The ACCROLE product suite has superseded the ROLELST web service.
Service
Technical specifications - Interactions
You can build this service to allow users to:
view information relating to current role balance, due and payable amounts and forecast penalty and interest dates for some superannuation roles
retrieve details for selected activity statement role types. This includes retrieving the reporting method to support Simpler BAS
request a list of ATO role summary information for an activity statement or superannuation account for a particular client or role type
add activity statement roles, including roles for goods and services tax (GST), fuel tax credits, wine equalisation tax, luxury car tax, pay as you go (PAYG) withholding and PAYG instalments
validate before updating activity statement roles
update activity statement roles
validate before cancelling activity statement roles
The CLNTACC product suite has superseded the ACCLST web service and versions.
Service
Technical specifications
You can build this service to allow users to:
request a list of ATO tax and superannuation account information for a particular client, including the due and payable amount
forecast the interest amount for an account to a future date
obtain an Australian and New Zealand Standard Industrial Classification (ANZSIC) code which can be used in relation to GST eligibility in the Account role service when adding a GST role (does not provide functionality to maintain the ANZSIC code)
obtain a payment plan identifier where an active payment plan exists on the account.
Additional account types will be incorporated over time.
Outcome of individual income tax returns assessment details (2018)
Service
Te--chnical specifications
You can build this service to allow a tax agent to:
list details of assessments for the selected years
view details of how we calculate their individual client’s tax return assessment for 2018
view details of any adjustments that have been made, including the reason for adjustment when one is available.
This information is not available in the portal and is not dependent on lodgment channel.
This service provides agents with a view of the tax return assessment process and an understanding of where adjustments were made during the calculation of the assessment. This allows agents to better compare and validate the outcome of assessment with the expected estimate at lodgment.
Outcome of individual income tax returns assessment details (2016 and 2017)
Service
Technical specifications
You can build this service to allow a tax agent to:
list details of assessments for the selected years
view details of how we calculate their individual client’s tax return assessment for 2016 and 2017
view details of any adjustments that have been made, including the reason for adjustment when one is available.
This information is not available in the portal and is not dependent on lodgment channel.
This service provides agents with a view of the tax return assessment process and an understanding of where adjustments were made during the calculation of the assessment. This allows agents to better compare and validate the outcome of assessment with the expected estimate at lodgment.
The ASMT product suite has additional interactions which have not yet been whitelisted. See Services available in EVTE.
You can build a service that will allow a user, for activity statement and income tax, fringe benefit tax, Super Guarantee Director Penalty, Super Guarantee Charge debt to:
view a payment plan for a specified payment plan ID For example:
instalment amounts, including general interest charge (GIC)
due dates
payment plan IDtotal estimated GIC for the payment plan.
request for a specified account or for each account belonging to a client:
eligibility to create a new payment plan, including available payment plan options
payment plan identifier for existing active payment plans.
calculate a payment plan schedule, including the GIC payable under the payment plan for a specified account
create a payment plan for a specified eligible account to obtain the payment reference number.
You can build a service that will allow users to view a payment reference number within their software for a specified account or role to facilitate a payment through their preferred channel.
You can build this service to allow a registered tax agent to track both current progress and two-years prior towards meeting their lodgment program benchmarks for IT and FBT. The tax agent will be able to retrieve:
lodged on time count
lodged on time deferred count
lodged late count
lodged late deferred count
lodgment overdue count
lodgment overdue deferred count
not lodged not due count
not lodged not due deferred count
return not necessary count
further return not necessary
lodgment program performance statistic.
This service provides statistics calculated weekly, some of which are the same as the Income Tax Lodgment Performance Report where statistics are available periodically.
