Business Portal. For more information please visit the ATO website at
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1 Business Portal Overview Outside of Hanrick Curran, the Australian Taxation Office s (ATO) Business Portal is your main point of interaction with the ATO to manage your business s reporting requirements. The Business Portal allows you to: View, prepare, lodge and revise activity statements; View your statement of account and payment options; Transfer funds between accounts; View and request refunds; Update your details; Test, lodge and download selected files; and Communicate with the ATO through a secure mailbox. For more information please visit the ATO website at The following will detail how to set up and access the many services that the Business Portal can offer your business. You will be required to set up your secure access to this online service via way of an AUSkey which is the ATO s security credential service. An AUSkey is required for each user that accesses the Business Portal. There are two types of AUSkeys: Administrator; and Standard. Each business requires an Administrator AUSkey holder to be appointed and must be a director or public officer. The Administrator AUSkey holder has the ability to manage the registrations of all Standard AUSkeys holders. Once an Administrator is appointed, additional users can apply for a Standard AUSkey (with the approval of the Administrator). Standard AUSkeys are sufficient for most users and provide access to most government online services. For help & assistance with AUSkey enquiries, please contact the ATO s AUSkey hotline on BRISBANE Level 11, 307 Queen Street Brisbane QLD 4000 GPO Box 2268 Brisbane QLD 4001 phone fax CAIRNS Suite 73, Executive Centre Offices, The Pier at Shangri-La, 1 Pierpoint Road, Cairns QLD 4870 PO Box 7170 Cairns QLD 4870 phone fax Hanrick Curran Pty Ltd ABN Liability limited by a scheme approved under Professional Standards Legislation
2 Contents Page Page Overview 1 Before You Start 3 Using the Business Portal for the first time 4 Administrator AUSkey Instructions: 5 Step 1: Registering your Administrator AUSkey 5 Step 2: Submitting Administrator AUSkey application 8 Step 3: Installing Administrator AUSkey 11 Step 3.1 Installing Administrator AUSkey on a computer 12 Step 3.2 Installing Administrator AUSkey onto a USB 14 Step 4: Log-in to the Business Portal 15 Standard AUSkey Instructions: 18 Step 1: Registering your Standard AUSkey 18 Step 2: Submitting your Standard AUSkey application 20 Step 3: AUSkey application approval 23 Step 4: Installing your Standard AUSkey 28 Step 4.1: Installing Standard AUSkey on a computer 29 Step 4.2: Installing Standard AUSkey onto a USB 31 Step 5: Log-in to the Business Portal 32 2
3 Before You Start: 1. Have your business and personal details ready, including: a. Australian Business Number (ABN); b. address; and c. Personal details (including Tax File Number). 2. Recommended internet browsers include: a. Internet Explorer; b. Mozilla Firefox; or c. Safari. Note: Google Chrome has compatability issues, do not use. 3. Install Java a. Must have latest version of Java installed on your computer ( and b. Ensure it is enabled within your internet browser settings ( (note that Java is not compatable with Google Chrome on Apple computers). 4. Have access to a USB Stick (if looking to install your AUSkey for use with multiple computers not compatible with Apple computers). 5. Please note that these instructions have been prepared for the installation of an AUSkey to a standalone personal computer. If you operate your computer system as part of a network you should contact your IT advisor for more information. 3
4 Using the Business Portal for the First Time To access the Business Portal for the first time go to: ; or Google ATO Business Portal and click the first link. Click Login on the following page. You will then be directed to the page below prompting you to register an AUSkey. Continue through the below instructions to register for an AUSkey. 4
5 Administrator AUSkey Instructions Step 1: Registering your Administrator AUSkey Go to or Google Register for an AUSkey and select the first link. This will take you to the following page. Scroll down to the bottom of the page and click on Register for an AUSkey. On the following page enter your ABN then click Next. 5
6 You must be the Director or Public Officer to register for an AUSkey as an Administrator. If satisfied you are eligible, select Yes and then click Next. If you are not sure if you are eligible, click the Verify your eligibility to register link shown below. 6
7 The following page allows you to nominate yourself as the AUSkey Administrator or nominate someone else. The Administrator AUSkey holder has the ability to manage all Standard AUSkeys registered under a particular Australian Business Number (ABN). If registering for an AUSkey for the first time under a particular ABN, you are required to register an AUSkey Administrator. Select I will be the Administrator AUSkey holder and then click Next to continue. Note: Though it is possible to have more than 1 Administrator AUSkey holder, it is recommended to limit them to only a few individuals, if not a single individual. 7
8 Step 2: Submitting Administrator AUSkey application Fill in the required information on the following page, including the Captcha Code and then click Next to continue. 8
9 Confirm your details on the following page and then click Submit to finalise the application process. Once you click Submit your AUSkey application will be sent to the Australian Business Register (ABR) and an will be sent to you for approval. 9
10 Make a record of the Activation Code. Without this code you cannot install your AUSkey and you will be required to re-submit your application. Note: The Activation Code is case sensitive. KEEP A COPY OF YOUR ACTIVATION CODE 10
11 Step 3: Installing your Administrator AUSkey An will be sent to the Administrator s address with instructions for installing the AUSkey. Note: There are two options for the installation of the AUSkey: 1. Install your AUSkey on current computer (go to Step 3.1); or 2. Install your AUSkey on a USB Where your AUSkey is to be used on multiple computers by the same user (go to Step not compatible with Apple computers). Start the installation process by clicking the link in the . Note: Apple computers are not required to install the AUSkey software, proceed to Step 4 in the . - OR 11
12 Step 3.1 Installing Administrator AUSkey on a Computer Enter your Activation Code (Step 2) and the Captcha Code on the following page, then click Next to continue. If you do not have the Activation Cod you will need to re-apply for a new AUSkey. Confirm the details on the following page, then click Next to continue. Create a password for your AUSkey, then click Next to continue. Password requirements: 12
13 Minimum of 10 characters; and Must contain the following: o Upper case character; o Lower case character; and o Either numerical or punctuation character. Your AUSkey will now be installed on your computer. 13
14 Step 3.2 Installing Administrator AUSkey onto a USB (not compatible with Apple computers) For instructions, choose one of the following options: Click link the relevant in the (see start of step 3); or Google Setup AUSkey on a USB stick and follow the instructions as below. 14
15 Step 4: Log-In to the Business Portal To login to the Business Portal go to: ; or Google ATO Business Portal. Click Login to continue. 15
16 Enter your password on the following page. You may need to select your AUSkey from the dropdown menu. 16
17 Below is an example of the home view of the Business Portal. From here you can (not an exhaustive list): Complete Activity Statements (Business Activity Statements (BAS), Instalment Activity Statements (IAS); Update your business details; Update payment details; Manage AUSkey registrations; and View Income Tax Account and Integrated Client Account balances and history. Your Administrator AUSkey is now successfully installed If you wish to register an additional AUSkey user, continue through these instructions to register a Standard AUSkey. 17
18 Standard AUSkey Instructions Step 1: Registering your Standard AUSkey Go to: ; or Google Register for an AUSkey and select the first link which will take you to the following page. Scroll to the bottom of the screen shown below and click Register for an AUSkey. Enter your ABN then click Next. Page 18
19 You will be presented with the following page. Make sure that Standard is selected and click Next to continue. Page 19
20 Step 2: Submitting your AUSkey application Complete the required information shown below, including:. 1. AUSkey Administrator s address; and 2. Your personal details. Page 20
21 Confirm that the information you have entered is correct before continuing. Once you click Submit your AUSkey application will be sent to the Australian Business Register (ABR) and an will be sent to the AUSkey Administrator for approval. Page 21
22 Make a record of the Activation Code. Without this code you cannot install the AUSkey and you will be required to re-submit your application. Note: The Activation Code is case sensitive. KEEP A COPY OF YOUR ACTIVATION CODE! Page 22
23 Step 3: AUSkey Application approval Completed by Administrator AUSkey holder The registered AUSkey Administrator will receive an , shown below. The AUSkey Administrator is required to approve or reject the AUSkey application by clicking the link in the ( which will direct them to the ABR website. Page 23
24 Click Login to continue. Page 24
25 The AUSkey Administrator is required to enter their login credentials, shown below, and click Continue. Page 25
26 Once logged in, click on Manage AUSkeys under My Business on the left panel. This area lets the AUSkey Administrator manage all AUSkeys associated with a particular ABN. Click on Pending Applications to view all AUSkey applications for the relevant ABN. Page 26
27 The AUSkey Administrator should review the details on the following page and click Approve to confirm the registration. Once the AUSkey Administrator approves the AUSkey application, the Standard AUSkey holder will be sent an advising of the AUSkey Administrators decision. Page 27
28 Step 4: Installing your Standard AUSkey An has been sent to your address with AUSkey installation instructions. Note: There are two options for the installation of the AUSkey: 1. Install your AUSkey on current computer (go to Step 4.1); or 2. Install your AUSkey on a USB so it can be used on multiple computers (go to Step 3.2 not compatible with Apple computers) Start the installation process by clicking the link in the . Note: Apple computers are not required to install the AUSkey software, proceed to Step 4 in the . Page 28
29 Step 4.1: Installing Standard AUSkey on a Computer Enter your Activation Code (Step 2) and the Captcha Code on the following page, then click Next to continue. If you do not have the Activation Code you will need to re-apply for a new AUSkey. Confirm the details on the following page, then click Next to continue. Page 29
30 Create a password for your AUSkey, then click Next to continue. Password requirements: Minimum of 10 characters; and Must contain the following: o Upper case character; o Lower case character; and o Either numerical or punctuation character. Your AUSkey will now be installed on your computer. Page 30
31 Step 4.2 Installing Standard AUSkey onto a USB (not compatible with Apple computers) For instructions, choose one of the following options: Click the relevant link in the (see start of step 4); or Google Setup AUSkey on a USB stick and follow the instructions as below. Page 31
32 Step 5: Log-In to the Business Portal To login to the Business Portal go to: ; or Google ATO Business Portal. Click Login to continue. Page 32
33 Enter your password on the following page You may need to select your AUSkey from the dropdown menu Page 33
34 Below is an example of the home view of the Business Portal. From here you can (not an exhaustive list): 1. Complete Activity Statements (Business Activity Statements (BAS), Instalment Activity Statements (IAS); 2. Update your business details; 3. Update payment details; 4. Manage AUSkey registrations; and 5. View Income Tax Account and Integrated Client Account balances and history. Your Standard AUSkey is now successfully installed If you require additional Standard AUSkeys, repeat the Standard AUSkey Instructions for each new user/computer (Page 17) Page 34
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