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How to download ATO Client Accounts

bevcoleman@westnet.com.au
  • Member in Practice
  • Practice Certificate
  • 12 posts
  • # 118038

I'm trying to download one of my client's integrated client account through my ATO portal in order to create an excel spreadsheet.  Even the ATO representative was unable to assist.

I would appreciate any help, thank you, Bev
  • 34 posts
  • # 119065

using www.my.gov.au you'll need to link the ATO. or the business portal www.bp.ato.gov.au but you'll need an Auskey go here.
...
Tax> Income tax> Accounts
Tax> Income tax> Accounts.
For your activity statement balance:
Tax> Activity statements> Accounts.
PaulineWalton
  • Fellow in Practice
  • Practice Certificate
  • 276 posts
  • # 119068

Hi

 

Login into your BAS Agent Online service account go to :

 

  • Lodments
  • Client Reports 
  • select Client account running balance report 
  • in Report Format area click on black down arrow and select format eg:  CSV
  • Click Generate

 
  • 15 posts
  • # 119136

using www.my.gov.au you'll need to link the ATO. or the business portal www.bp.ato.gov.au but you'll need an Auskey go here.
Tax> Income tax> Accounts
  1. Tax> Income tax> Accounts.
  2. For your activity statement balance:
  3. Tax> Activity statements> Accounts.
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