and updates.

How do I lodge a tax return through the portal?

To lodge your tax return through the Tax Agent Portal, follow these steps:

1. Choose a Registered Tax Agent: A tax agent is a qualified professional who can help you prepare and lodge your tax return. You can engage their services either online or face-to-face. Tax agents must be registered with the Tax Practitioners Board (TPB). Using a registered tax agent provides consumer protection, as the TPB ensures they meet required standards and comply with the Code of Professional Conduct.
2. Prepare Your Records: Use the myDeductions tool in the ATO app to keep copies of your records. It allows you to track general expenses (like gifts and donations), work-related deductions, and business income if you’re a sole trader. You can upload records or email them to your tax agent.
3. Lodgment Due Dates: Most registered tax agents have a special lodgment program, allowing them to lodge returns after the usual 31 October deadline. The due date depends on your personal situation and when you engage your tax agent. Contact your tax agent for advice.

Remember, using a registered tax agent is essential for fee-based services.