Payment Options Document
- Corey Anderson
- Shannon Virtue
This guide covers instructions on how to print a client’s payment document.
DISCLAIMER
Business Automation Works (ATOmate) are providing this information as guidance only and should not be relied upon as legal, accounting or taxation advice.
You need to consider your client’s individual circumstances regarding the type of document you will need to download from the Tax Agent Portal.
If you have any questions regarding the process on the Tax Agent Portal, please speak to someone within your practice or the ATO for further information.
Instructions
Step | Action |
|---|---|
1 | Go to the ATO Tax Agent Portal home page. |
2 | In the search bar paste the individual client’s name from the IAS Tool and click to search.  |
3 | Click the Accounts and payments menu and choose Accounts Summary.  |
4 | A Payment Options list will display, click Print Friendly Version.  |
5 | Click Print to save as a PDF.  |
6 | Save the PDF.  |
7 | Upload to ATOmate via the Upload Tool for processing. Do not merge this document with the Activity Statement as ATOmate will separate these into two separate documents. If you wish to send them both in one email, archive one document and then attach to the other document in the queue for sending.  |
End of guide.