This article will go over how to create your MyGov Account, link it to the ATO, and how to access your ATO information. It will also cover adding any businesses or other entities you control and using online services for businesses.
The ATO is going “digital by default”, which means soon all of your ATO communications will be sent to you via their digital platforms. This DOES NOT mean the ATO will email documents to you (email is not secure enough for ATO documents), it means that it will make everything available to you inside the ATO’s “online services” login and/or your MyGov account.
Find out how to get your MyGov account setup, link it to the ATO, create your MyGovID, and connect to the ATO’s online services platform here.
Step 1: Create A MyGov Account
Your MyGov is your digital home with the Government. You can connect to many Government services such as the ATO, Centrelink, Medicare, and more.
Step 2: Link Your MyGov To The ATO
Once you have an account, you need to “link” it to the ATO. This involves proving you are who you say you are by entering details such as a recent ATO notice of assessment, a group certificate (PAYG payment summary), the bank account details on file with the ATO (which may be your tax agent’s bank account), etc.
Step 3: Setup Your MyGovID
A MyGovID is a more secure way of logging into your MyGov account. Soon, it will become the only way to access many Government online services (replacing the username and password method).
Step 4: Download The ATO App
The new ATO app allows you to view your personal ATO account on your phone. Importantly, you will be able to view ATO notices such as quarterly PAYG tax instalments here, as well as see what you owe the ATO, previous tax returns, and so on.
Simply search for “ATO app” in your app store and download the official ATO app. Upon opening the app, you will be prompted to login – you can use your MyGov username and password, or use you MyGovID (using the “Continue with Digital Identity” option).
From within the ATO app, you can view you tax return, download your notice of assessment, check your superannuation payments, and much more.
Importantly, you can view your PAYG tax instalments and pay them from within the ATO app – which is important now because the ATO are moving to “digital by default” and no longer posting out PAYG Instalment notices.
Step 5: Use MyGov & Online Services
In addition to the ATO app, you can view and do all your personal ATO dealings via MyGov. Simply open your MyGov account and click on the ATO.
We highly recommend you have a look and review the details stored by the ATO (address, associates, contacts, etc) and familiarise yourself with what you can do in here.
If You Don't Have Other Entities, You Can Stop Here
Step 6: Link Businesses To Online Services
(if you have other entities)
In addition to your personal “online services”, there is an online services for buisness that you can use to manage all of your ATO dealings for your related entities.
You need to be an individual listed as a director of a company with ASIC (and ASIC’s details match the details in your MyGov account), or you need to be listed as an associate on the ABN record of the entity you are trying to link to.
To link, collect the TFN & ABN of your entities and call the ATO on 1300 287 539. This is a dedicated line, you won’t have to sit on hold for an hour. You will also need your personal TFN and possibly your last notice of assessment to prove your identity.
Step 7: Invite Others Into Your Business Online Services
(if you have other entities and you want other people to manage these)
You can also grant access to trusted employees or other people into your business ATO account. This will allow them to do things like lodge your BAS, pay your tax bill, and so on.
To grant permission to others, you need to use the ATO’s “relationship authorisation manager”, and then you use “access manager” to manage their permissions.
Instructions and assistance can be found at https://info.authorisationmanager.gov.au/set-up-authorisations, including a video three-quarters of the way down the page.
Once you have authorised a person, they need to accept the invitation. The ATO has a nice video on this two-thirds of the way down the page at https://www.ato.gov.au/General/Online-services/Accessing-online-services-with-myGovID-and-RAM/
Step 8: Use Online Services For Businesses
Once you have linked all of your related entities, you can now access all of your accounts.
This will include being able to see if they owe any money, see what lodgments are outstanding, lodge BAS’s and various other forms, print out statements for your bank (e.g. when going for a loan), and much more.
One thing you should do first is check the details of each entity (such as email address, phone, etc) and have a look at the “communication preferences”.