ATO Portal: Getting the most out of it

Jan 19 / Clarity Street


Until the ATO gets off their backside and integrates the ATO Portal into our Accounting Software (i.e. Xero Practice Manager etc)... ahem like the IRD have done in New Zealand ahem... It's a necessary evil that we still need to log on and perform tasks through the ATO Portal.

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In this session we'll guide you on how to make the most of the ATO Portal. Despite its occasional frustrations, the ATO Portal remains an essential tool for accountants and businesses to fulfil their tax responsibilities efficiently. We will explore various features and share tips to help you navigate through the Portal seamlessly.

Customising Your Home Page

One of the first steps in optimising your experience with the ATO Portal is customising your home page. By arranging the widgets and shortcuts according to your preferences, you can personalise your dashboard for easy access to the most frequently used functions. We will guide you through the process, helping you maximise efficiency and save valuable time.

Reports

The ATO Portal offers a range of reports that provide valuable insights into your tax obligations, lodgements, and liabilities. We will review the different types of reports available and show you how to generate and interpret them effectively. With the right reports at your fingertips, you can gain a better understanding of your financial position and make informed decisions.

Lodgement Targets

Meeting tax return lodgement deadlines is crucial to avoid penalties. The ATO Portal enables you to set lodgement targets, which can be incredibly useful in ensuring timeliness and compliance. In this section, we will explain how to set up lodgement targets within the Portal, helping you keep track of upcoming due dates and stay organized.

Communication

Clear communication with the ATO is essential for addressing queries, resolving issues, or seeking clarification. The ATO Portal simplifies this process by providing a secure platform for communicating directly with the ATO. We will show you how to utilize this feature efficiently, enabling effective communication while eliminating the need for time-consuming phone calls or emails.
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Watch a recording of this session below, to dive deeper into these topics and gain a comprehensive understanding of how to optimise your experience with the ATO Portal.