Set up AU Tax

Step 3: Enter Tax Settings

Practice Manager allows a tax or BAS agent to lodge activity statements and tax returns to the ATO. You will need to create a tax agent in Practice Manager. Depending on what type of returns you will be lodging, this may require some additional setup and registration with the ATO.

Key Learning Points

  • Every agent who files activity statements and company, trust or partnership returns to the ATO, must be linked to a Device AUSkey in Practice Manager.
  • Every agent who files Individual tax returns with the ATO, must have an electronic lodgement service (ELS) profile information assigned to them in Practice Manager.
  • To set up an agent in Practice Manager, you may have to complete some or all of the following steps:

    1. Add a Device AUSkey to Practice Manager (for company, trust and partnership returns, and activity statements)
    2. Add an ELS profile to Practice Manager (for individual tax returns)

Tips & Tricks

  • Link an agent to a client to create and lodge tax returns on their behalf.

Useful links

What should I do now?

  • If you want to file activity statements, company tax, trust or partnership returns in Practice Manager, then register for an Administrator AUSkey and a Device AUSkey on the Australian Business Register website.
  • If you want to file individual tax returns in Practice Manager, then enrol for ELS on the Australian Taxation Office website.
  • Add an agent in Practice Manager.
  • Proceed to the next tutorial in Section 4.