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Client summary | Australian Taxation Office

Client summary | Australian Taxation Office

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What finance brokers need to know about integrated client accounts

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Downloading and Importing Integrated Account from ATO Portal : LodgeiT

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Add Permission in Customer Portal | Zoho Creator Help Downloading and Importing Integrated Account from ATO Portal : LodgeiT

Downloading and Importing Integrated Account from ATO Portal : LodgeiT

Portal Agent config

Portal Agent config

AssistanceHQ - Client Portal

AssistanceHQ - Client Portal

To download the Statement, click on the Activity Statement Account

To download the Statement, click on the Activity Statement Account

Portal and Business Central OAuth Authentication – Application

Portal and Business Central OAuth Authentication – Application

Click on [Accounts and payments] > Accounts Summary

Click on [Accounts and payments] > Accounts Summary

Client summary | Australian Taxation Office

Client summary | Australian Taxation Office

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